My Reports

The My Reports area of Invoxy allows you to build, save and download custom reports on your Invoxy data. 

Adding a New Report

To add a new report go to Insights > My Reports and click Add Report. 

Select Table to create a report with data listed in a table view (which are the most common and can also be exported to Excel) or Chart to create a graph based report. 

You can find details on how to build and save each type of report here:

Table Reports

Chart Reports

Saved Reports

Your saved reports will be listed in your My Reports screen. Click Edit to view and update them at any time. If you make any changes to the details or filters on one of your saved reports, you'll need to click Save Report again before exiting in order to save your changes.