Reports lets you download your business data from Inly, for bookkeeping, taxes or keeping your own records. You can download four kinds of report, each for a whole year, a quarter or a single month.
To open Reports:
Click your initials at the bottom of the left sidebar to open your account settings.
Click Reports in the settings menu.
The four reports at a glance
Pick a report from the Export menu. The options under it change depending on which report you choose.
Report | You get | What's in it | Choose a date range? |
Payment Records | CSV spreadsheet | Every payment you received through Inly | Yes: a year, quarter or month |
Clients & Leads | CSV spreadsheet | Every client and lead, with contact details and invoice totals | No, it includes everyone |
Flows | CSV spreadsheet | Every flow, with client, documents, status and payment totals | No, it includes every flow |
PDF Statement | ZIP file of PDFs | A PDF copy of each invoice, one file per invoice | Yes: any From and To dates |
Payment Records
A spreadsheet of every payment you received through Inly in the period you choose. It's the one to send your bookkeeper or use at tax time.
Choose Payment Records from the Export menu.
Under Period, choose Entire year, a quarter (for example Q1 (Jan - Mar)) or a single month.
Under Year, choose the year you want.
Click Download.
The report only includes payments made through Inly, such as card and ACH payments.
Clients & Leads
A spreadsheet of all your clients and leads, with their names, emails, phone numbers, addresses and invoice totals. Use it to back up your contact list or move it into another tool.
Choose Clients & Leads from the Export menu.
Click Download.
This report has no date options. It always includes everyone in your Clients list.
Flows
A spreadsheet of all your flows. For each one it shows the client's details, the types of document it contains (for example proposal, contract or invoice), its status and its payment totals. Use it to review all your projects in one place.
Choose Flows from the Export menu.
Click Download.
This report has no date options. It always includes every flow.
PDF Statement
A ZIP file with a PDF copy of every invoice dated in the range you choose, one PDF per invoice. Use it when you need copies of the invoices themselves, for example for an accountant or an audit.
Choose PDF Statement from the Export menu.
Enter a From date and a To date. These start out as the first and last days of the current year.
Click Download.
To see the PDFs, open the ZIP file on your computer. On most computers, double-clicking it is enough.
Common questions
Can I open a CSV file in Excel or Google Sheets?
Yes. CSV files open in Excel, Numbers and Google Sheets.
Why can't I pick dates for Clients & Leads or Flows?
These two reports always include everything, so you get your full list each time.
I run more than one business. Which business's data do I get?
You get data for the business you're currently viewing. To get another business's reports, switch to it with the business name at the top of your dashboard.
Need more help?
Click the purple chat bubble in the bottom-right corner of any page to chat with our team, or email support@inly.com.
Users can easily generate a report (.CSV) of their business income, and transactions within inly. Data can be aggregated for a specific month or by the calendar year of choice.
Here are the steps to generate a report in inly:
1. Click the "Settings" button in the lower left-hand corner.
2. From the menu, select, "Reports" located at the bottom of the settings menu.
3. Select the month and/or year from the dropdown menu. Once these inputs have been selected, click "Download" to export the final document. (.CSV)
4. The .CSV will include the Client Name, Payment ID, Total, Tip, Processing Fee, Payment Method, Payment Status, Applicable Refund Information, and the timestamp for the payment.
For any additional questions, please reach out by clicking on the chat box or at support@inly.com and a team member would be happy to assist you.