Reports Hub: Overview of All Analytics
After reading this article you'll know every available report in the Reports section and which card to open for each question.
The Reports section in Univents brings together all analytics on revenue, costs, customers, and conversion in one place. From there you navigate directly into the individual reports.
Opening the Reports Hub
- Click Reports in the left navigation.
- You land on the hub with all available report cards.
- Click a card to open the corresponding report.
- Use the Back to Reports link to return to the hub from any report.
The Nine Reports at a Glance
| Card | What it's for |
|---|---|
| Financial Analysis | Revenue, costs, and margin by period, event, or category — one report with three tabs |
| Open Invoices | Snapshot of key AR metrics (Outstanding Receivables, Overdue, Paid This Month) |
| Revenue per Month | Chart overview of the last 12 months for a quick trend check |
| Revenue by Period | Tabular breakdown, groupable by month, quarter, or year |
| Revenue by Category | Breakdown by product categories with revenue, costs, and margin |
| Event Margins | Revenue, costs, and margin per event in the selected period |
| Top Customers | Best customers by gross revenue in the selected period |
| Top Products | Best products by net revenue from invoice line items |
| Conversion Funnel | Pipeline overview: Inquiries → Quote Sent → Quote Accepted → Event Confirmed → Event Completed → Invoice Paid |
Date Filter in Individual Reports
Most reports show a date filter in the top right with From and To fields. The default range is the current calendar year. You can adjust the period at any time — the page updates immediately without needing to click a button.
In Financial Analysis, all three tabs (By Period, By Event, By Category) share the same date filter. Switching tabs keeps the selected period in place.
Open Invoices and Operational Finance Documents
The Open Invoices card shows a pure snapshot: metrics such as Outstanding Receivables, Overdue, Paid This Month, Avg. Payment Duration, and Quote Acceptance Rate. For day-to-day work — filtering, searching, sending reminders, and marking invoices as paid — switch to the full documents view using the Go to Finance Documents button.
Frequently Asked Questions
Which report do I use for the monthly close? The Financial Analysis with the By Period tab and grouping by month gives you revenue, costs, and margin per month in a single table.
I want to know which events have the lowest margin. Open Event Margins, set the period to the desired year, and sort the table by the Margin % column.
Where can I see how many inquiries actually turn into paid jobs? The Conversion Funnel shows at a glance how many inquiries reach each stage of the pipeline — from the first inquiry all the way to a paid invoice.
Can I export reports? A direct CSV or PDF export from the Reports section is not currently available. For data export, use the table views in Finance Documents.