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How to get Income Reports & Export Expenses
How to get Income Reports & Export Expenses

Create reports of your art business expenses.

Katie Carey avatar
Written by Katie Carey
Updated over a week ago

How to create a comprehensive Income Report:

To create a Report of all your currently listed revenue and expenses, click on Income on the left-side menu, then click on Revenue/Expenses underneath. Click on Reports in the top menu. 

Select Income Report (Revenue + Expense) from the drop-down menu. 

You'll be redirected to Reports. All Reports will show up here after they are created.

Click on the blue title Income Report in the Report column and choose from the drop-down menu to either View, Download, Copy URL, or Share.

How to filter Expenses and create a specialized Expense Report:

To create a Report of all Expenses:

Click on Income in the left-side menu and select Revenue/Expenses underneath. Then click on the Type box in the Filter menu and select Expenses (All) from the drop-down menu.

To create a Report of certain Expenses:

Click on Income in the left-side menu and select Revenue/Expenses underneath. Then, use the Filter menu to filter expenses based on type of payment, expense category, revenue category, payee/payer, and Start Date to End Date.

Once you have filtered the Expenses you would like to report on, select Income Report from the Reports drop-down menu. 

You'll be redirected to Reports. All Reports will show up here after they are created.

Click on the blue title Income Report in the Report column and choose from the drop-down menu to either View, Download, Copy URL, or Share.

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