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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.

Open Reports

View your reports and analytics dashboard

Open Export

Export your data to CSV

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Reports

Open Settings → Data, find Reports, and choose a report: Reports include charts and tables. Where a date range applies, choose the last 7, 30, or 90 days, year to date, last year, or a custom range. Outstanding and overdue reports use the current unpaid invoice state instead of a selected reporting period. The Sales Tax Report helps you review recorded tax amounts; it does not file returns or determine which expenses are tax-deductible.

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Ask for additional analysis

Every Agent can analyze your available workspace records beyond the built-in reports. Be specific about the dates, currency, and whether you mean issued invoices or payments received:
These are agent requests, not additional report tabs. Review the records and assumptions behind the result before using it for accounting decisions.

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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 invoice exports
  • Fork preset formats into custom ones

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Quick Start

Invoice export: Settings > Data > Export invoices > Choose preset > Set filters > Preview > Download CSV Expense export: Settings > 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
Xero imports usually create drafts. Review them in Xero before approving or sending.

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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
Wave import depends on Wave Connect. There is no direct CSV upload flow in Every itself.

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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
Forking is the fastest way to build a custom export that is close to Xero or Wave but needs a few extra fields.

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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 invoice export setups so your team can reuse them. Expense export layouts can be customized for the current export, but cannot be saved as reusable templates. Templates can store:
  • Export type
  • Preset/custom column layout
  • Filters
  • Date mode
Examples:
  • Monthly accountant export
  • Quarter-end revenue detail

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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.
Preview first when using line-item detail exports. They can produce many more rows than invoice summary mode.
Pick the right date mode for your accountant. Cash-basis reporting often wants paid date; accrual workflows often want issue date.
Save templates for recurring exports instead of rebuilding them every month.

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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

Deals

Open your deals board and table

Import Data

Bring historical clients, invoices, expenses, or other records into Every

Tax Management

Review tax recorded on invoices

Xero Integration

Connect Xero for agent-powered accounting access

Expenses

Analyze business expenses

Every Agent

Ask the agent to help you prepare exports and analyze results
Need help? Contact support at hello@every.ai