Eight reports, zero guesswork
Income, expenses, profitability, time, tasks, deals, proposals, and invoice aging. Each report has KPI cards, a chart, and a data table. Filter by date range, group by period, and export to PDF — without building dashboards from scratch.
Eight reports across three categories
Each report follows the same structure: KPI summary cards at the top, a chart in the middle, and a detailed data table below.
Income vs Expenses
Track income, expenses, and net profit over time. KPIs: total income, total expenses, profit margin.
Invoice Aging
Outstanding invoices by aging bucket — 0–30, 30–60, 60–90, and 90+ days. See total overdue and average days outstanding.
Revenue by Client
Revenue breakdown by client with average invoice value, invoice count, and top client identification.
Time Report
Hours tracked by project and team member. KPIs: total hours, project count, member count, average hours per day.
Project Profitability
Revenue vs costs per project — including time costs, expenses, and profit margins for each project.
Task Completion
Task completion rates and status breakdown by team member. See total, completed, and overdue counts.
Deal Pipeline
Deal values and conversion by stage. See total deals, weighted value, win rate, and average deal size.
Proposal Conversion
Proposal acceptance rates — sent, viewed, accepted, declined funnel with average decision time.
One layout, consistent across every report
KPI cards summarise the headline numbers. Area, bar, funnel, and waterfall charts show the shape of the data. A sortable table lets you dig into the details. Filter by date range, client, project, or team member, and group by day, week, or month. Multi-currency support is built in.
- Filter and group by any dimension
- Export any report to PDF in one click
How it works
Three steps. That's it.
No setup wizards, no onboarding calls. Just start using it.
Choose a report
Eight reports, three categories: financial, work, and sales. Pick the one that answers your question.
Apply filters
Narrow by date range, client, project, or team member. Group time-series data by day, week, or month.
Read the numbers, export the PDF
Scan KPI cards for the headlines, read the chart for trends, then drill into the data table. Export when you need to share.
Why it matters
Decide with data, not hunches
Eight reports cover finances, work, and sales. The numbers are already there — you just need to look at them.
Catch problems before they grow
Group by week or month and watch the trend lines. Revenue dipping? Client concentration too high? You will see it here first.
Hand it to your accountant
Export any report as a clean PDF with charts and tables included. No screenshots, no spreadsheets.
Works with everything else
Every feature in Illusly is connected. Here's what pairs naturally.
Invoicing
Invoice data feeds financial reports.
ExploreTime Tracking
Time entries power work and profitability reports.
ExploreDeals
Pipeline data drives sales reports.
ExploreFAQ
Common questions
Which reports are included?
Eight: Income vs Expenses, Invoice Aging, Revenue by Client, Time Report, Project Profitability, Task Completion, Deal Pipeline, and Proposal Conversion.
What filters are available?
Date range, client, project, and team member. You can also group time-series data by day, week, or month to see trends at different intervals.
Are all reports available on every plan?
Financial reports are included on all plans. Work and sales reports are available on plans that include the advanced reports feature.
How do I share a report?
Export any report as a PDF. The export includes KPI cards, the chart, and the full data table.
See if it fits.
Free plan. No credit card. Takes a minute.