Generate an Income Report or an Expense Report in Artwork Archive by filtering your Revenue items first, then naming the Report so the right header shows on your PDF.
In Artwork Archive, both Income Reports and Expense Reports come from the same place: the Income tab. There is no separate Expense Report button.
You filter your Income items first, generate an Income Report, and the title you give it becomes the header on the finished PDF.
This guide covers how to set those filters and name the Report so you get exactly the Report you need.
Note:
Income and expense reporting is available for Artist Professional, Artist Master, and all Organization account types.
Upgrade your account in your Artwork Archive account settings.
Step 1: Set Your Filters
Before you generate your PDF Report, use filters to control exactly what lands in the report.
Navigate to Income in the left-side menu
Select the Filter menu at the top and choose what to include:
For an expense report, filter by Type > Expense (All) to leave out revenue
For an income report covering only revenue items, filter by Type > Revenue (All) or Revenue (Non Sales) to leave out expense items
For an income report covering both revenue and expenses, leave the Type filter open, on All
Add any other filters you want on top of that, such as a Date range, Category, or Payer/Payee
Example: For a full tax year, filter by Date > Yearly Date Filters > select the year
Step 2: Name and Generate the Report
The title you enter becomes the header shown inside the PDF, so naming it correctly is what makes an Income Report read as an Income Report and an Expense Report read as an Expense Report.
Click + New Report in the top menu and choose Income Report (Revenue + Expense)
In the report form, set the report title:
Enter Expense Report (or your preferred title) if you filtered to expenses only
Enter Income Report (or your preferred title) if you filtered to revenue items only
Enter any preferred title for a combined Revenue and Expense report
Generate the Report. You will be taken to your Reports page.
Select the blue report title to View, Download, Copy URL, or Share your Report PDF
Your PDF will display the title you entered as its header and include only the items your filters allowed, whether that is expenses only, revenue only, or both.
Did you know?
The Report pulls from whatever filters are active on your Income page at the moment you generate it.
Set your filters first, then create the report.
Report Examples
Income Report Example
Expense Report Example
