How to create a report

Learn how to create a report in the Bookipi Invoice mobile app

Learn how to create reports in Bookipi Invoice mobile app with our simple tutorials:

Alternatively, learn how to create a report on the Bookipi Invoice mobile app with our step-by-step video guide below:


How to access and print your reports as PDF

Step 1: Select the Graph icon

Invoice Mobile App - How to create a report - Image 1

Step 2: Select the Document icon to download your summary report for the last year

Invoice Mobile App - How to create a report - Image 2

Step 3: Select ‘Print’ to print or download your summary report as a PDF. Alternatively, select ‘Send’ to email the report as a PDF.

Invoice Mobile App - How to create a report - Image 3

How to export your reports as a CSV and send in an email

Learn how to export your reports as a CSV file and easily send it via email with our simple steps.

Step 1: From the Report screen, select the Export icon

Invoice Mobile App - How to create a report - Image 4

Step 2: Select the Document type, Customer, or Item you would like to export and select ‘Export data to CSV’.

Invoice Mobile App - How to create a report - Image 5

Step 3: Select the method (Gmail, Outlook) you want to use for sending the CSV.

Invoice Mobile App - How to create a report - Image 6

Step 4: A new email will be created in your email account with an automatic CSV attachment. Check that the recipient’s email address is correct and click ‘Send‘.

Invoice Mobile App - How to create a report - Image 7

How to customise your view of Reports (by document type, customer, or item)

Learn how to view reports by Document type (invoice, estimates, and more), Customer or Item with our simple steps.

Step 1: From the Reports screen select ‘Invoice’.

Invoice Mobile App - How to create a report - Image 8

Step 2: Select the Document type, Customer, or Item that you want to view reports for.

Customising how you view your reports will not impact summary reports that are downloaded or exported.

Invoice Mobile App - How to create a report - Image 9

How to customize the time period for your reports

Learn how to view reports for specific dates and customise your time period with our simple steps.

Step 1: From the Report screen, select ‘Last 1 year

Invoice Mobile App - How to create a report - Image 10

Step 2: Select ‘Custom’.

Invoice Mobile App - How to create a report - Image 11

Step 3: Select the ‘Start Date’ or ‘End Date’ to customize the time period.

Invoice Mobile App - How to create a report - Image 12

Step 4: Select your preferred dates on the Calendar pop-up and select ‘OK’ when you’re ready.

Invoice Mobile App - How to create a report - Image 13

Step 5: Select ‘Save’ to save your changes.

Customising dates on Reports will also change the date range of summary reports that you download and/or export.

Invoice Mobile App - How to create a report - Image 14

Discover more tutorials for Bookipi Invoice on mobile app

Creating and sending invoices is even easier with the Bookipi Invoice mobile app. Discover more tips on how to get the most out of Bookipi Invoice with our mobile app guides.