How do I generate annual revenue report in invoices app?

Updated on March 6, 2018 09:26PM by Admin

Apptivo Invoices app has the provision to generate annual revenue reports. You can use this report to study and analyze the annual revenue turnover. Lets walk through the following steps to understand the gimmicks of generating annual revenue reports.

Steps to Generate Invoices Revenue Report by Annual

  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 "Annual" from "Revenue Reports" drop down.
    Revenue Report
  5. Provide the following information:
    • Customer- Select a customer from predefined list.
    • Invoice Date From - Annual start date(i.e Date picker displays the starting date of the year).
  6. Click on "View Report" button to view report in dashboard.
    Annual Customer Report
  7. Click on "Export" button, if you want to export the report into excel, select ".xls" or into PDF, select ".pdf".