Course 15
Reports & Analytics
Master every financial report in Vremly — revenue KPIs, the 12-month bar chart, Canadian tax breakdowns by period, Stripe Connect payouts, and top-customer spend — so you can forecast, file, and reconcile without leaving the platform.
What Lives in Reports
Get oriented: understand what the Reports page covers, who can access it, and how it connects to the rest of the platform.
Navigating the Four Tabs
Learn how the tab system is structured, when each tab loads its data, and what to expect before data appears.
Reading the Revenue KPI Cards
Understand exactly what each of the four stat cards measures and how the numbers are calculated from your paid invoices.
Reading the 12-Month Revenue Chart
Use the bar chart to spot seasonal patterns, month-over-month trends, and collection timing across the trailing year.
The Tax Report: Filing-Ready Breakdowns
Generate quarterly or monthly CRA-ready tax summaries broken down by tax type, rate, and registration number.
Stripe Connect Payouts
Track when Stripe deposits collected funds to your bank account and diagnose payout failures or delays.
Top Customers by Spend
Use the Customers tab to identify your highest-value clients and navigate directly to their detail pages.