Overview with charts
The top of the Reports page shows summary cards and charts built from current data; detailed report groups sit below.
Reports · Operations
Meeting numbers ready, with no one compiling by hand
Reports read straight from the data you already work in: orders, payments, contracts, attendance and tasks. Pick a period, filter by employee or customer, export a file, or let hOne email it on a schedule.
The problem
Month end means collecting numbers from everywhere
Revenue sits in the accounting file, receivables in a separate book, KPIs in the team lead's sheet. Every time the boss asks, someone compiles it by hand, and the numbers differ per person.
- To compare this month's revenue with last month you open several files and add them up.
- Urgent items (pending quotes, expiring contracts, receivables) only show up once they are late.
- Reports for the director and department heads are assembled manually every week.
How hOne solves it
Numbers from one source, visible right away
The Reports page opens on an overview with key figures and charts, with detailed reports grouped below. Filter, export PDF or Excel, schedule email delivery, or ask the AI assistant about those same numbers.
Key capabilities
Sales and finance
Sales: orders, revenue, quotation conversion rate, top customers. Finance: income and expense summary, outstanding receivables, VAT invoices.
Customers, KPI, contracts
Customer overview, employee performance by KPI, contract summary and contracts expiring or up for renewal.
HR and tasks
Attendance, leave, overtime and payroll; task completion and task performance.
"Needs attention" group
Tasks nearing deadline, pending quotations, expiring contracts and unpaid orders are gathered in one group so you act before they turn late.
Filters and export
Filter by date range (Today, This month, This quarter, This year...), employee and customer, and compare with the previous period. Every report exports to PDF or Excel.
Scheduled email
In "Email schedule", pick the report, frequency (daily, weekly or monthly), send hour and attachment (PDF, Excel); a test send is available.
AI assistant for reports
The "AI assistant" button opens a chat to ask about the figures: overview analysis, customer-care assessment, employee performance. Conversations are saved.
How it works
Open the overview
Go to Reports, read the summary figures and charts, then pick the report group you need.
Pick a report and filters
Choose a report, set the date range, employee and customer, and click "Apply". The table, summary cards and charts update.
Export or schedule
Export PDF or Excel to share, or open "Email schedule" to receive the report regularly.
Ask the AI when needed
Use the AI assistant to ask follow-up questions instead of cross-checking several reports yourself.
A real workflow
Monday meeting prep at Company ABC
The director of Company ABC wants the numbers ready before Monday's morning meeting without anyone compiling them by hand.
- LanOpens "Email schedule" and adds a weekly Monday 08:00 schedule for the Revenue report with an Excel attachment.
- LanAdds a daily 08:00 schedule for the "Needs attention" group to see pending quotes and expiring contracts.
- DirectorOn Monday morning receives the email and opens the Excel file to compare this month's revenue with the previous period.
- MinhOpens Top customers and Quotation conversion rate, filtered to his own name, to prepare his part.
- DirectorAsks the AI assistant for "Overview analysis" as a pre-meeting summary, then exports a PDF to hand out.
Connects with the rest of hOne
OrdersOrder, revenue and unpaid-receivable reports come from orders and their payments.ContractsThe contract summary and expiring-contract reports are built on contract data.TransactionsThe income and expense summary reads recorded transactions and vouchers.KPI & policiesThe employee performance report uses the targets configured in the KPI module.AI assistant & KnowledgeThe report AI assistant uses the AI allowance of your plan to analyse the figures.
Frequently asked questions
Which reports are included?
There are 22 built-in reports in 8 groups: Sales, Finance, Customers, KPI performance, HR, Tasks, Contracts, Needs attention. Filter by period, employee or customer, then export.
Where are inventory, manufacturing and ticket reports?
In their own modules: manufacturing has its own reports page and support tickets have ticket reports in webmail.
Who receives scheduled reports?
Schedules are per-user settings and the report is emailed to the person who set the schedule. To share with others, export a PDF or Excel file and forward it.
Is report data limited by permissions?
Reports run on the data you are allowed to see, and the employee filter lets each person look at their own figures. The exact scope follows your company's permission setup.
Does the AI assistant cost extra?
The assistant uses the AI allowance in your company plan. Its answers are based on the overview figures, so double-check important numbers in the detailed reports.
More in this area: Inventory & manufacturing
InventoryStock per warehouse, receipts and issues, order reservations, barcode scanning and labels.Packing & deliveryChecked packing, delivery by driver or carrier, COD and proof of delivery.ManufacturingBOMs, production and subcontract orders, automatic costing, lot tracing, posted through Inventory.