Reports & Analytics
Revenue charts, key metrics, Hank's Analysis, and CSV data exports.
Last updated Apr 2, 2026
#Date Range Filtering
All report data is scoped to a date range that you control. A date range selector at the top of the Reports page lets you quickly switch between common time periods or pick a custom range.
| Preset | Description |
|---|---|
| This Month | From the 1st of the current month to today |
| Last Month | The entire previous calendar month |
| This Quarter | From the start of the current quarter to today |
| This Year | From January 1st of the current year to today |
| Last Year | The entire previous calendar year |
| Custom | Pick any start and end date using the date pickers |
When you change the date range, all summary cards, charts, and exports update to reflect the selected period.
#Key Metrics
Summary cards at the top of the Reports page give you a quick snapshot of your business for the selected date range:
- Revenue: Dollar amount collected from paid invoices, plus the number of paid invoices.
- Outstanding: Total unpaid balance across all open invoices created in the selected period.
- Overdue: Total past-due amount. Highlighted in red when any invoices are overdue.
- Estimates Sent: Number of estimates sent, accepted, or declined in the selected period, plus the total dollar value.
- Conversion Rate: Percentage of sent estimates that were accepted by clients.
Tip
Keep an eye on your conversion rate. If it's dropping, consider reviewing your estimate pricing, adjusting your follow-up timing, or using Hank AI to make your estimates more detailed and professional.
#Revenue Charts
Revenue Over Time
A monthly bar chart of your collected revenue for the selected period. The chart automatically groups by weeks for shorter ranges and by months for longer ranges. Currency values on the axis are abbreviated for readability (e.g., "$12.5K").
Revenue by Client
A horizontal bar chart showing your top clients by revenue within the selected date range. This helps you quickly see where your income is concentrated and identify your highest-value clients.
#Hank's Analysis
Hank's Analysis is a plain-language summary of your business performance for the selected period. It reads your actual numbers — revenue, conversions, outstanding balances, payment cycles, client concentration — and highlights what is going well, flags concerns, and suggests next steps.
The analysis is cached for 24 hours. If your data changes and you want a fresh one, click the Refresh button to generate a new analysis.
Tip
Hank's Analysis is available on preset date ranges (This Month, Last Month, etc.) but not on custom date ranges. It requires the Pro plan.
#CSV Exports
Export your data as CSV files for use in spreadsheets, accounting software, or your own records. Four export types are available, each scoped to your selected date range:
| Export | Data Included |
|---|---|
| Invoices | Invoice number, client, title, status, subtotal, discount, deposit, tax, total, created date, due date, and paid date |
| Estimates | Estimate number, client, title, status, subtotal, discount, deposit, tax, total, created date, and valid-until date |
| Payments | Invoice number, client, amount, payment method, reference, and date |
| Tax Summary | Invoice number, client, subtotal, tax rate, tax collected, discount, total, and paid date — with a summary row at the bottom |
Each downloaded file is named with the export type and date range for easy identification (e.g., invoices-2026-01-01-to-2026-03-12.csv).
Tip
CSV exports are a great way to share data with your accountant or import records into other tools.