PRODUCT / REPORTS AND ANALYTICS
Reports and analytics
See the day by role on live dashboards, and take the month’s billing to your accountant as a spreadsheet.
The problem today
- Month-end means copying bills into a spreadsheet by hand.
- Owners hear about the day’s collections only when someone calls them.
How careOS handles it
Dashboards by role
Owners, finance managers, supervisors and cashiers each get a dashboard for their part of the day, with drill-down into the detail.
Used by Owner · Finance manager · Cashier
- Collections todayLive
- Pending approvalsLive
- Dues outstandingLive
A monthly billing report
Review every bill for the month in one report and export it to Excel or CSV for your accountant.
Used by Owner · Finance manager
- Bills for the monthReady
- ExportExcel or CSVDownload