Reporting

Invoiced includes robust reporting capabilities out of the box to give you insight into your accounts receivable. Our optional reporting addon gives even more advanced reporting capabilities to your account.

Standard Reports

Invoiced ships with over 30 reports out of the box. The standard reports allow you to see common perspectives on your A/R data, including aging, sales, and payment activity

Standard Reports



Viewing Reports

Reports are viewed within the Invoiced application. You can click on most results in order to drill down into the data within Invoiced. If you need to download your report you can do export the results into a PDF or spreadsheet with the click of a button.

Report Builder

When you need to answer questions not covered by the standard reports then you can use the Report Builder to make a new report.

Creating Reports

1. Go to Reports → New Report to start creating a new report.
2. Select the data type you want to build your report on. There are over 40 types of data available, like customers, invoices, line items, payments, and more.
3. Select the visualization type: Table, Chart, or Metric
4. Select the fields you want to display on your report. The fields available will change depending on the reporting data type that was selected.
5. Add optional filtering, grouping, and sorting conditions to your report.
6. You can create more than one section on your report. Each section can use a different reporting data type.
7. Click the Generate button to create your report. After viewing your generated report you have the ability to save it if you want to reuse it in the future.

New Report in Report Builder



Report Builder Field Selection



Multi-Entity Reports

You can create a multi-entity report by checking the "Multi-Entity" toggle when building your report. This will make data available from all entities which you have reporting access to.

Modifying Standard Reports

You can modify most standard reports and any custom report using the Report Builder. In order to do this you must generate the report you want to customize and click the Edit button.

Saved Reports

When you have a custom report that you want to save you can click the Save button to add it to your Saved Reports list. Once saved you can quickly recall that report.

Scheduled Reports

You can schedule reports to be generated automatically every week or month and sent to you. Here's how you can schedule a report:

1. Go to your Saved Reports list. If you have not already you must save the report you want to schedule.
2. Click on the Schedule button next to the report you want to schedule.
3. Enter the frequency, day of week/month, and time of day that you want to receive the report.
4. Click the Schedule button and enter any required report parameters.
5. The system will send an email with the generated report each week or month.

Receiving scheduled reports does require an Invoiced user account to receive and view the report.

Available Functions

The report builder supports the following functions.

• ABS(num)
• AGE(date[, as_of_date])
• AGE_RANGE(date, return_value, lower_bound, upper_bound[, as_of_date])
• AVG(num)
• CEIL(num)
• COUNT([field])
• COUNT_DISTINCT(field)
• DATE_ADD(date, interval, unit)
• DATE_FORMAT(date, format)
• DATE_SUB(date, interval, unit)
• DAY(date)
• FIRST_VALUE(column, reference, parent_reference, order_by)
• FLOOR(num)
• FROM_UNIXTIME(date)
• GREATEST(num1, num2, ...)
• LAST_VALUE(column, reference, parent_reference, order_by)
• LEAST(num1, num2, ...)
• LOWER(str)
• MAX(num)
• MIN(num)
• MONTH(date)
• QUARTER(date)
• ROUND(num[, num_decimals])
• SUM(num)
• UNIX_TIMESTAMP(date)
• UPPER(str)
• WEEK(date)
• YEAR(date)

Limits

The reporting feature has these limits in place to preserve system resources.