Reports Overview
August 14, 2024
all plans
Mango provides more than 100 reports you can run for invoicing, time and expense, performance, payroll, and master lists. You can mark reports as favorites for quick access, and limit which reports users have access to.
Accessing the Reports Center
You can access the Reports Center from the menu.
- Click
Reports.
Using the Reports Center
At the top of the window, there are buttons to Run Report, Reset Filters, and access the Email Log.
The Global Search field can be used to locate reports containing specific text. Once specified, an indicator will be displayed showing how many reports contain that text. To clear the search, click the red X icon to the right of the field.
When you select a report, Report Filters will become available on the right. Filters vary by report, but common filters include date, client, and billing partner – although these are not available on every report. Some reports provide a Report Format option where you can select to generate the report as a PDF or Excel spreadsheet.
Click Reset Filters to clear any selected filters.
Click the 
(Favorite) in the Favorite column to add the selected report to your Favorites tab. Users with the Administrator role can click the (User Report) in the User Reports column to show the report in the User Reports tab for all users.
Running a Report
- Open the Report Center.
- Select the report from the list.
- Specify your desired filter(s).
- Click
Run Report. The report will be downloaded.
Generating the Email Log
The Email Log displays a list of all emails sent within a selected date range.
To display a list of emails
- Open the Reports Center.
- Click the
Email Log - Specify a Date From and Date To. The date range must be 30 days or less.
The Global Search field can be used to locate records containing specific text. Once specified, an indicator will be displayed showing how many records contain that text. To clear the search, click the red X icon to the right of the field.
You can click on the header of the Recipient/Date columns to sort the records shown by the values in that column. Click the header again to reverse the sort.
Available Reports
The Report Center is divided into tabs related to the included reports:
Additionally, tabs are included for specific reports marked as Favorites or User Reports.
Accounting Reports
Accounting reports include cash receipts, A/R, deposit, and payment reports, provides the ability to run statements for clients, and more.
For more information on Accounting reports, see the Sample Accounting Reports article.
Invoicing Reports
Invoicing reports include invoice by billing partner, invoice by client, invoice by date, invoice history, and more.
For more information on Invoicing reports, see the Sample Invoicing Reports article.
Time & Expense Reports
Time & Expense reports include billing worksheets, expenses by client and staff, open time, time records by client and date, time slip realization, and more.
For more information on Time & Expense reports, see the Sample Time & Expense Reports article.
Performance Reports
Performance reports include profit summaries, write up/write down reports, and more.
For more information on Performance reports, see the Sample Performance Reports article.
Payroll Reports
Payroll reports include two reports: Staff Hours Worked by Week Summarized by Day and Staff Time by Day w/Client and Time Detail.
For more information on Payroll reports, see the Sample Payroll Reports article.
Master Lists
Master Lists include client and staff lists, activity codes, expense codes, an engagement list, and more.
For more information on Master Lists, see the Sample Master List Reports article.
Favorites
You can mark any report as a Favorite by clicking (Favorite) in the Favorite column. Favorite reports are displayed in the Favorites tab and allow you to quickly find and run the reports you use most often.
User Reports
User Reports are reports that all users can access, even if they don’t have access to Show All Reports for User Permissions. Additional information about user permissions can be found in the Permissions article.
You can mark any report as a User Report by clicking (User Report) in the User Reports column. When a user without permission to Show All Reports opens the Reports Center, they will only see the User Reports tab with these reports included.
See It in Action