Reports

The Reports dashboard links to the many single reports that Sprout Invoice provides, don't miss them.

Dashboard - Is the place to get a quick status overview. See what was recently updated, what's currently overdue or unpaid, and other important information about your business.

reports dashboard
Some data shown is cached up to 48 hours to speed up responsiveness.

reports

Reports - Reports have advanced filtering and are highly customizable. All data is dynamically updated without reloading.

Date filtering is available and can be used to retrieve data in-between two dates, or after a date, or before a date.

Modify columns within the table with the "Show / hide columns" button.

Export the table, filtered or not, to many formats, including CSV, Excel, PDF or your computers clipboard.
Records are limited to 2,500 items. If you want to return more use the 'si_reports_show_records' filter.

FAQs and Fixes:

Invoice Dashboard (or another dashboard) isn't showing the correct values? Throughout the Sprout Invoices admin areas on your site you'll see a help tab at the top right. Click the help tab on the this dashboard and you'll see an option to refresh the report data. Use this option and your reports will re-calculate on refresh.

refresh

It's possible to disable dashboard caching with this filter

Invoices are missing from the Outstanding & Overdue area? Check to make sure your invoices do not have the "Temp" status. The "Temp" status is similar to draft and will not show up in reports and queried reports/areas.