Holded's reports are automatic and require no setup whatsoever
Holded automatically reflects any action you take in your reports
Holded's reports use state-of-the-art graphs that are easy to understand
Export any report whenever you want with a single click
Holded analytics represent your data in an easy to understand way
You'll always know where the numbers in the reports are coming from
Every time you send an invoice, Holded will automatically create a new entry and add its data to your reports. This way, you're able to take a single glance at your Profit & Loss report (or any other) and understand how your finances are evolving in real-time.
Any action that you take within Holded can be analyzed. Our analytics is a powerful tool that generates reports using the data your enter into the system.
Holded Analytics is divided into 3 different levels:
Here's where you can find an overview of your sales and expenses. The Boards section can be personalized, designed to quickly see the data that they're most interested in.
Need more than one board? You can create as many as you need and modify them.
As the name implies, this section has been designed for you to stay on top of your goals. You can look at the evolution throughout the year and assign objectives by account or type (anuual or monthly).
Sales / Finance / Inventory / Contacts / Purchases
Apply filters to find the information you're looking for. Thanks to this feature, it's very easy to find a report from a specific date, for example.
Tags will allow you to mark and organize your reports by product, customer, service, etc., so that you can identify them in seconds. You can associate tags with reports, contacts, suppliers, banks, or any other element stored within Holded.
Holded will never replace your accountant, but it can make their job a lot easier. Whenever you need, just export the list of issued invoices to Excel or PDF and send it.
You'll find different options inside the Sales section, one of them is being able to see your sales as a whole or by purchase. These reports are generated automatically when Holded cross-checks revenue and customer information.
Reports allow you to study every aspect of your business, not just your finance.
