Reports
Reports for owners and accountants
Track revenue, paid status, overdue work, clients, catalog activity, and export-ready records for the owner and accountant.
- Invoice status
- Revenue summaries
- Reports ready to download
- Accountant tools on PyME
Your day, with fewer steps
Move from first action to follow-up without rebuilding the record.
Begin with context, do the work, and leave the record ready for what comes next.
Visibility
Reports that follow real operations
Reports use the same records you update every day, so the owner gets a clear view without matching information from separate files.
- Pending revenue
- Processed invoices
- Client activity
- Download details
From signal to detail
Filter the month before the month turns into another spreadsheet.
Choose the period, client, status, or invoice, update the report, then download the same filtered view for the next review.
For owners who need clean visibility without spreadsheet cleanup
What stays close
The useful details remain part of the record.
- Invoice status
- Revenue summaries
- Reports ready to download
- Accountant tools on PyME
Questions about this feature
Direct answers before you add this process to the day.
How many report PDFs can I save?
Individual includes 3 saved report PDFs per month, Pro includes 50, and PyME includes 250 that remain available for 1 year. The number of invoices in each saved report also depends on the plan.
Which advanced downloads are included?
PyME includes additional reports for accountants and Puerto Rico-specific downloads where they apply.
Reports
Ready to bring this work into one place?
Open your business account and keep this feature connected to the rest of the service day.