---
title: Reports & Analytics (Pro addon)
description: Visual dashboard for invoice revenue, outstanding balances, payment status, and per-client performance — with date-range filters and CSV export.
---
Pro · Personal tier (free with Pro)
Included free with Easy Invoice Pro — no license key required. Get Easy Invoice Pro →
# Reports & Analytics
Stop guessing at your business performance. A visual dashboard answering the questions you actually care about: How much did I bill last month? Who hasn't paid? Which clients drive the most revenue? Filter by any date range, export the data for your accountant, and decide on data.
## When to use it
- It's the end of a quarter and you want a quick "how did we do?"
- You want to know which clients are your best (and worst) revenue drivers
- You need numbers for a tax return, an investor update, or a loan application
- You suspect overdue invoices are growing but want to see the data, not eyeball the list
## Enabling
1. Open **Easy Invoice → Addons**
2. Find **Reports & Analytics**
3. Click **Activate**
A new **Reports** entry appears in the Easy Invoice in-app sidebar. (On the free plugin this entry shows with a "Pro" upsell badge.)
## What's on the dashboard
The Reports page is split into four main visualizations:
### Revenue over time
A line / bar chart of your invoiced revenue with selectable date ranges:
- **Today**
- **This week / Last week**
- **This month / Last month**
- **This quarter / Last quarter**
- **This year / Last year**
- **Custom range** — any start and end date
You can switch between **Invoiced** (everything billed) and **Collected** (only what's been paid). The collected number is your actual cash; the invoiced number is your top-line revenue.
### Outstanding balances
Pie chart breaking down what's still owed by status:
- **Overdue** (past due date) — usually the urgent bucket
- **Pending** (due but not overdue)
- **Partial** — partially paid, balance remaining
Click any slice to drill into the underlying invoices and chase them up.
### Per-client performance
A leaderboard of your clients ranked by total invoiced revenue. Filter by date range to see "who were my best clients last quarter?" or "which clients have I never billed?". Each row shows:
- Total invoiced
- Total collected
- Outstanding balance
- Number of invoices
- Average invoice value
Great for client review meetings and prioritizing where to invest your attention.
### Payment status mix
Bar chart of invoices by status (Paid / Partial / Pending / Overdue / Draft) across the selected date range. Quickly spot whether collections are healthy or whether overdue is creeping up.
## Filters
Every chart shares a single date-range filter at the top of the page. Change it once and every chart updates.
You can also filter by:
- **Client** (single or multiple)
- **Invoice status**
- **Currency** (if you bill in multiple currencies)
- **Tag** (if you tag clients or invoices)
## Export
The **Export this report** button on each chart downloads the underlying data as CSV. Pairs with the [Bulk Email & Export addon](./bulk-operations) for cross-dataset exports.
## Settings location
Reports has its own admin page (reached via the Easy Invoice sidebar). No separate settings — the page IS the report.
## See also
- [Bulk Email & Export](./bulk-operations) — for raw CSV exports across all data
- [Smart Reminders & Late Fees](./smart-reminders) (Professional) — to auto-recover the overdue balances Reports highlights