How to create a report

How to make invoice reports in Bookipi mobile app

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

• Access and print your reports as a pdf

• Export your reports as a CSV and send them in an email

• Customize your view of Reports

• Customize the period for your reports

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

Step 2: Select the Document icon

You can download your summary report for the last year

Step 3: Select ‘Print’

Print or download your summary report as a PDF. Alternatively, select ‘Send’ to email the report as a PDF.

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 below:

 

Step 1: Select the Export icon

From the Report screen, select the Export icon

 

Step 2: Select ‘export data to CSV’

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

Step 3: Select the method  for sending.

Choose from the list of sending options (Gmail, Outlook).

Step 4: Send the email

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‘.

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How to customize 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 below:

 

Step 1: Select ‘Invoice’

From the Reports screen select ‘Invoice’.

 

Step 2: Select the Document type, Customer, or Item

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

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How to customize the time period for your reports

Learn how to view reports for specific dates and customize your time period with our simple steps below:

 

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

 

Step 2: Select ‘Custom’.

 

Step 3: Customize the time period for the report

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

 

Step 4: Select your preferred dates.

Choose a date range on the Calendar pop-up and select ‘OK’ when you’re ready.

 

Step 5: Save your changes

Select ‘Save’ to save your changes.

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

 

Discover more tutorials for Bookipi Invoice on mobile app

• Learn how to use Bookipi Invoice on mobile app
• Read our user guides for Bookipi Invoice on web app
• Get the full feature version of Bookipi Invoice on both web app & mobile app