Reports (Pro)

Reports are a Pro-only feature. Free-tier users see these entries greyed out in the sidebar with a padlock, click one to see pricing.

Revenue report

Go to Reports → Revenue (/reports/revenue). Choose a period along the top, This month, This quarter, Year to date, 12 months, or All time, and the report shows:

Stat cards: revenue, profit, average month, and outstanding for the period.
A Revenue by month chart, paid invoices in green, outstanding in amber, expenses as a red trend line.
A Top clients table and a Best month on record callout.
Export PDF and Export CSV buttons (top right, circled below) to share or archive the report.

Revenue report, with the period selector and export buttons circled

Tax summary

Go to Reports → Tax Summary (/reports/tax). Pick a period (circled below) to see total revenue, tax collected, total expenses, and an estimated net tax figure, plus a Tax by Rate breakdown and Expenses by Category table, useful when preparing a tax return or VAT filing. Click Export CSV (also circled) to save the figures.

Tax summary report, with the period selector and export button circled

Net tax figures are estimates only, always confirm with your accountant.

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