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 create and save each type of report here:
Saved reports for your organisation will be listed in the My Reports screen.
This is a shared view, available to all administrators in your Invoxy account. New reports or changes to existing reports saved by one administrator will be visible to all admins.
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.