How to Generate Transactions Reports
With the Transactions Reports on Houzz Pro, you will get an in-depth view of how your business is doing financially. These reports are sourced from the financial data across your documents, with each report using incoming or outgoing transactions to give you detailed information in an easily digestible format.
Incoming transactions by project
- A detailed summary of your incoming transactions grouped by project. You can customise the report to view invoices only or all incoming documents (estimates/proposals, invoices, retainers, and change orders).
Outgoing transactions by project
- A detailed summary of your outgoing transactions grouped by project. You can customise the report to view billed and/or non-billed purchase orders.
Accessing transactions reports
To access your transactions reports in Houzz Pro, click on Financial Reports under the Business Overview section in the Company menu, located in the left navigation. From there you can click on View Report next to the report type you wish to open.
Understanding the report totals
At the top of each report you will see various calculated totals according to the report type and filters that have been selected. Here is what each one means:
Incoming Transaction Report Totals
- Total: Sum of cost of all items across all documents
- Balance: Remainder sum yet to be paid from the total
- Upcoming Payments: sum of scheduled payments yet to be paid
- Total Proposed: Sum of cost of all items that appear on estimates/proposals
- Total Approved: Sum of cost of all items approved by your clients on estimates/proposals
- Discount: Sum of all discounts applied across all documents
Outgoing Transaction Report Totals
- Total: Sum of cost of all items across all purchase orders
- Balance: Sum of balance remaining on all purchase orders
- Billed Amount: Sum of amount that has been billed across all purchase orders
To hide or show these totals at the top of the report, simply click the Show Totals icon in the top right. The totals will remain at the bottom of your screen for easy access.
Filtering and sorting the reports
You can easily narrow your results by using the various filters at the top, including date, project/lead, document type and client.
To sort the results, use the Group By feature to easily organise by transaction type, client, project, month etc.
Make sure to click Apply Changes to update the report view.
Adjust column settings
To customise which columns are shown in your transactions report, open the Columns Settings dropdown and toggle on/off the ones you want to show or hide. To rearrange the columns, click and drag them up or down within the dropdown to position them accordingly.
Make sure to click Apply Changes to update the report view.
Exporting the report
You can also export the Transactions Reports as an Excel spreadsheet by clicking the Export Excel button on the top right of the report. Here’s an example of how the exported spreadsheet will look:
To learn more about granting or denying your team members’ access to reports, see this article.