What are reports?

How do I create reports in iOS?

1. Go to Finance tab

1. Click Generate Report
   

1. Choose a report from the list:
   

4. Sales by customer: Sales from customer within the given time period
   

5. Invoice details: Invoices created over a time period
   

6. Payment details: Payments made during a time period with their statuses
   

7. Sales tax liability: Sales tax liabilities that have accrued for the selected period
   

8. Expense details: Expenses that were made on behalf of the organization
   

1. On the customize page, choose the filters to be added:
   

1. Date Range: Generate the report for different time periods or set a custom time period of your choice.
   

1. Report basis: Choose the accounting basis based on when the income is reported. Available for sales tax liability report.
   

1. Accrual: Owning tax on the date of the invoice
   

2. Cash: Owning tax on receiving payments
   

1. File type: Choose from the list of formats available to download reports.
   

1. PDF: Portable Document Format
   

2. XLS: Microsoft Excel spreadsheet
   

3. XLSX: Microsoft Excel spreadsheet
   

4. CSV: Comma Separated Value

1. Click Generate Report
   
2. Click the share icon at the bottom left corner to download and share the report. 
   

2. By using Income module

1. Click the Settings Icon in the bottom-left corner of the homescreen.
   
2. Go to the Income module.
   
3. In the top-right corner, click the three dots (...) and click Generate Report.
   

1. On the create page, choose a report from the list.
2. On the customize page, choose the filters to be added.
   
3. Click Generate Report
   
4. Click the share icon at the bottom left corner to download and share the report. 

1. Click the Settings Icon in the bottom-left corner of the homescreen.
   
2. Go to the Expense module.
   
3. In the top-right corner, click the three dots (...) and click Expense Report.

1. On the customize page, choose the filters to be added.
2. Click Generate Report.
   
3. Click the share icon at the bottom left corner to download and share the report. 

How do I create reports in Android?

1. Go to Finance tab
   

1. Click Generate Report
   

1. Choose a report from the list:
   

4. Sales by customer: Sales from customer within the given time period
   

5. Invoice details: Invoices created over a time period
   

6. Payment details: Payments made during a time period with their statuses
   

7. Sales tax liability: Sales tax liabilities that have accrued for the selected period
   

8. Expense details: Expenses that were made on behalf of the organization
   

1. On the customize page, choose the filters to be added:
   

1. Date Range: Generate the report for different time periods or set a custom time period of your choice.

2. Report basis: Choose the accounting basis based on when the income is reported. Available for sales tax liability report.
   

1. Accrual: Owing tax on the date of the invoice
   

2. Cash: Owning tax on receiving payments
   

1. File type: Choose from the list of formats available to download reports.
   

1. PDF: Portable Document Format
   

2. XLS: Microsoft Excel spreadsheet
   

3. XLSX: Microsoft Excel spreadsheet
   

4. CSV: Comma Separated Value 
   

1. Click Generate Report.
   

2. Click the share icon at the bottom left corner to download and share the report. 
   

2. By using Income module

1. Click the Settings Icon in the bottom-left corner of the homescreen.
   
2. Go to the Income module.
   
3. In the top-right corner, click the three dots (...) and click Generate Report.
   

1. On the create page, choose a report from the list.
2. On the customize page, choose the filters to be added.
   
3. Click Generate Report.
   
4. Click the share icon at the bottom left corner to download and share the report. 

3. By using Expense module

1. Click the Settings Icon in the bottom-left corner of the homescreen.
2. Go to the Expense module.
   
3. In the top-right corner, click the three dots (...) and click Expense Report.
   

​

1. On the create page, choose a report from the list.
2. On the customize page, choose the filters to be added.
   
3. Click Generate Report.
   
4. Click the share icon at the bottom left corner to download and share the report. 
   

Note

• Void invoices are not included in the Invoice details report.
  

• Deleted invoices are not included in the Invoice details report.
  

1. Trashed expenses are included in the Expense details report.

• Deleted expenses are excluded from the Expense details report.

• The This Fiscal Year option in the date range refers to the common fiscal year at your business location.
  

• "This Fiscal Year" will be January 1st to December 31st for accounts with business location set to the US.

• "This Fiscal year" will be April 1st to March 31st for accounts with business location set to Canada.

• The Previous Fiscal Year option in the date range refers to the common previous fiscal year at your business location.

• Sales tax liability report and Tax summary report are available only if taxes are enabled. 

• Sales tax liability report will be available for accounts with business location set to the US.

• Tax summary report will be available for accounts with business location set to Canada.

• If taxes are not enabled, the tax-related data in reports will be set to "0" by default.

Tip

1. Custom date range can be used to generate reports for fiscal periods that aren't predefined.                                                           
   

1. Status: Processing status of the invoice.
   

1. Draft: Invoice is yet to be finalized.
   

2. Paid: The customer has paid the invoice in full.
   

3. Overdue: The invoice has passed the payment date and the customer hasn't paid yet.
   

4. Void: Invoice has been cancelled.
   

2. Invoice date: Date at which the invoice was created.
   

3. Due date: Last date when payment is due on an invoice.
   

4. Invoice #: Unique identification number for the invoice.
   

5. Customer Name: First and last name of the customer.
   

6. Total: The total amount owed by the customer.
   

7. Tax Amount: Amount of tax collected.
   

8. Amount without tax: Amount received, exclusive of tax.

9. Amount paid: Total amount received from customer for the invoice.