> For the complete documentation index, see [llms.txt](https://guide.hardfin.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://guide.hardfin.com/monitor-the-details/reporting.md).

# Reporting

**Reporting** is the central hub to analyze your organization's activity in Hardfin over time, understand trends, and unlock new insights about your business. The [reports page](https://assets.hardfin.com/reports) lists all available reports for your organization.

{% hint style="info" %}
Want access to a report that is not released yet? Seeking a new report type? [Reach out!](mailto:support@hardfin.com) Our team is happy to prioritize new reports.

We can often release small changes or simple new reports within a few days, medium complexity reports within 1–2 weeks, and slot more sophisticated reports into our monthly development cycle. We can also work with you to implement custom reporting if needed.
{% endhint %}

<figure><img src="/files/jfgO0VquSXGMS1WcWdQ5" alt=""><figcaption><p>Reports overview page</p></figcaption></figure>

## Getting started with reports

Access all reports from the main **Reports** page in your navigation menu. Each report provides flexible filtering options, date range controls, and export capabilities to help you analyze your business data effectively.

Most reports support:

* **Date range filtering** with convenient shortcuts (last 3 months, next 6 months, etc.)
* **Export functionality** to download data for external analysis
* **Real-time filtering** by products, customers, locations, and projects
* **Interactive data tables** with sorting and grouping options

## Report categories

Reports can be run across three focus areas:

### [**Asset reports**](/monitor-the-details/reporting/asset-reports.md) (logistics and operations)

Track your asset movements, inventory levels, and operational performance. These reports help you understand unit volumes, transit times, and fulfillment status across your entire asset lifecycle.

**Key use cases:**

* Monitor inventory levels and trends over time
* Track assets in transit and field deployment
* Analyze fulfillment performance by project and customer
* Generate snapshots for accounting and compliance

### [**Project reports**](/monitor-the-details/reporting/project-reports.md) (commercial and operational)

Analyze your project portfolio, commercial activity, and customer lifecycle. These reports provide insights into project performance, renewal opportunities, and business growth patterns.

**Key use cases:**

* Review active, upcoming, and completed projects
* Identify renewal and expansion opportunities
* Track customer lifecycle stages (new business, renewals, churn)
* Plan for upcoming project starts and completions

### [**Financial reports**](/monitor-the-details/reporting/financial-reports.md) (billing and costs)

Manage billing periods, track payment status, and analyze financial performance. These reports help streamline your billing operations and provide visibility into revenue recognition.

**Key use cases:**

* Monitor billing period status and payment tracking
* Generate financial summaries and export billing data
* Manage billing workflows with inline status updates
* Analyze revenue trends and billing performance

## Tips for effective reporting

* **Start with date ranges**: Most reports default to recent activity, but you can analyze historical trends by adjusting the date range
* **Use filters strategically**: Combine multiple filters (customer, product, location) to focus on specific business segments
* **Export for analysis**: Download report data to perform additional analysis in spreadsheet applications
* **Save common views**: Bookmark frequently used filter combinations for quick access