{"id":7471,"date":"2021-11-30T23:20:56","date_gmt":"2021-11-30T23:20:56","guid":{"rendered":"https:\/\/bookipistg.wpengine.com\/?p=7471"},"modified":"2026-05-17T06:28:59","modified_gmt":"2026-05-17T11:28:59","slug":"how-to-create-a-report","status":"publish","type":"post","link":"https:\/\/bookipi.com\/es\/guides\/invoice-mobile-app\/how-to-create-a-report\/","title":{"rendered":"How to create a report"},"content":{"rendered":"<div class=\"intercom-article\">\n<h2 class=\"intercom-article-subheading\">Learn how to create a report in the Bookipi Invoice mobile app<\/h2>\n<h1 id=\"h_f8184421dd\">How to create a report<\/h1>\n<p class=\"no-margin\">Learn how to create reports in the Bookipi Invoice mobile app with our simple tutorials:   <\/p>\n<ul>\n<li>\n<p class=\"no-margin\"><a href=\"#h_d18e750e2b\" target=\"_blank\" class=\"intercom-content-link\">Access and print your reports as a pdf<\/a><\/p>\n<\/li>\n<li>\n<p class=\"no-margin\"><a href=\"#h_17eaead5c8\" target=\"_blank\" class=\"intercom-content-link\">Export your reports as a CSV and send them in an email<\/a><\/p>\n<\/li>\n<li>\n<p class=\"no-margin\"><a target=\"_blank\" class=\"intercom-content-link\">Customize your view<\/a> of Reports<\/p>\n<\/li>\n<li>\n<p class=\"no-margin\"><a href=\"#h_bf2f2f0ac7\" target=\"_blank\" class=\"intercom-content-link\">Customize the period for your reports<\/a><\/p>\n<\/li>\n<\/ul>\n<p class=\"no-margin\">Explore how to create a report on the Bookipi Invoice mobile app by following our detailed step-by-step video guide below:<\/p>\n<p class=\"no-margin\">\n<div class=\"intercom-h2b-video\"><iframe src=\"https:\/\/www.youtube.com\/embed\/57iyUjxfWcA?rel=0\" frameborder=\"0\" webkitallowfullscreen=\"\" mozallowfullscreen=\"\" allowfullscreen=\"\" allow=\"autoplay; fullscreen; picture-in-picture; encrypted-media\"><\/iframe><\/div>\n<hr>\n<h2 id=\"h_86220a1aea\"><b>How to access and print your reports as a PDF<\/b><\/h2>\n<p class=\"no-margin\">\n<h3 id=\"h_20180d7f2b\"><b>Step 1: <\/b>Select the <b><i>\u2018Graph\u2019<\/i><\/b> Icon<\/h3>\n<p class=\"no-margin\">On your <b><i>\u2018Invoice\u2019 <\/i><\/b>category, tap the<b><i> \u2018Graph\u2019 <\/i><\/b>icon at the top right of the screen.<\/p>\n<div class=\"intercom-container intercom-align-center\"><img fetchpriority=\"high\" fetchpriority=\"high\" decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2026\/01\/d30a2674d6eb34a798b93ca4e228d32169bdfbb1978a1af0da6900abb5779a70.png\" width=\"378\" height=\"705\" style=\"height: auto;\" alt=\"Invoice Mobile App - How to create a report - 1\" class=\"intercom-img-portrait\"><\/div>\n<h3 id=\"h_c2148746fc\"><b>Step 2: <\/b>Download or Print a Summary Report<\/h3>\n<p class=\"no-margin\">Tap the <b><i>\u2018Printer\u2019 <\/i><\/b>icon to download or print your summary report for the past year.<\/p>\n<div class=\"intercom-container intercom-align-center\"><img decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2026\/01\/3533a2f6831c7134ff71c292224d7e9927ff0e862330e7bd9883dd77ecf8e9f8.png\" width=\"378\" height=\"705\" style=\"height: auto;\" alt=\"Invoice Mobile App - How to create a report - 2\" class=\"intercom-img-portrait\"><\/div>\n<h3 id=\"h_48445e8dac\"><b>Step 3: <\/b><b><i>\u2018Print\u2019<\/i> <\/b>or <b><i>\u2018Send\u2019<\/i><\/b><\/h3>\n<p class=\"no-margin\">Select<b><i> \u2018Print\u2019 <\/i><\/b>to print the summary report as a PDF. <\/p>\n<div class=\"intercom-container intercom-align-center\"><img decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2026\/01\/93c9984f2c312265ba26f9a2848bfc80bb4e28f2536858a232ee3f989a506dc0.png\" width=\"378\" height=\"705\" style=\"height: auto;\" alt=\"Invoice Mobile App - How to create a report - 3\" class=\"intercom-img-portrait\"><\/div>\n<p class=\"no-margin\">Or tap the <b><i>\u2018Share\u2019<\/i><\/b> icon to save a PDF copy of the report.<\/p>\n<div class=\"intercom-container intercom-align-center\"><img loading=\"lazy\" loading=\"lazy\" decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2026\/01\/2b2a56e2647b02988c5ed3023f23ff45fdd5b960a56e3f37ac3a0455435d2b44.png\" width=\"378\" height=\"705\" style=\"height: auto;\" alt=\"Invoice Mobile App - How to create a report - 4\" class=\"intercom-img-portrait\"><\/div>\n<div class=\"intercom-container intercom-align-center\"><img loading=\"lazy\" loading=\"lazy\" decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2026\/01\/76f14e1e4ce47a343009096a3d69e1f076eb1505fabe62bfa9374b8def15733c.png\" width=\"378\" height=\"705\" style=\"height: auto;\" alt=\"Invoice Mobile App - How to create a report - 5\" class=\"intercom-img-portrait\"><\/div>\n<p class=\"no-margin\">\n<h2 id=\"h_a56d8c16c1\"><b>How to export your reports as a CSV and send them in an email<\/b><\/h2>\n<p class=\"no-margin\">Learn how to export your reports as a CSV file and easily send them via email by following these easy steps.<\/p>\n<p class=\"no-margin\">\n<h3 id=\"h_b721fdac54\"><b>Step 1: <\/b>Select the <b><i>\u2018Export\u2019<\/i><\/b> Icon<\/h3>\n<p class=\"no-margin\">From the Report screen, tap the <b><i>\u2018Export\u2019<\/i><\/b> icon.<\/p>\n<div class=\"intercom-container intercom-align-center\"><img loading=\"lazy\" loading=\"lazy\" decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2026\/01\/4e8ef130ae4fd087ee0b29a2ce18e99c7804c68fbd5dc1f5906ba372bc5e59e3.png\" width=\"378\" height=\"705\" style=\"height: auto;\" alt=\"Invoice Mobile App - How to create a report - 6\" class=\"intercom-img-portrait\"><\/div>\n<p class=\"no-margin\">Ensure <b><i>\u2018Invoice\u2019<\/i><\/b> is selected.<\/p>\n<div class=\"intercom-container intercom-align-center\"><img loading=\"lazy\" loading=\"lazy\" decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2026\/01\/1f8b1dff19513da89ed6870af3c1c78fa09d574c54dfbc3badaced055620ad68.png\" width=\"378\" height=\"705\" style=\"height: auto;\" alt=\"Invoice Mobile App - How to create a report - 7\" class=\"intercom-img-portrait\"><\/div>\n<h3 id=\"h_f4a11c7bc9\"><b>Step 2: <\/b>Select Email Method<\/h3>\n<p class=\"no-margin\">Choose the method (e.g., Gmail, Outlook) you\u2019d like to use for sending the CSV file.<\/p>\n<p class=\"no-margin\">\n<div class=\"intercom-container intercom-align-center\"><img loading=\"lazy\" loading=\"lazy\" decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2026\/01\/2fa4982a75eb5cfd763a5d43df81dbd6d5ae25e524e9591c7964594332c2c79c.png\" width=\"378\" height=\"705\" style=\"height: auto;\" alt=\"Invoice Mobile App - How to create a report - 8\" class=\"intercom-img-portrait\"><\/div>\n<h3 id=\"h_7df01628ae\"><b>Step 4: <\/b>Send the CSV<\/h3>\n<p class=\"no-margin\">A new email will be generated with the CSV attachment. Verify the recipient\u2019s email address, and tap<b><i> \u2018Send\u2019 <\/i><\/b>to send the email.<\/p>\n<p class=\"no-margin\">\n<p class=\"no-margin\">\n<h1 id=\"h_70eb8c45e6\"><b>How to customise your view of Reports (by document type, customer, or item)<\/b><\/h1>\n<p class=\"no-margin\">Learn how to view reports by <i>Document type<\/i> (invoice, estimates, and more), <i>Customer, <\/i>or <i>Item<\/i> with these easy steps.   <\/p>\n<p class=\"no-margin\">\n<h3 id=\"h_8e4dc65d26\"><b>Step 1: <\/b>Select <b><i>\u2018Invoice\u2019<\/i><\/b><\/h3>\n<p class=\"no-margin\">From the Reports screen, tap on <b><i>\u2018Invoice\u2019<\/i><\/b>.<\/p>\n<div class=\"intercom-container intercom-align-center\"><img loading=\"lazy\" loading=\"lazy\" decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2026\/01\/772afaeba0a4eb9f70e06f1f88efadfbe8aec115b2390938cd750801c6d64188.png\" width=\"378\" height=\"705\" style=\"height: auto;\" alt=\"Invoice Mobile App - How to create a report - 9\" class=\"intercom-img-portrait\"><\/div>\n<h3 id=\"h_57b20ba6c7\"><b>Step 2: <\/b>Choose Document Type, Customer, or Item<\/h3>\n<p class=\"no-margin\">Select the Document type, Customer, or Item you want to view reports for. <\/p>\n<div class=\"intercom-container intercom-align-center\"><img loading=\"lazy\" loading=\"lazy\" decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2026\/01\/50aec205eb26aa370e9eba6d188923c033d899d7b6e6ef0cdf7c34f9e6705c77.png\" width=\"378\" height=\"705\" style=\"height: auto;\" alt=\"Invoice Mobile App - How to create a report - 10\" class=\"intercom-img-portrait\"><\/div>\n<div class=\"intercom-interblocks-callout\" style=\"background-color: #e8e8e880; border-color: #73737633;\">\n<p class=\"intercom-align-center no-margin\"><i>Customising how you view your reports will<b> not <\/b>affect the summary reports that are downloaded or exported.<\/i> <\/p>\n<\/div>\n<p class=\"no-margin\">\n<p class=\"no-margin\">\n<h1 id=\"h_bf2f2f0ac7\"><b>How to customize the period for your reports<\/b><\/h1>\n<p class=\"no-margin\">Learn how to view reports for specific dates and customize your date range with these simple steps.<\/p>\n<p class=\"no-margin\">\n<h3 id=\"h_05a878582f\"><b>Step 1: <\/b>From the Report screen, select <b><i>\u2018Last 1 year\u2019<\/i><\/b><\/h3>\n<p class=\"no-margin\">Tap<b><i> \u2018Last 1 year\u2019<\/i><\/b> to start customizing.<\/p>\n<div class=\"intercom-container intercom-align-center\"><img loading=\"lazy\" loading=\"lazy\" decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2026\/01\/75efe976f42a5be737f55e251380d100baa0b657d5f4556d2d8ec55bbd125fba.png\" width=\"378\" height=\"705\" style=\"height: auto;\" alt=\"Invoice Mobile App - How to create a report - 11\" class=\"intercom-img-portrait\"><\/div>\n<h3 id=\"h_d6ff328280\"><b>Step 2: <\/b>Select <b><i>\u2018Custom\u2019<\/i><\/b><\/h3>\n<p class=\"no-margin\">Choose <b><i>\u2018Custom\u2019 <\/i><\/b>to adjust the date period.<\/p>\n<div class=\"intercom-container intercom-align-center\"><img loading=\"lazy\" loading=\"lazy\" decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2026\/01\/48a8e6b1b71c39fdc2419d99a639f5069a32130087f9ed95de68d9444a9c04b5.png\" width=\"378\" height=\"705\" style=\"height: auto;\" alt=\"Invoice Mobile App - How to create a report - 12\" class=\"intercom-img-portrait\"><\/div>\n<h3 id=\"h_d4245e8665\"><b>Step 3:<\/b> Select <b><i>\u2018Start Date\u2019 <\/i><\/b>and<i> \u2018End Date\u2019 <\/i><\/h3>\n<p class=\"no-margin\">Tap the <b>left arrow (\u25c0)<\/b> to move to the previous month.<\/p>\n<div class=\"intercom-container intercom-align-center\"><img loading=\"lazy\" loading=\"lazy\" decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2026\/01\/0db05fbac11669b5d985c98b0ae5f6106f854cf6d92383965183319333eef641.png\" width=\"378\" height=\"705\" style=\"height: auto;\" alt=\"Invoice Mobile App - How to create a report - 13\" class=\"intercom-img-portrait\"><\/div>\n<p class=\"no-margin\">Select your preferred start date.<\/p>\n<div class=\"intercom-container intercom-align-center\"><img loading=\"lazy\" loading=\"lazy\" decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2026\/01\/6e42d13c15d6e19a0eb038f154ca84ce264af7f6bb9b9facaffe8f6b4de2d6cb.png\" width=\"378\" height=\"705\" style=\"height: auto;\" alt=\"Invoice Mobile App - How to create a report - 14\" class=\"intercom-img-portrait\"><\/div>\n<p class=\"no-margin\">Tap the <b>right arrow (\u25b6)<\/b> to move to the next month.<\/p>\n<div class=\"intercom-container intercom-align-center\"><img loading=\"lazy\" loading=\"lazy\" decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2026\/01\/13cfe0e8926c9e6a0468a58bff73ccf5b36574ca069a4999cce8fdd2c05cec9b.png\" width=\"378\" height=\"705\" style=\"height: auto;\" alt=\"Invoice Mobile App - How to create a report - 15\" class=\"intercom-img-portrait\"><\/div>\n<p class=\"no-margin\">Select your preferred end date for the report.<\/p>\n<div class=\"intercom-container intercom-align-center\"><img loading=\"lazy\" loading=\"lazy\" decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2026\/01\/67f5c14d9d1177bf9bba9773525a949876a78d51fb8b85f3c25ad319f431678d.png\" width=\"378\" height=\"705\" style=\"height: auto;\" alt=\"Invoice Mobile App - How to create a report - 16\" class=\"intercom-img-portrait\"><\/div>\n<p class=\"no-margin\">Once done customizing the date period, tap <b><i>\u2018Apply\u2019 <\/i><\/b>to confirm.<\/p>\n<div class=\"intercom-container intercom-align-center\"><img loading=\"lazy\" loading=\"lazy\" decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2026\/01\/2f12538920f95a300716219534b0b6d1d226ba5e369a0cdd85f222d96bf3a5f7.png\" width=\"378\" height=\"705\" style=\"height: auto;\" alt=\"Invoice Mobile App - How to create a report - 17\" class=\"intercom-img-portrait\"><\/div>\n<p class=\"no-margin\">You have now customized the date period on your CSV report.<\/p>\n<div class=\"intercom-container intercom-align-center\"><img loading=\"lazy\" loading=\"lazy\" decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2026\/01\/a4df445f48eecf92cce5c87d992b61edf1768faff5cdf499f4b4c54cf268283e.png\" width=\"378\" height=\"705\" style=\"height: auto;\" alt=\"Invoice Mobile App - How to create a report - 18\" class=\"intercom-img-portrait\"><\/div>\n<p class=\"no-margin\">\n<div class=\"intercom-interblocks-callout\" style=\"background-color: #e8e8e880; border-color: #73737633;\">\n<p class=\"intercom-align-center no-margin\"><i>Customising the dates on Reports will also adjust the date range for any summary reports that you download or export.<\/i><\/p>\n<\/div>\n<p class=\"no-margin\">\n<h2 id=\"h_5f6465a1f9\">Frequently asked questions: <\/h2>\n<p class=\"no-margin\">\n<h2 id=\"h_2f43b88768\">Q: Can I choose or pre-select specific data fields to include in my report? <\/h2>\n<p class=\"no-margin\">A: No, customization of export fields is not currently supported. All details will be included in the exported report.<\/p>\n<p class=\"no-margin\">\n<h2 id=\"h_da262517c0\">Q: Is the feature available on all platforms?<\/h2>\n<p class=\"no-margin\">A: This feature is currently available on the Bookipi Invoice mobile app for both Android and iOS. It is not yet available on the web version. If you\u2019d like to see this functionality on the web, we encourage you to submit a request via our [<a href=\"https:\/\/bookipi-invoice.nolt.io\/\" target=\"_blank\" class=\"intercom-content-link\">feature request page<\/a>].<\/p>\n<p class=\"no-margin\">\n<h3 id=\"h_97a7751f76\">Q: Will customizing the report view or date affect what I export or download?<\/h3>\n<p class=\"no-margin\">A: For Custom View, no \u2014 it only changes the on-screen display. However, for Custom Date Range, yes \u2014 it impacts the data shown in both the PDF and CSV reports. <\/p>\n<p class=\"no-margin\">\n<hr>\n<p class=\"no-margin\">\n<h2 id=\"h_f5a35f62d3\"><b>Discover more tutorials for Bookipi Invoice on the mobile app<\/b><\/h2>\n<p class=\"no-margin\">Creating and sending invoices is even easier with the <a href=\"https:\/\/bookipi.com\/invoice-app\/\" target=\"_blank\" class=\"intercom-content-link\">Bookipi Invoice mobile app<\/a>. <\/p>\n<p class=\"no-margin\">\n<p class=\"no-margin\">Discover more tips on how to get the most out of Bookipi Invoice with our <a href=\"https:\/\/bookipi.com\/guides\/invoice-mobile-app\/\" target=\"_blank\" class=\"intercom-content-link\">mobile app guides<\/a>.<\/p>\n<p class=\"no-margin\">\n<p class=\"no-margin\">By <a href=\"https:\/\/bookipi.com\/\" target=\"_blank\" class=\"intercom-content-link\">signing up<\/a> for a Bookipi Invoice Web subscription, you\u2019ll gain access to all features on both the web platform and mobile app. For more details, visit our <a href=\"https:\/\/bookipi.com\/guides\/bookipi-subscriptions\/bookipi-subscription-faqs\/\" target=\"_blank\" class=\"intercom-content-link\">Subscription FAQs<\/a>.<\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Learn how to create a report in the Bookipi Invoice mobile app<\/p>\n","protected":false},"author":9,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_yoast_wpseo_focuskw":"create a report invoice","_yoast_wpseo_title":"How To Create Invoice & Payment Reports & Summaries | Bookipi","_yoast_wpseo_metadesc":"Learn how to make summary reports of your invoices & payments in Bookipi Invoice mobile app. View invoicing history summaries from anywhere.","site-sidebar-layout":"default","site-content-layout":null,"ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":null,"ast-hfb-below-header-display":null,"ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":null,"ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":null,"header-main-stick-meta":"","header-below-stick-meta":null,"astra-migrate-meta-layouts":"set","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center 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