Reports and Analytics
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Reports and Analytics
Run a customer- or status-filtered report
Some reports offer filters beyond the date range, letting you focus on a single customer, a particular status, or a specific year.…
Reports and Analytics
View the Outstanding Invoices report
The Outstanding Invoices report lists every invoice that hasn't been fully paid, so you can see exactly who owes you money and…
Reports and Analytics
View the Revenue report
The Revenue Report shows how much income your business has collected over a period, where it came from, and what's still owed.…
Reports and Analytics
Export a report to Excel or PDF
Many reports can be downloaded as a spreadsheet or PDF, or sent straight to your printer. This is handy for sharing results,…
Reports and Analytics
Filter a report by date
Most reports let you narrow the results to a specific time period using the date filter at the top of the page.…
Reports and Analytics
Reports overview
The Reports area gives you a single place to generate and view reports across your whole organization — from revenue and invoicing…