Creating Multiple Reports

By Adam on Jul 22, 2012 @ 12:27 PM

Is it possible to create pdf reports from a filtered list of invoices? It would enable you to produce a huge variety of different reports from the same basic functionality i.e. the list of invoices that you can filter for date/category/status/client etc.

Additional reports to show a list of the clients, list of products/services etc would also be useful.

Replies

Lakshan

Jul 23, 2012 @ 10:14 AM

Hi Adam,

Currently this is not possible.

However, we have plans to introduce a separate reporting add-on which should allow you to create custom reports as you have mentioned.

Best Regards,
Lakshan
CurdBee Team

http://curdbee.com
http://vesess.com

Sebas Visser

Jan 31, 2013 @ 21:34 PM

Hey there,

any update on this? I would love to be able to create and download pdf reports with all invoices sent in a particular period of time.
That would enable me to do my taxes with just curdbee and expensify and 0% stress

Mark

Jan 31, 2013 @ 23:59 PM staff

Sebas: Thanks for following up on this. We are already working on this feature addition and planning to release more comprehensive reporting in our next major release we have planner for mid this year. Please stay tuned to our blog (http://vesess.com/blog) for more updates on these.

Darcy

Mar 14, 2013 @ 21:50 PM

I was thinking the same thing, it's tax time and I can't friggin print a report for my 2012 revenues. However, I remembered I can export my Invoice data (from the Invoices page, a little link under the Create New Invoice button) and exported everything to a .CSV file. I opened this up in a spreadsheet program and with a bit of manipulation and field formatting, I was able to total everything up. :)
Everything except line item detail is included, so with your spreadsheet you could filter and sort by date/category/status/client etc.

It sure would be nice though if such a simple much needed report could be generated automatically.

You can also export your Clients and Items lists to .CSV file.

Regards,
Darcy

Mark

Mar 15, 2013 @ 00:51 AM staff

@ Darcy,

Thanks for your thoughts and I am sure the new reporting features will come handy when we release the next edition of CurdBee.