Reports & AnalyticsUpdated May 2026
Reports Overview
What reports are available in Tetri Copilot and how to use them.
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Overview
The Reports module gives you standardized financial and operational reports. Reports aggregate your data across invoices, expenses, customers, and compliance to give you the insights you need for business decisions and external reporting.
How to Access Reports
- 1
Click Reports in the left sidebar (or use the top-level navigation link).
- 2
Browse the available report types.
- 3
Select a report and configure its parameters (date range, filters).
- 4
Click Run Report to generate the results.
- 5
Export the report as CSV, Excel, or PDF if needed.
Available Reports
| Field | Required | Description |
|---|---|---|
Revenue Summary | — | Total revenue by period with breakdown by customer. |
Invoice Aging | — | Outstanding invoices categorized by how long they are overdue. |
Expense Summary | — | Total expenses by period and by category. |
Accounts Receivable | — | Detailed list of all outstanding receivables. |
Customer Statement | — | Full transaction history for a specific customer. |
Profit & Loss Summary | — | Revenue minus expenses for a selected period. |
Payment History | — | All payments recorded, with dates and methods. |
Expense by Category | — | Spending broken down by expense category. |
Compliance Status | — | Overview of compliance obligations and their completion status. |
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