How to Generate Reports in the CRM
May 11, 2026 · tropicalhilladmin
The Reports section is intentionally focused: right now it offers one report — the Invoice Report — built for pulling a clean, presentable summary of your invoicing over any date range.
Generating an Invoice Report
Click Invoice Report to open the report builder.
Pick a From and To date — it defaults to the trailing 12 months, but you can set any range you need.
Choose how to sort the invoices: by Date, Invoice #, Customer, Status, Total, or Balance Due.
Choose how to group them: no grouping, or broken into sections by Customer, Status, or Month.
Click Preview PDF to generate the report.
What's in the report
Each invoice row shows Date, Invoice #, Customer, Status, Total, Paid, and Balance Due.
If you chose a grouping, each group gets its own heading (the customer name, status, or month) with its own subtotal row for Total, Paid, and Balance Due.
The report opens in a preview pane first, so you can check it looks right before committing to a download.
Getting the report out
Download PDF saves the exact report you're previewing as a PDF file.
Export CSV exports the same grouped, sorted data as a CSV instead, with group headings and subtotal rows preserved — useful if you want to drop the numbers into a spreadsheet.
Click ← Back from the preview to adjust your date range, sort, or grouping and regenerate without starting over.
A few tips
Group by Status when you want a quick read on how much is still outstanding — the subtotal row per group gives you a fast total of everything unpaid.
Group by Month for a simple month-over-month view of invoicing volume without needing a chart.
Group by Customer before a specific client conversation — it's an easy way to hand someone (or yourself) a clean per-customer summary.
Use CSV export instead of PDF if you want to do further math on the numbers — pivot tables, year-over-year comparisons, and so on are much easier outside a PDF.