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Run a report

How to see your invoices, customers and income for the dates you choose.

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Written by Sophie Mcdonald

Reports show your invoices, customers and income for the dates you choose. Your Manager and Sales Staff logins can open them.

Open Reports

  1. In the menu, open Business Operations, then Reports.

Choose the dates

  1. Click Last 7 Days, Last 30 Days or Last 12 Months (the dates you see first).

  2. Or choose your own From Date and To Date.

The date buttons Last 7 Days, Last 30 Days and Last 12 Months, From Date and To Date, and the Invoices, Customers and Income tabs

Every tab uses these dates.

Your invoices

The Invoices tab shows the Number of Invoices and the Total Number of Designs sold. The Invoice Reports table lists each invoice with its Amount, and whether it's Paid or Unpaid.

The Invoice Reports table with Amount and Paid or Unpaid for each invoice

Your customers

  1. Click the Customers tab.

  2. In Customer Reports, click Total Spent to sort your customers by what they spent. Click it again to reverse the order.

Customer Reports sorted by Total Spent, biggest buyer first

Top 5 Customers by Revenue shows your biggest buyers.

Your income

The Income tab shows what you've taken in each currency, and Order Statistics shows it as a chart over time.

Total GBP on the Income tab, and the Order Statistics chart

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