Reports

The Reports Dashboard links to the many reports that Sprout Invoices provides – don’t miss out on them. 

Dashboard - The dashboard is the place to get a quick status overview to 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.

Data filtering is available and can be used to retrieve date in-between two dates, 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 of the page. Click the help tab on the dashboard, and you’ll see an option to refresh the report data. Use this option, and your reports will recalculate.

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 a “Temp” status. The “Temp” status is similar to a draft and will not show up in reports or queried reports/areas.

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