A client's reports
Monthly summaries, category breakdowns, VAT preview and mileage totals for one client.
The Reports tab shows the same reports the client sees on their own dashboard, but scoped to your practice view.
- Monthly summary — expenses, VAT reclaim, mileage claim.
- Category breakdown — spend per category over any range.
- VAT return preview — Box 4 and Box 7 figures for the current VAT period.
- Mileage log — every journey with HMRC totals.
Every report has an Export CSV shortcut in its header.