Xero
Cin7 Core
Real Estate
EquifaxReports and Dashboards
TwoCanConnect ships with reports and a dashboard already built, in their own folders. You don't have to create them, and they fill in as soon as invoices start syncing.
The reports
Thirteen reports in the folder TwoCanConnect - Xero Reports, all prefixed TCC:.
| Report | Answers |
|---|---|
| All Outstanding Invoices | What's owed to us right now |
| Overdue Invoices | What's late |
| Overdue Invoices by Week | How the ageing is trending |
| Top 10 Unpaid Invoices | Where to spend collection effort |
| Unpaid Invoices by Status | What's unpaid, grouped by Xero status |
| Draft Invoices, Submitted Invoices, Authorised Invoices | Where invoices are stuck in the approval chain, one report per status |
| Invoices by Status | The whole pipeline in one view |
| Invoices Created Last 30 Days | Recent billing activity |
| Payments Received Last 8 Weeks | Cash actually landing |
| Top Paid Customers This FY | Who's worth the most |
| Auto Matched Xero Contacts | What the Matching Tool linked automatically |
That last one is worth running after an auto-match run: it's the quickest way to review what was linked without opening each one.
The dashboard
One dashboard, TwoCanConnect - Xero - Invoice Dashboard, in the folder TwoCanConnect - Xero Dashboards.
Clone rather than edit
Clone a packaged report before changing it. Package upgrades can overwrite the originals, and a clone in your own folder survives.
They need data
Reports read synced invoices and payments. On a fresh install they're empty until the first sync completes.
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