Using Dashboard Reports

Dashboard Reports provide you at a glance summary of your account. It’s also a great way to quickly see how you’ve been doing over a period of time!

At the top of your dashboard, you will find your Activity Stream, which shows all the changes you’ve recently made to your account. Just under this feed, you will find your dashboard reports, grouped by the different currencies you have used for your invoices.

Income vs Expenditure

This main graph shows your income and expenditure: income is calculated based on the invoices, and expenditure is based on bills. The settings dropdown also lets you customize the analysis period and choose a 6 month, 12 months or custom time frame from which to generate reports.

Hover over each bar on the bar chart to read their values.

Click on a bar to be taken to a detailed Income vs Expenditure breakdown that shows the combined income from all your invoices that are in a Sent, Partial or Paid state, and the expenses tracked via bills.

Year-to-date Invoice Summary

This donut chart shows your Payments received (in green) and Total outstanding (in red) so far in the financial year.

Hover over each part of the chart to read their values.

Click anywhere on the chart go to a detailed Year-to-date Invoice breakdown, month by month.

Accounts Receivable and Accounts Payable

These tables show you the biggest outstanding payments your clients have yet to make to you, and the largest outstanding payments you have yet to make to them. Clicking View More under each table will open the entire list of payments.

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