How do I generate revenue report Weekly?

Updated on March 6, 2018 09:44PM by Admin

Apptivo Invoices app allows you to generate weekly report of the revenue of your firm. Use this report to strategize business plans.

Steps to generate revenue by weekly report
  1. Log in and access Invoices App from your universal navigation menu bar.
  2. Click on "Reports" icon located at the app header bar.
  3. You can view "General" and "Revenue Reports" in left navigation panel.
  4. Click on “Weekly” from "Revenue Reports" drop down.
    Revenue Report
  5. Provide the following information:
    • Customer- Select a customer from predefined list.
    • Invoice Date From - Weekly start date.
  6. Click on "View Report" button to view report in dashboard.
  7. Click on "Export" button, if you want to export the report into excel, select ".xls" or into PDF, select ".pdf".