Reports > Advanced > Invoices-specific reports Advanced reports are pre-defined (except for the "Income received" report). Simply click on the relevant link and the report will be generated as a spreadsheet. Invoices specific reports include: • Accounts receivable* • Client statements • Retainer balances • Project budgets • Income received** *When you run an "Accounts receivable" report, you have the option to sub-total the results by invoice number. If you select this option, each client in the report will have extra rows for the invoice sub-totals. (You may need to click on the "Show all" link to see these extra rows.) If you click on an invoice number in the report, a pop-up dialog box will appear, giving you the details of that particular invoice. If "one project per invoice" is selected in the Invoices section of company settings, you will also be able to subtotal by Project. Because invoices are generated per customer and not per project, all items in an invoice must have the same project to be included in this report. Therefore, if the "one project per invoice" selection was made after invoices were created, this could cause a discrepency between the subtotals by invoice and by project. **To run an "Income received" Advanced report: Select the time period for which you want the data to be calculated, and the number of periods for which to calculate it. There are default periods available. If you have created any custom time ranges, they will also be available in the selection list. The default ending date for this report is "Today", or the current date. To run a report for an earlier time period, specify a different ending date in the "Other" field. Note: When you run a report, you have the option to save it so you can run the same report over again. When you are setting up a report, check the "Save this report as..." check box, and enter a name for the report. The next time you want to run the report, go to the "Saved reports" tab, and click on the "run" icon for that report. You can also edit and delete saved reports. For more information on saved reports, see Reports > Saved Reports. Also note that Advanced reports have pre-defined layout parameters.