Reports
The numbers behind your agency, in a few clicks
Build reports from jobs, quotes, enquiries, clients, linguists, invoices and payments, with your own custom fields as columns. Save them for yourself or the team and download them as CSV or Excel. Ready-made reports cover sales, orders, payments and the effort spent on machine translation drafts.
Highlights
Report builder
Choose a list, the columns and the filters, then save the report and download it.
Sales by person
Enquiries, quotes and orders for each member of the team.
Money in and out
Payments received and linguist payments made. Money columns are shown to admins only.
Machine translation effort
How much drafts were edited, the time saved and the cost, by project, language pair or person.
Included
What's in reports
Included on every plan, with no add-ons to buy.
- Reports on enquiries, quotes, jobs, clients, linguists, invoices and linguist payments
- Custom fields as report columns
- Saved reports, private or shared with the team
- Orders by client, service and status
- Reminder and follow-up reports
- Each person's columns and filters remembered
- Sign-in history
Works together
Related modules
Invoicing & payments
Invoices for completed work, card and PayPal payments, staged reminders, bank matching, and Xero or FreeAgent sync.
Learn moreProject management
An Action needed list for project managers: translations due, bookings without a linguist and work not yet invoiced.
Learn moreCRM & marketing
Clients, companies, notes, complaints and email campaigns, with the activity history of every record.
Learn moreStart your free trial
Try every feature free for 30 days, or book a demo with our team. No credit card needed.