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Sales Reports
Last updated on 27 July, 2017

Sales reports allow you to get a deep overview of the sales activities across your company. They summarise information such as;

  • Total quoted vs invoiced.
  • Best performing sales staff.
  • Daily, weekly and monthly sales numbers.
  • Best clients.

You can view your interactive sales report by;

  • Using the main menu > company > manage > view sales.
  • Update the filters to change the dates over which the report is generated for.




Sales Reports > Knack Knowledgebase > Business Management Software


Finance Reports
Last updated on 27 July, 2017

Finance reports allow you to get a deep overview of the financial activities across your company. They summarise information such as;

  • Invoiced vs paid revenue.
  • Invoiced vs paid costs.
  • Profits for invoiced and paid amounts.
  • Daily, weekly and monthly financial numbers.

You can view your interactive sales report by;

  • Using the main menu > company > manage > view finances.
  • Update the filters to change the dates over which the report is generated for.




Finance Reports > Knack Knowledgebase > Business Management Software


Tax Reports
Last updated on 27 July, 2017

Tax reports allow you to view the total amount of taxes paid in to your company versus the total taxes paid out. You can view your tax report by;

  • Using the main menu > company > manage > view taxes.
  • Select the date range to view taxes for and click download.
  • Tax reports are only downloadable.




Tax Reports > Knack Knowledgebase > Business Management Software


Scheduled Reports
Last updated on 27 July, 2017

Scheduled reports allow you to automatically generate financial, tax and sales reports on a regular basis. You can schedule a report by;

  • Using the main menu > company > automation > view auto reports > add report.
  • Select the type of report and the period over which it should be generated for.
  • Select a user to send it to.

Knack Automation is a PRO feature. You will not be able to schedule reports on a Forever Free account.





Scheduled Reports > Knack Knowledgebase > Business Management Software


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