- Go to the 'Reports' tab.
- This opens the 'All Reports' page. See image below.
- Click on the report you want to generate.
Alternatively, if you know the category to which report belongs, click on the sub-link for that category. This takes you to the page where all reports for that category are listed. Click on the report to generate it. For example, to view the 'Invoice Aging' report you can click on the 'Invoice Reports' sub-link. This opens the 'Invoice Reports' page. Click on the 'Invoice Aging' report to generate it.
The invoice aging summary report displays the amount owed by each customer during the current and previous billing periods. You can see the current outstanding amount, amount 1-15 days overdue, amount 16-30 days overdue and amount overdue for more than 30 days. By default, the report is run to display the total outstanding amount for the invoices by invoice due date. The report can also be tailored to view the total number of invoices that are overdue instead of the amount.
Report Filters
The report provides the following filter options
| Aging By |
The 'Aging Filter' provides you options to view the report by the invoice date or the invoice due date.
Invoice Due Date
Invoice Date |
| Show |
The 'Show' Filter let's you decide what you want to view on the report - the number of open and overdue invoices or total outstanding amount for each customer.
Outstanding Invoice Amount
Invoice Count |
This report is generated by drilling down from Invoice Aging - Summary report. To view this report you just need click on the figure (outstanding amount or number of invoices) displayed for the desired customer and billing period shown in the summary report.
In the 'Invoice Aging Summary' report shown above , $1000 is overdue for over 30 days. Click on this to see the invoices whose balance constitute this amount. See image below.
You can further drill down to view these invoices by clicking on the invoice number.
To go back to the summary report just click on the 'Invoice Aging Summary' link on the top left corner of the page shown in the image below.
The invoice details report provides information on all the invoices that you have raised. By default, it displays information of all invoices that have been raised this month.
The report provides the following filter options
Report By
| Invoice Date | Zoho Invoice will display all the invoices that were raised during the selected period. |
| Invoice Due Date | Select this option to view all all invoices that are due during the desired period. |
| Date Range | Select the period for which you want to view the invoice details. By default, the period is the current month. If you want to view for any other period just select that period from the drop-down. If desired period is not available just select the start date of the period in the 'from date' field and the 'end date' of the period in the to date field. Click on the 'Show Report' button to update the view. |
The Credit Note details report provides information on all credit notes that you have issued. By default, it displays information of all credit notes that have been raised this month.
This report provides the following filter options:
Date Range
By default the data is shown for the current month. If you want to view for any other period just select that period from the drop-down. If desired period is not available just select the start date of the period in the 'from date' field and the 'end date' of the period in the 'to date' field. Click on the 'Show Report' button to update the view.
'Status' Filter options: Use this filter if you want to view the expenses by their status. For example, if you want to view only closed credit notes, check the box labeled 'Closed' and click on 'Show Report' button.
Run this report to view the tax collected during the desired period. The report shows you for each tax name (code) what is the total tax collected, the percentage of the tax and the amount (the sum total of all invoices on which the tax rate has been calculated).
Date Range
Select the period for which you want to view the tax details. By default, Zoho Invoice displays the tax collected during the current month. If you want to view for any other period just select that period from the drop-down. If desired period is not available just select the start date of the period in the 'from date' field and the 'end date' of the period in the 'to date' field. Click on the 'Show Report' button to update the view.
This report is generated by drilling down from the 'Tax Summary' report. To view this report you just need to click on the figures for a tax for the desired billing period. See image below.
To go back to the summary report just click on the 'Back to Tax Summary' link on the top left corner of the page shown in the image below.
The customer balance report shows the amount each customer owes you. This includes the sum of all outstanding invoices less the credits applied to the customer. The balance is shown only for the current date. As of now, this report does not have any options to filter it.
Clicking on the customer name opens the details page of the customer.
This report shows you the total revenue and the volume of sales each customer has generated.
The report provides the following filter options
Date Range
By default the data is shown for the current month. If you want to view for any other period just select that period from the drop-down. If desired period is not available just select the start date of the period in the 'from date' field and the 'end date' of the period in the 'to date' field. Click on the 'Show Report' button to update the view.
Click on the customer name to view the details of the customer.
This report is generated by drilling down from the 'Sales By Customer' report. To view this report you just need to click on the amount (listed under the sales column) to view a customer's sales details. See image below.
You can further drill down to view the total sales amount with tax by clicking on the sales with Tax.
To go back to the sales by customer report just click on the 'Sales By Customer' link on the top left corner of the page shown in the image below.
This report shows you the total revenue and the volume of sales each item you sell has generated.
The report provides the following filter options
Date Range
By default the data is shown for the current month. If you want to view for any other period just select that period from the drop-down. If desired period is not available just select the start date of the period in the 'from date' field and the 'end date' of the period in the 'to date' field. Click on the 'Show Report' button to update the view.
Click on the item name to view the details of the item.
This report shows you the list of payments applied for the desired period.
The report provides the following filter options
Date Range
By default the data is shown for the current month. If you want to view for any other period just select that period from the drop-down. If desired period is not available just select the start date of the period in the 'from date' field and the 'end date' of the period in the 'to date' field. Click on the 'Show Report' button to update the view.
Click on the invoice number if you want to see the details of the invoice. You can click on the customer to view the details of the customer.
The 'Time to Pay' or debtor days report helps you to understand the collection period of your receivables and the time your customers take to pay you. The report displays for each customer, the percentage of invoices that have taken less than 15 days, between 31 and 45 days to be paid, more than 45 days to receive payment. The report is shown just for the current date and no filter options are available.
The expense details report provides information on all the expenses that you have recorded. By default, the report displays information of all expenses that have been recorded this month.
The report provides the following filter options
Date Range
Select the period for which you want to view the expenses. By default, the period is the current month. If you want to view for any other period just select that period from the drop-down. If desired period is not available just select the start date of the period in the 'from date' field and the 'end date' of the period in the 'to date' field. Click on the 'Show Report' button to update the view.
'Status' Filter options
Use this filter if you want to view the expenses by their status. For example, if you want to view only reimbursed invoices check the box labeled 'reimbursed' and click on 'Show Report' button.
This report shows you the total expense you have incurred by each customer.
The report provides the following filter options
Date Range
By default the data is shown for the current month. If you want to view for any other period just select that period from the drop-down. If desired period is not available just select the start date of the period in the 'from date' field and the 'end date' of the period in the 'to date' field. Click on the 'Show Report' button to update the view.
Click on the customer name to view the details of the customer.
This report shows you the total expense you have incurred under each category you maintain.
The report provides the following filter options
Date Range
By default the data is shown for the current month. If you want to view for any other period just select that period from the drop-down. If desired period is not available just select the start date of the period in the 'from date' field and the 'end date' of the period in the 'to date' field. Click on the 'Show Report' button to update the view.
Click on the customer name to view the details of the customer.
This report is generated by drilling down from 'Expense By Category' report.
Expense by Category report
To view this report you just need to click on the 'Expense Amount' figure in the summary report for the desired category. The report lists all the expenses that have been recorded under that category for the chosen period.
To go back to the summary report just click on the 'Back to Expense Details By Category' link on the top left corner of the page shown in the image below.
Run this report to view the tax components of the expenses you have incurred during the desired period. The report shows you tax amount incurred as a part of the expense, the percentage of the tax, tax amount and the expenses amount (the sum total of all expense containing the tax rate).
The report provides the following filter options
Date Range
Select the period for which you want to view the tax details. By default Zoho Invoice displays the tax components of your expenses during the current month. If you want to view for any other period just select that period from the drop-down. If desired period is not available just select the start date of the period in the 'from date' field and the 'end date' of the period in the 'to date' field. Click on the 'Show Report' button to update the view.
The 'System Mails' report lists all the e-mails that you have received generated by the Zoho Invoice system. These include notifications like plan changes when you upgrade or downgrade to a new plan, failure to send invoice notifications to your customers due to lack of some information, problems with payment processing etc.
The 'System Mails' report lists the e-mail you receive when Zoho Invoice was unable to
- replace a placeholder in a notification sent to your customer.
- send an invoice based on recurring schedule to your customer as e-mail id of the contact person was not specified.
- generate an invoice based on a recurring schedule as you have reached the maximum number of invoices you can create as stipulated by your desired plan
- process your payment for upgrading or downgrading your plan
Also, the report lists the following notifications
- when a recurring invoice is saved as draft
- the e-mail sent when an invoice generated based on a schedule is directly sent to your customer
- payment reminders sent to your customers
This report displays a date-wise list of all your Snail Mail Credit purchases. Click here for more information.
Run this report to see activities related to an estimate like creating a new estimate, editing an estimate or removing an estimate that have taken place during the desired period.
The report provides the following filter options
Date Range
By default the estimate activities for the current month are displayed. If you want view the activities for any other period select that period from the drop-down. If desired period is not available, select the start date of the period in the 'from date' field and the 'end date' of the period in the 'to date' field. Click on the 'Show Report' button to update the view. See the below image.
Click on the estimate# to view the details of the invoice. Click on the customer name to view the details of the customer.
Run this report to see activities related to an invoice like adding a new invoice, editing an invoice, deleting an invoice, sending an invoice to customer etc. that have taken place during the desired period.
The report provides the following filter options
Date Range
By default the invoice activities for the current month are displayed. If you want view the activities for any other period select that period from the drop-down. If desired period is not available, select the start date of the period in the 'from date' field and the 'end date' of the period in the 'to date' field. Click on the 'Show Report' button to update the view. See the below image.
Click on the Invoice# to view the details of the invoice. Click on the customer name to view the details of the customer.
Run this report to see activities related to an expense like recording an expense, editing an expense, deleting an expense, etc. that have taken place during the desired period.
The report provides the following filter options
Date Range
By default the expense activities for the current month are displayed. If you want view the activities for any other period select that period from the drop-down. If desired period is not available, select the start date of the period in the 'from date' field and the 'end date' of the period in the 'to date' field. Click on the 'Show Report' button to update the view. See the below image.
Clicking on the Expense category name opens the edit page for the expense. Click on the customer name to view the details of the customer.
This report lists certain uncommon activities or events. These include
- Changing your base currency.
- Changing your time zone.
- When customers are imported from CRM.
- The number invoices/estimates you have created has reached your plan's limit.
