Reports

Marinacloud allows you to generate basic reports according to specific criteria. Selecting the Report module in the main menu, it will open the module that contains the reports (Balance sheet, Income per Months, Debts by due date, Configuration of Services). Clicking on a particular report opens a window with the current data according to the given criteria

How to get a report in Marinacloud?

If you click the Reports link and a blank page appears, try opening the marinacloud application in Private/Incognito mode.

Marinacloud contains created reports in it's library. To get a report from the Library of the Marinacloud data, you have to follow these steps:

Go to module Reports and click to the link
Choose the report you want to look at

3. Fill out the Input Controls form by adding the wanted criteria that you are interested in (month, year, language). Click Apply and confirm with OK.

4. After clicking Apply, a report is created and then displayed on the screen.

It should be noted that each report is special in regard to the information it provides. For example, you will not be able to gather information on contracts from a report that deals with your inventory status. Therefore, it is vital you know what information is provided by which report in order to be able to use the Reports module effectively.

Useful hint

Reports can be exported, printed, saved as document direct from the Marinacloud application.

Note also that the reports are grouped in logical categories as explained below. You can find information on each individual report by following the links below:

Reports, group A - relates to the Customers module group
Reports, group B, relates to the Resources module group
Reports, group C, relates to the Sales & Services module group
Reports, group F, relates to all financial aspects of your marina

On this page:

What are 'Key Performance Indicators - KPI'

Key performance indicators (KPI) are a set of quantifiable measures that a company uses to gauge its performance over time. These metrics are used to determine a company's progress in achieving its strategic and operational goals, and also to compare a company's finances and performance against other businesses within its industry.

Financial KPIs

Some of the most common KPIs revolve around revenue and profit margins. The most basic profit-based metric is net profit. Also known as the bottom line, net profit represents the amount of revenue that remains as profit for a given period after accounting for all the company's expenses, taxes and interest payments for the same period. Since net profit is calculated as a money amount, it must be converted into a percentage of revenue, or profit margin, to be used in comparative analysis. If the standard net profit margin for a given industry is 50%, for example, a new business in the industry knows it needs to work toward meeting or beating that figure to be competitive. The gross profit margin, which measures revenues after accounting for only those expenses directly associated with the production of goods for sale, is another common profit-based KPI.

Nonfinancial KPIs

Not all KPI metrics are related directly to a company's cash flow. A business' success depends on more than its balance of cash and debt; it depends on its relationship to its customers and employees. Some common non financial KPIs include measures of foot traffic YOY or month over month, employee turnover, the number of repeat customers versus new customers, and various quality metrics. The specific metrics a company tracks are dictated by its current aims and may change over time as the business evolves, achieves old goals and sets new ones.