Get a detailed breakdown of your invoices, clients, products, and expenses. Available on the mobile app only.
How to access reports
Tap ...More in the bottom bar
Tap Reports
What you can view
Invoices - paid and unpaid, including credit notes
Clients - your top invoiced clients
Products and services - your top invoiced products or services
Expenses - broken down by category and client/vendor
Filter your reports
Time frame - This year, Last year, This month, Last month, or Lifetime
Payment status - paid or unpaid
Invoices by client
Clients by invoiced amount and number of invoices
Products and services by invoiced amount
Expenses by category and client/vendor
Note: "This year" and "Last year" follow your fiscal year. Q1-Q4 filters display a calendar year.
Export monthly or quarterly data
Go to the Invoices section in Reports
Select a time frame, payment status, and client
Select By month or By quarter
Tap the period you want to export
You'll receive an email with the exported data
Tip: For stock-related reports, see Inventory Reports. For a full document export, see Mass Export.
Didn't find what you were looking for? Contact our support team and we'll sort it out for you.