The standalone Sales by Date report from the previous version of InvoiceOwl has been replaced by the Revenue Summary report, which provides the same information in a more detailed format.
Using the Revenue Summary report
- Click Reports in the left sidebar.
- Click Revenue Summary from the All Reports list.
The Revenue Summary report breaks down your revenue by time period, which is exactly what the old Sales by Date report showed. It includes:
- Period -- the week or month label.
- Invoices -- the number of invoices in that period.
- Revenue -- the total invoiced amount.
- Collected -- how much has been paid.
- Outstanding -- how much is still owed.
Choosing your view
Use the Monthly / Weekly toggle to switch between a monthly breakdown and a weekly breakdown.
Filtering by date range
Use the date range picker to choose from This Month, Last Month, This Quarter, Last Quarter, This Year, Last Year, or a Custom date range.
Summary cards
At the top of the report, you will see:
- Total Revenue for the period.
- Total Collected -- payments received.
- Invoices -- the total count.
- Average Invoice -- the average invoice value.
Exporting
Click the Export button to download the data as a CSV or XLSX file.
On the Mobile App
- Tap the More tab, then tap Reports.
- Tap Revenue Summary (the closest alternative to the old Sales by Date report).
The mobile report shows a summary at the top with total revenue and invoice count, then a list of revenue broken down by period. Each row shows the period label, revenue, invoice count, and collected amount.
Filter by time range using the tabs: This Month, Last Month, This Quarter, or This Year.
The weekly/monthly toggle and report export are not available on mobile. Use the web app for those features.