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 lists all available reports for your organization.
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 (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 (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 (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
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