Do you hear the word ‘report’ and automatically feel like dozing off? It’s not just that invoice reports are often boring – you also need to do the hack work of creating the reports from masses of client, invoice and payment data that just keeps on accumulating. It’s not something you can put off forever, and with Invoice Ninja’s intuitive and simple reports system, you won’t want to.
Simple, single-click functionality. That’s the Invoice Ninja trademark, and it’s the way we roll with reporting too. For Basic subscribers, the Import / Export function is the most straightforward way to upload or extract data to or from your Invoice Ninja account. Need to streamline your business data? It’s simple. Go to Basic Settings > Import / Export.
If you want to Import a CSV file or accounts data from a range of supported software, go to the Import section, select the Source and browse your computer for the relevant client file or invoice file. Click Upload.
To Export data in CSV, JSON or Excel format, check the boxes for the data you wish to include, such as Clients, Tasks, Invoices and Payments, and click Download. That’s it. You’re done. Analyze away – in just the way you want.
Pro Plan users have access to even more sophisticated reporting functionality, via the Advanced Settings > Charts & Reports feature. Create a range of reports and charts in real time. Simply set the required filters according to date, report type and chart type, run the report, and see the results live, with no wait. There’s no quicker way to get a visual impression of what’s going on in your invoicing world. Then, Pro Plan users can download the data for more complex analysis at their leisure.
And of course, let’s not forget Invoice Ninja’s Data Visualization feature, also located in Advanced Settings. Here you can experience your invoicing activity truly at a glance, in fun, intuitive, interactive display. Select the data filter you want, whether Clients, Invoices or Products, then hover over the illustration to get in-depth data for each visual element. It’s something you really have to experience for yourself to see how analyzing your invoicing data can actually be fun. Go on, try it!