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Read your reports

A minute to read

1

Six reports on one screen: what you quoted and won, what you invoiced, and what you were actually paid, for any period you choose.

The Reports screen, showing the Quotes and Invoiced tiles
2

Every figure is clickable. Tap one to see the documents behind it.

The invoices behind one report figure, listed by customer
3

Download a report as CSV, or press Export for my accountant to hand over everything at once.

The Take it with you box, with CSV, statement and accountant export options