Generate comprehensive financial reports to analyze your business performance, track sales trends, and make data-driven decisions.
Accessing Reports
From your bottom navigation bar, tap Reports to open the reporting interface.
Selecting Report Parameters
Once in the Reports screen, configure your report settings:
Step 1: Select Date Period
Choose the timeframe for your report:
Lifetime: All data from account creation
Year: Current or specific year
Quarter: Quarterly breakdown
Month: Monthly analysis
Tap the date selector to choose your preferred period.
Step 2: Choose Document Type
Select which type of documents to include in your report:
Invoices: Revenue and sales data
Estimates: Quote and proposal information
Expenses: Business spending analysis
Balance: Overall financial health combining income and expenses
Sales by Client: Client-specific revenue breakdown
Sales by Item: Product or service performance
Understanding Report Components
Your reports include powerful analytics and visualizations:
Sales Trending Chart:
Visual graph showing your sales performance over time. Track revenue patterns, identify peak periods, and spot trends in your business growth.
Sales by Client:
Breakdown of revenue generated by each client. Identify your top clients and understand which relationships contribute most to your business.
Sales by Item:
Analysis of which products or services generate the most revenue. See which items are most popular and profitable.
Financial Summaries:
Total amounts invoiced, paid, and unpaid. Monitor outstanding payments and cash flow status.
Exporting Reports
Share or save reports in multiple formats:
Step 1: Generate Report
After selecting your parameters, the report displays on screen.
Step 2: Choose Export Option
Tap the export or share button to access format options:
PDF Format:
Professional document format ideal for:
Client presentations
Stakeholder reports
Printed documentation
Formal records
CSV Format:
Spreadsheet data format perfect for:
Further analysis in Excel or Google Sheets
Data manipulation and calculations
Integration with accounting software
Custom chart creation
Word Format:
Editable document format useful for:
Adding commentary or analysis
Creating custom reports
Incorporating into larger documents
Editing and formatting flexibility
Step 3: Export or Send
Download: Save the report file to your device
Send: Email the report directly to recipients
Using Reports for Business Insights
Track Performance:
Compare periods to see growth or decline. Monitor if your business is trending upward.
Identify Top Clients:
Focus efforts on your most valuable client relationships. Consider loyalty programs for top contributors.
Optimize Services:
Use Sales by Item data to understand which services generate the most revenue. Focus on high-performing offerings.
Manage Cash Flow:
Monitor unpaid invoices and outstanding amounts. Identify collection issues early.
Control Expenses:
Review expense reports to find cost-saving opportunities and track spending patterns.
Plan Ahead:
Use historical data to forecast future revenue and set realistic business goals.
Best Practices
Regular Review:
Generate reports monthly or quarterly to stay informed about business performance.
Compare Periods:
Look at year-over-year or month-over-month data to identify trends and seasonal patterns.
Client Analysis:
Regularly review Sales by Client reports to nurture your most important relationships.
Expense Monitoring:
Track expenses against revenue to ensure profitability and identify cost overruns.
Share with Stakeholders:
Export reports in professional formats to share with partners, investors, or accountants.
Action on Insights:
Use report data to make concrete business decisions, not just to observe performance.
Common Use Cases
Tax Preparation:
Generate annual reports showing all revenue and expenses for tax filing.
Client Reviews:
Create client-specific reports for relationship reviews and upselling opportunities.
Business Loans:
Export comprehensive financial reports when applying for financing.
Performance Presentations:
Use visual charts and summaries in presentations to stakeholders or team members.
Strategic Planning:
Analyze trends to inform pricing decisions, service offerings, and growth strategies.