Analytics/Reports

Available filters: Year, Group, and Report Name
Group filter: allows you to search reports based on clients, company, employee, and jobs
Report Name: available report types are client balance, client statistics, client by status (%), clients by types (%), new clients by year, and pending.

The resulting table reveals appropriate information based on the type of group and report name selected.

Example 1:
Year: 2015 
Group: Clients  
Report Name: Client Balance

Example 2: 
Year: 2015
Group: Company   
Report Name: Proposals/Jobs