Reports & Export

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Overview

Every provides reporting, analytics, and flexible data export so you can track business performance, make data-driven decisions, and move data into your accounting software.

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Dashboard

Key Metrics: Total revenue, outstanding amount, overdue amount, draft invoices, monthly totals Quick Stats: Paid/unpaid ratio, average invoice amount, average days to payment Activity Timeline: Recent invoices, payments, proposals, automations, agent actions

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Reports

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Revenue Tracking

Includes: Total revenue, revenue by client/service, trends, month-over-month, year-over-year Date Ranges: Today, week, month, quarter, year, custom Visualizations: Line charts (time), bar charts (client), pie charts (service)

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Outstanding Invoices

Shows: All unpaid invoices, total outstanding, overdue vs current, aged receivables (30/60/90+ days), client breakdown Actions: Send bulk reminders, identify problem clients, forecast cash flow, prioritize collections

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Client Payment History

Per-Client Metrics: Total paid, outstanding, avg days to payment, on-time rate, invoice count Use for: Identify reliable clients, flag slow payers, adjust payment terms

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Expense Summaries

Reports: Total by period, by category, billable vs non-billable, billed vs unbilled, tax-deductible totals Client Expenses: Per-client spending, billback status, unbilled value

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Time Tracking

Reports: Total hours, billable vs non-billable, by client/service, utilization rate, billed vs unbilled, revenue from time Utilization: Billable Hours / Total Hours (e.g., 30/40 = 75%)

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Tax Reports

Sales Tax: Total collected, by rate/client, remittance due, filing summaries Expense Tax: Total deductible, by category, receipt status, year-end summary

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Payment Reports

Metrics: Total received, payment methods, average amount, timing (days to payment), online vs manual Trends: Payment velocity, preferred methods, seasonal patterns

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Performance Metrics

Financial KPIs:

• MRR: Monthly recurring revenue from automations/retainers
• Average Invoice Value: Total revenue / invoice count
• Collection Rate: Payments collected / invoices issued
• DSO: Days sales outstanding (avg days to payment)

Operational KPIs: Invoice volume, client acquisition, client retention, utilization rate Trends: Revenue growth, client base growth, deal size changes, payment speed, expense growth Visualizations: Trend lines, moving averages, period comparisons, forecasts

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Client Analytics

Top Clients: Ranked by total revenue, period revenue, invoice count, avg invoice, payment speed Risk Analysis: Identify slow payers, increasing days to payment, disputed invoices, reduced volume, growing balances Actions: Proactive communication, adjust terms, request deposits, re-evaluate relationships

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Filters & Customization

Date Ranges: Today, yesterday, week, month, quarter, year, custom Client Filters: Specific client, client group, active vs archived, high-value Status Filters:

• Invoice: Draft, issued, paid, overdue, void
• Payment: Unpaid, partially paid, fully paid, overdue

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Common Report Cadences

Weekly: Outstanding invoices, new payments, overdue invoices, draft invoices Monthly: Total revenue, month-over-month, top clients, expenses, tax collected Quarterly: Revenue trends, client retention, avg invoice value, collection performance, expense analysis Year-End: Annual revenue, tax reports, client performance, service performance, full expense report

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Export

Export invoice and expense data to CSV for accounting software or your own reporting workflows. Every includes preset formats for Xero and Wave plus a fully customizable export mode. Key capabilities:

• Preset formats for Xero and Wave
• Custom exports with configurable columns
• Invoice and expense export modes
• Date range and status filtering
• Live preview before download
• Reusable templates for recurring exports
• Fork preset formats into custom ones

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Quick Start

Invoice export: Data > Export Invoices > Choose preset > Set filters > Preview > Download CSV Expense export: Data > Export Expenses > Set filters > Preview > Download CSV Custom export: Start from Xero or Wave, click Customize, then add/remove/reorder columns and save as a template if needed

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Invoice Export

Invoice export supports flexible row models and field selection. Row models:

• Invoice Summary: One row per invoice with totals
• Line Item Detail: One row per line item for more detailed accounting imports

Available field groups:

• Invoice: Number, issue date, due date, status, payment status, currency, total, reference, notes
• Client: Name, ID
• Line Items: Name, description, quantity, rate, line total, discount, tax fields
• Computed: Customer email, net amount, tax amount, gross amount, amount paid, balance due, paid date

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Expense Export

Expense export is designed for bookkeeping and reimbursement workflows. Available field groups:

• Expense: Date, amount, description, category, merchant, receipt URL
• Client: Name and ID for billable expenses
• Billing: Whether the expense has been invoiced and linked invoice details
• Metadata: Created date and related internal IDs

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Preset Formats

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Xero

Xero export is optimized for invoice import into Xero. Format details:

• Xero-compatible invoice columns
• Date format: DD/MM/YYYY
• Includes AccountCode
• Best for draft invoice imports into Xero

Typical import flow:

1. Export from Every in Xero format
2. In Xero, go to Business > Invoices > Import
3. Upload the CSV
4. Review field mapping and imported drafts

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Wave

Wave export is designed for Wave Connect workflows. Format details:

• Columns prepared for Wave Connect
• Date format: YYYY-MM-DD
• Includes customer, invoice number, line item description, quantity, price, amount, and tax fields

Typical import flow:

1. Export from Every in Wave format
2. Open Google Sheets with Wave Connect installed
3. Use Wave Connect to prepare and validate the data
4. Upload the prepared sheet to Wave

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Custom

Custom export gives you full control over the columns and headers. Best for:

• Accountant-specific exports
• Internal spreadsheet analysis
• Systems that need different headers
• Specialized reporting or migration work

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Export Filtering

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Date Range

Use presets such as:

• This Month
• Last Month
• This Quarter
• Year to Date
• Last Year
• Custom range

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Invoice Filters

Filter invoice exports by:

• Date mode: issue date, due date, or paid date
• Invoice status: draft, issued, paid, overdue, void
• Payment status: unpaid, partially paid, fully paid
• Client

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Expense Filters

Filter expense exports by:

• Expense date
• Billing status
• Category
• Archived vs active records

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Customizing Exports

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Fork a Preset

Start with Xero or Wave, then customize it:

1. Select a preset
2. Click Customize
3. Add, remove, or reorder columns
4. Rename headers if needed
5. Save as a template for future reuse

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Field Selector

When customizing columns:

• Choose fields from grouped categories
• Reorder them in the export column list
• Rename headers to match your target system
• Remove anything you do not need

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Templates

Save recurring export setups so your team can reuse them. Templates can store:

• Export type
• Preset/custom column layout
• Filters
• Date mode

Examples:

• Monthly accountant export
• Quarter-end revenue detail
• Unbilled expense review

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Preview & Download

Before downloading, Every shows a preview so you can verify:

• Row structure
• Headers
• Filter results
• Formatting

If the preview looks wrong, adjust filters or columns before generating the CSV.

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Export Troubleshooting

Export missing expected invoices: Check date mode, status filters, and client filters. Too many rows in CSV: You may be using line-item detail instead of invoice summary. Wave import issues: Validate the data through Wave Connect and make sure customer names match what Wave expects. Xero import issues: Verify required columns are present and dates are in the expected Xero format.

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Next Steps