Manage Company Reports

Reports give you powerful insight into how your business is doing. Reports will default to your current reporting year and month, but can be changed and viewed additionally by ‘All Years’ and ‘Quarterly. All reports are based on the tax year for your business, as defined by the Tax Year Starts setting.

Invoice2go’s mobile reporting offers you quick and easy access to your most important data like monthly sales and balance totals. From the mobile reports home screen, you can toggle back and forth between sales and balances for your current reporting month, as well as see top sales and balances by customers. The ‘Report list’ in the top right corner allows you to export all of your other business reports by selected date range for your report. Your reports are exported vis .csv and sent to your email.

Our web reporting is more dynamic and allows you view all report details and drill down into your data to identify trends.

List of Available Reports

  • Sales by Date
  • Sales by Client
  • Sales by Item
  • Sales Journal
  • Payments by Date
  • Payments by Client
  • Payments by Type
  • Payments Journal
  • Expense by Category
  • Expense Journal
  • Customer Aging
  • Profit Loss
  • Taxes

iPhone and iPad

  1. From the side navigation menu, tap on Reports
  2. From the Sales tab, view total monthly sales and top sales by customer for current reporting month
  3. Toggle to the Balances tab, view current balances and top customer balances for current reporting month
  4. Tap on Report list in the top right corner
  5. Select report (e.g. Sales by Date)
  6. Select year and date increment
  7. Tap on Export
  8. Invoice2go will email your report as a .csv file that can be opened and viewed from your mobile device

Android

  1. From the side navigation menu, tap on Reports
  2. From the Sales tab, view total monthly sales and top sales by customer for current reporting month
  3. Toggle to the Balances tab, view current balances and top customer balances for current reporting month
  4. Tap on Report list in the top right corner
  5. Select report (e.g. Sales by Date)
  6. Select year and date increment
  7. Tap on Export
  8. Invoice2go will email your report as a .csv file that can be opened and viewed from your mobile device

 Web

  1. From the side navigation menu, click on Reports
  2. Select report from the report drop down list (e.g. Sales by Date)
  3. Select year and date increment
  4. View report details
  5. Click on Export
  6. Invoice2go will email your report as a .zip file
  7. From your email inbox, download .zip file and then open to view as .csv

Do these steps look different? If so, you may be using a previous Invoice2go version. See instructions here.

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