> ## Documentation Index > Fetch the complete documentation index at: https://docs.every.ai/llms.txt > Use this file to discover all available pages before exploring further. # Reports & Export > Track revenue, monitor outstanding invoices, analyze client payment patterns, summarize expenses, and export data to CSV for Xero, Wave, or custom formats ## 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. View your reports and analytics dashboard Export your data to CSV *** ## 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 *** ## Reports ### 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) **Ask Every Agent:** Track revenue metrics: * "Show me my total revenue for Q4 2024" * "What was my revenue last month?" * "Create a revenue report by client for this year" ### 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 Focus collection on the 31-60 day bucket - not too early, not too late! **Ask Every Agent:** Monitor unpaid invoices: * "Which clients owe me money?" * "Show me all overdue invoices" * "What's my total outstanding balance?" ### 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 **Ask Every Agent:** Analyze client payment patterns: * "How quickly does ACME Corp usually pay invoices?" * "Show me which clients are the slowest payers" ### 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 **Ask Every Agent:** Analyze your expenses: * "What were my total expenses last quarter?" * "Show me unbilled expenses for ACME Corp" ### 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%) **Ask Every Agent:** Track billable hours: * "How many billable hours did I work this month?" * "Show me unbilled time entries for ACME Corp" * "What's my utilization rate for Q4?" ### Tax Reports **Sales Tax:** Total collected, by rate/client, remittance due, filing summaries **Expense Tax:** Total deductible, by category, receipt status, year-end summary ### Payment Reports **Metrics:** Total received, payment methods, average amount, timing (days to payment), online vs manual **Trends:** Payment velocity, preferred methods, seasonal patterns ## 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 **Ask Every Agent:** Calculate key metrics: * "What's my average invoice amount?" * "What's my monthly recurring revenue?" **Trends:** Revenue growth, client base growth, deal size changes, payment speed, expense growth **Visualizations:** Trend lines, moving averages, period comparisons, forecasts ## Client Analytics **Top Clients:** Ranked by total revenue, period revenue, invoice count, avg invoice, payment speed **Ask Every Agent:** Identify top clients: * "Who are my top 5 clients by revenue?" * "Show me my most valuable clients" **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 ## 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 ## 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 **Review weekly** - Set a recurring calendar event for key metrics. **Track trends** - Month-over-month and year-over-year comparisons reveal more than snapshots. **Monitor cash flow** - The outstanding invoices report is crucial for cash management. *** ## 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 ### 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 ### 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 ### 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 ### Preset Formats #### 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. #### 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. #### 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 ### Export Filtering #### Date Range Use presets such as: * This Month * Last Month * This Quarter * Year to Date * Last Year * Custom range #### 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** #### Expense Filters Filter expense exports by: * Expense date * Billing status * Category * Archived vs active records ### Customizing Exports #### 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. #### 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 #### 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 ### 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. ### 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. *** ## Next Steps View your business dashboard Bring historical clients, invoices, expenses, or other records into Every Generate tax compliance reports Connect Xero for agent-powered accounting access Analyze business expenses Ask the agent to help you prepare exports and analyze results **Need help?** Contact support at [hello@every.ai](mailto:hello@every.ai)