You can filter information:
– by date (when these tasks were invoiced)
– by tasks (choose only tasks which should be included in this report)
– by invoice status (reports can only include tasks’ data related to invoices with specific status – learn more about invoice statuses from here: Invoice statuses). 

You can also export the report to PDF, CSV or Excel formats by clicking the ‘Export as’ button or print it by clicking the ‘Print’ button.

Note: This report is based strictly on data from active and archived invoices. Deleted invoices data isn’t included.

Time format

By default, the time format is displayed with a colon (for example 03:15), but it can be shown in a decimal format (for instance 3.25) after checking the box “Time format is decimal” and clicking “Update”.

Note: we don’t just replace the colon with a decimal separator, we also convert standard time format into a decimal number format. So that 3:15=3.25 hrs. or 5:30=5.5 hrs. etc. It can be helpful if you export this report as CSV or Excel – and use different formulas to calculate the information.

The Item Sales Report table consists of the following 10 columns:

– Clients    The client who purchased this item (the item is on the invoice created for this client)
– Invoice# The invoice that includes this item (if you click on the link, you’ll go directly to this invoice’s preview)
– Date        The date when the item was sold (when the invoice was created)
– Quantity How many units of this item were sold
– Cost         How much this item costs (information from the Item page: Sales -> Products List -> My Items -> click on item name)
– Unit price   The item’s price as it appears on the invoice
– Discount     The item discount that was applied to the invoice
– Sales            Quantity * Unit Price – Discount = Sales
– Margin         Sales – (Quantity *Cost) = Margin
– Margin (%)  (Margin/Sales)*100% = Margin (%)

Here you can also filter information as it follows:
– by date (when these items were invoiced),
– by items (choose only items which should be included in the report)
– by invoice status (reports can only include items’ data related to invoices with specific status – more about invoice statuses read here Invoice statuses)

You can export this report to PDF , CSV or Excel formats by clicking the ‘Export as’ button or print it with a click on ‘Print’ button.

Note: This report takes data only from active and archived invoices. Deleted invoice data isn’t included.

For any questions, don’t hesitate to contact us.

Here, you can personalize it as much as you want and filter information by invoice creation date, clients, and invoice status.

For instance:
– Date range. The default date range for Invoices report is ‘This Month’ but you can choose another from the Date Range list, or select it manually, by using the fields “Date Start” and “Date End”.

–  Clients. With the ‘Clients’ filter, you can pick one or several clients or even choose ‘All’ to show all clients’ invoices.
–  Invoice Status. The “Invoice Status” filter helps you select ‘All’ (to show all invoices, no matter what their status is), one or several other statuses, or “Unpaid”, which includes “Activated”, “Overdue”, “Viewed”, “Disputed” or “Partial”. You can also choose “All without Draft”, so the draft invoice doesn’t show up.
Also, you can export the report as PDF, CSV or Excel file or print it by clicking the related button, as shown below:

Painless and customized reporting in its finest form.