How to create a report
Learn how to create reports in Bookipi Invoice mobile app with our simple tutorials:
Customize your view of Reports
Explore how to create a report on the Bookipi Invoice mobile app by following our detailed step-by-step video guide below:
How to access and print your reports as PDF
Step 1: Select the 'Graph' Icon
On your ‘Invoice’ category, tap the ‘Graph’ icon at the top right of the screen.
Step 2: Download Summary Report
Tap the 'Document' icon to download your summary report for the past year.
Step 3: 'Print' or 'Send'
Select ‘Print’ to print or download the summary report as a PDF. Alternatively, tap ‘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 them via email by following these easy steps.
Step 1: Select the 'Export' Icon
From the Report screen, tap the 'Export' icon.
Step 2: Choose Document Type
Select the Document type, Customer, or Item you want to export, then tap ‘Export data to CSV’.
Step 3: Select Email Method
Choose the method (e.g., Gmail, Outlook) you’d like to use for sending the CSV file.
Step 4: Send the CSV
A new email will be generated with the CSV attachment. Verify the recipient's email address, and tap ‘Send’ to send the email.
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 these easy steps.
Step 1: Select ‘Invoice’
From the Reports screen, tap on ‘Invoice’.
Step 2: Choose Document Type, Customer, or Item
Select the Document type, Customer, or Item you want to view reports for.
Customising how you view your reports will not affect the summary reports that are downloaded or exported.
How to customize the period for your reports
Learn how to view reports for specific dates and customize your date range with these simple steps.
Step 1: From the Report screen, select ‘Last 1 year’
Tap ‘Last 1 year’ to start customizing
Step 2: Select ‘Custom’
Choose ‘Custom’ to adjust the date period.
Step 3: Select ‘Start Date’ and ‘End Date’
Tap the ‘Start Date’ and ‘End Date’ to modify the date period.
Step 4: Select your preferred dates
Choose your dates from the Calendar pop-up and select ‘Confirm’.
Step 5: Select ‘Save’
Tap ‘Save’ to confirm your changes.
Customising the dates on Reports will also adjust the date range for any summary reports that you download or export.
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.