Reports in InvoiceOwl are generated automatically based on your invoice and payment data. Here is how to view and customize them:
Viewing a report
- Click Reports in the left sidebar.
- Click on the report you want to view (for example, Revenue Summary or Payments Received).
- The report loads automatically with your data.
Filtering by date range
Most reports have a date range picker at the top. Click it to choose from:
- This Month
- Last Month
- This Quarter
- Last Quarter
- This Year
- Last Year
- Custom -- pick your own start and end dates using the calendar, then click Apply.
The report will update automatically when you change the date range.
Additional filters
Some reports have extra filters:
- Invoice History lets you filter by status (Draft, Awaiting Payment, Paid, Bad Debt), by client, and includes a search bar.
- Outstanding Invoices has a Group by client checkbox.
- Revenue Summary lets you toggle between Monthly and Weekly views.
- Sales Tax Summary lets you switch between Accrual and Cash accounting methods.
Exporting a report
Every report has an Export button in the top-right area. Click it to download your report as:
- CSV -- a spreadsheet file that works in Excel, Google Sheets, and other tools.
- XLSX -- an Excel file format.
The export will include all the data shown in the report with your current filters applied.
On the Mobile App
- Tap the More tab, then tap Reports.
- Tap the report you want to view (for example, Revenue Summary or Payments Received).
- The report loads automatically with your data.
Filtering by date range
Each report has time range tabs at the top. Tap one to switch between:
- This Month
- Last Month
- This Quarter
- This Year
Custom date ranges and additional filters (status, client, accounting method, weekly/monthly toggle) are not available on mobile. Use the web app for advanced filtering.
Exporting
Exporting reports is not available on the mobile app. Use the web app to download CSV or XLSX files.