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How do I use My Stats and Reports?

Track your business’ finances and health with graphs, monthly reports on invoices and review your online payment transactions using your My Stats, the Monthly Report and the PayPal Report.

 

My Stats

My Stats allow you to see a quick snapshot of your business’ health and cash flow. Each graph provides a top level view of your data based on your account activity. To access My Stats, use the below steps:

  1. Click on the Statistics section
  2. Then click on My Stats underneath
  3. Next, click on the graph dropdown and choose a specific graph
    Dropdown in my stats section.
  4. If needed, click on the Date and adjust to a different date
  5. Then click on Show Graph to load the data
  6. If needed, hover over any bar to see the exact total.

 

Graphs

Each graph below is available to view in your My Stats:

  • Daily Income Comparison - Displays income received on days in the specified month
    Graph of daily income for the month of May.

  • Monthly Income Comparison for the Year - Displays income received in each month of the specified year
    Graph of monthly income for the year of 2022 with each month as its own bar.

  • Comparison of Monthly Expenses - Displays Expenses received in each month of the year
    Graph of monthly expenses for the year 2022 with each month as its own bar.

  • Comparison Income vs. Monthly Expenses - Displays deduced Income after Expenses received in each month of the year
    Graph of income and expenses for the year 2023 with each month as its own bar.

  • Income vs. Expenses - Displays Income and Expenses in a particular date range
    Pie graph showing expenses and income as slices.

  • Expense Classification - Displays Expenses by category in a particular date range
    Pie graph showing expenses as slices.

  • Top 10 Customers - Displays your top 10 customers in a particular date range
    Pie graph showing different customers as slices.

  • Top 10 Suppliers - Displays your top 10 suppliers that you’ve invoiced most frequently in a particular date range
    Pie graph showing different suppliers as slices.

 

Monthly Reports

Download Monthly Reports to review invoices in a specific period using the below steps:

  1. Click on the Statistics section
  2. Then click on the Monthly Report section
  3. For Invoice Status, choose Active, Canceled, or both
    Monthly report with fields to choose for applying filters.
  4. Next, for Status Type, choose Issued, Received, Payroll, or Withholdings
  5. For Invoice Type, choose a specific type or several types
  6. Next, for Relationship Type, choose Invoices Only, or Complement Payments - Invoices
  7. For Branch, select a specific branch or several branches
  8. Next, choose a specific Month and Year to run the report in
  9. Then for First Concept, choose between Include the First Concept or Include all Concepts
  10. Click on Download Monthly Report and a CSV file will download to your computer.


The CSV file contains:

  • Invoice ID, Version, Invoice Type, Series
  • Invoice Number
  • Customer
  • Status
  • Date
  • RFC
  • Product / Service Code
  • Concept
  • Payment Conditions and Method of Payment, Currency
  • Notes
  • Receipt Type
  • Subtotal, VAT and Total
  • UUID

 

PayPal Report

The PayPal Report is a detailed breakdown of your online payments through PayPal. Use the below steps to run a PayPal Report:

  1. Click on the Statistics section
  2. Then click on the PayPal Report section
  3. Adjust your Start and End Dates
    PayPal report section with fields to choose to filter with.
  4. Then click on Filter.