Skip to main content
Anton-Rehrl-Photography
Anton-Rehrl-Photography
March 12, 2020
Question

Are there any graphical reports? As in a bar graph or line graph showing sales from this and past years etc.

  • March 12, 2020
  • 3 replies
  • 0 views
Original commenter did not share additional details

3 replies

christine_w
christine_w
March 12, 2020

Hi Corvid-Photography,

 

You can review this information in a graph/chart on a broad level on your Dashboard. On the Dashboard there are a few shortcuts to preview the following:

  • Last month's Profit and Loss. Know what you're making and spending (if you connected your bank accounts). The Net profit total is based on money deposited and added for the last month, minus the last 30 days of expenses.
  • Review and accept bank transactions.
  • Last 30 days of expenses by category.
  • How many invoices are open, and which ones are overdue.
  • Your latest account balances.
  • Add new customers.

However, we do not offer any other visual reporting tools. You can certainly export any report in the Reports tab and then generate that in Excel. 

 

Reply here with any questions. 

 

-Christine

 

 

Anton-Rehrl-Photography
Anton-Rehrl-PhotographyAuthor
April 24, 2020

Hey Christine

 

Thanks for the reply.

I didn't even see that there had been a reply until I had logged into the help section to comment on something else.

 

Can this be put in as a feature request for an end user like myself?

I don't work with numbers and a chart would be extremely useful to visualise how my business is doing from year to year. 

Rebecca_A Product Champion
Rebecca_A Product Champion
April 24, 2020

Hi Corvid-Photography, 

 

Absolutely, I'd be happy to pass on feedback for you. 

 

-Rebecca 

Terms & ConditionsAccessibility statement