Generate, View & Download Reports

Reports give you powerful insights into how your business is doing and offers you quick and easy access to your most important data.

iOS #

Android #

• From side menu bar tap on Reports 

Sales All #

• Tap on Sales All
• Tap on Date range picker
• Select the date range of your choice (E.g This Month) 
• Select the Payment status of your choice (Paid, Unpaid, P.Paid, Error). By default All Statuses is set/selected.
• Tap on Generate Report.
• If you want to generate another report then tap on the [icon name=”sort-amount-desc” class=”” unprefixed_class=””]

Sales by Customer #

Web and Mac #

• From side menu bar click on Reports

Sales All #

• Click on the Date range picker
• Select the date range of your choice (E.g This Month) 
• Select the Payment status of your choice (Paid, Unpaid, P.Paid, Error). By default All Statuses is set/selected.
• If you have Invoices with multiple currencies then select a currency.
• Click on Generate Report.
• Invoice # represents Invoice Number. If you click on an Invoice Number that Invoice will open.
• If you click on a client’s name you will get navigated to his client’s Folders.
• If you don’t want Legends to be shown just uncheck the Show Legends checkbox.
• If you want to print click on [icon name=”print” class=”” unprefixed_class=””] Print button.
• You can Download the generated report by clicking on [icon name=”download” class=”” unprefixed_class=””] button.
• You can download the generated report in three formats pdf, xlsx and csv. If you want to have currency symbol and as per current number formatter (2,3 and 4 decimal places) then click on both check boxes and click on Download As xlsx or csv.  
• You can sort generated reports in Ascending or Descending order by clicking on column names (Invoice Date, Invoice#, Client, Subtotal,  Tax, Total, Paid Amount, Due Amount).

Sales by Customer, item and Tax Summery #