The Report List is the main Reports hub in InvoiceOwl, where you can access all available reports to track your business performance.
How to open the Report List
Click Reports in the left sidebar. This opens the Reports hub.
Available reports
InvoiceOwl provides the following reports:
- Outstanding Invoices -- shows all unpaid invoices with aging buckets (Current, 1-30 Days, 31-60 Days, 61-90 Days, 90+ Days). You can group by client and export the data.
- Payments Received -- shows all payments received in a selected time period, broken down by payment method. Includes total received, payment count, and average payment amount.
- Revenue Summary -- breaks down your invoicing revenue by week or month. Shows total revenue, total collected, invoice count, and average invoice value.
- Invoice History -- a detailed list of all your invoices with filters for status, client, date range, and a search bar. Shows totals, amounts paid, and balances due.
- Sales by Client -- ranks your clients by total revenue, showing invoice count, amount paid, outstanding balance, and each client's percentage of total revenue.
- Sales Tax Summary -- shows tax collected by tax name, rate, and type (exclusive or inclusive). Supports both accrual and cash accounting methods.
Filtering reports
Each report has its own filtering options:
- Most reports have a date range picker with presets (This Month, Last Month, This Quarter, Last Quarter, This Year, Last Year) and a Custom option.
- Some reports have additional filters like status, client, accounting method, or weekly/monthly view toggle.
Exporting reports
Every report can be exported using the Export button in the top-right area. You can download reports as CSV or XLSX files.
On the Mobile App
- Tap the More tab at the bottom of the screen.
- Tap Reports under the Insights section.
The mobile Reports screen lists all six reports: Outstanding Invoices, Payments Received, Revenue Summary, Invoice History, Sales by Client, and Sales Tax Summary. Tap any report to view it.
Each report on mobile shows summary stats at the top and a scrollable list of data. You can filter by time range using tabs (This Month, Last Month, This Quarter, This Year).
Advanced filters (status, client, accounting method, weekly/monthly toggle) and report export are not available on mobile. Use the web app for those features.