Overview
The Finance Report dashboard gives you a snapshot of total earnings, a chart of invoice performance, and a table of invoice details over any date range.
Steps
Go to Reports > Finance Report.
Set your Duration (Start Date – End Date) at the top.
(Optional) Filter by Client or Project.
Review:
Total Earnings card at top.
Finance Report chart (income vs. time).
Detailed table below showing each invoice, amount (in base and foreign currency), paid-on date, and status.
Click Export to download the table as CSV.
Tips
Use narrow date ranges (monthly/quarterly) for more granular trend analysis.
Hover over the chart to see exact values per date.
Troubleshooting / FAQs
Q: Chart shows “Not enough data.”
A: Ensure you have at least one invoice in the chosen date range.
Q: Export button is disabled.
A: Remove overly restrictive filters so at least one row appears in the table.