Skip to main content
Statistics and reports
Updated over a month ago

MOBILE APP ONLY

  • Select More from the bottom bar

  • Click on Reports

    (or click on Reports in the Overview)

Inventory reports are available with our Inventory, Orders & Store app.
Learn more about Inventory reports.

You can get an overview of

  • Invoices (incl. credit notes) - paid and unpaid

  • Clients (top invoices clients)

  • Products and Services (top invoiced products or services)

  • Expenses

You can select

  • time-frame (This year, Last year, This month, Last month, Lifetime)

    note: This year and Last year display your fiscal year.
    Q1-Q4 display a calendar year.

  • Payment status - paid or unpaid

  • Invoices by client

  • Clients by invoiced amount and number of invoices

  • Products and services by invoiced amount

  • Expenses by catagories and clients/vendors

Export - monthly/quarterly data

  • In the Invoices section select a time-frame, payment status and client.

  • Select By month or By quarter

  • In the Months or Quarters section click on the period you want to export

  • You'll receive an email with an export

Did this answer your question?