About Reports
A report is a template that Billings uses to find and process information for a specific purpose. For instance, Billings includes an Unpaid Invoices report that shows you which clients have invoices with outstanding balances. Reports generally take information from your database, and summarize it in a useful way.
Billings comes with 30 reports including:
- Unpaid Invoices
- Tax Collected
- Mileage Summary
- Estimated vs. Actual Time and Cost
You can access reports by choosing View > Reports. When you run a report, you have the option of printing it, and from the print window, you can save it as a PDF.
You can customize the reports that Billings includes to change their appearance or content, and create reports from scratch. However, doing so is a technical process that requires some familiarity with software development.