Accessing reports in InvoiceOwl is simple:
- Click Reports in the left sidebar.
- The Reports hub will open, showing you an overview of your business at a glance.
What you see on the Reports hub
At the top of the page, you will see two summary cards:
- Outstanding Invoices -- the total dollar amount still owed to you, and how many unpaid invoices you have. Click this card to go directly to the Outstanding Invoices report.
- Payments This Month -- the total payments received this month and how many payments came in. Click this card to go to the Payments Received report.
Below the summary cards, the All Reports section lists every available report:
- Revenue Summary -- revenue breakdown by week, month, or custom period.
- Invoice History -- all invoices with status filters and date ranges.
- Sales by Client -- top clients ranked by total revenue.
- Sales Tax Summary -- tax collected by rate and category.
Click on any report to open it.
On the Mobile App
- Tap the More tab at the bottom of the screen.
- Tap Reports under the Insights section.
The Reports screen lists all available reports:
- Outstanding Invoices
- Payments Received
- Revenue Summary
- Invoice History
- Sales by Client
- Sales Tax Summary
Tap any report to open it. The summary cards from the web Reports hub are not shown on the mobile Reports screen -- instead, you see summary stats at the top of each individual report after you open it.