How can I generate a report of a project’s activity?
From the Reports tab on the left side-bar, select a project and download an Excel (.xlsx) file to review the invoice activity for the selected project.
Various types of reports to gather different types of data
Transactions
Download your full list of documents (proposals and invoices) per project
Can filter to show custom date range, project, status, type
Project Payments
Download your list of payments per project.
Can filter to show custom date range, project
Purchase Orders
Download your list of purchase orders per project.
Can filter to show custom date range, project, vendor, status
Time Billing
Download time billing reports per designer.
Can filter to show custom date range, project, designer, type
Taxes Liability
Download taxes liability reports per project. See how much you owe each tax agency.
Can filter to show custom date range, project
Project Trackers
Download project tracker reports per project (basically the Project Tracker in Excel spreadsheet, by project).
Can filter to show custom date range, project
Profitability Report (after clicking to generate Project Trackers report you can select option to generate the Profitability Report, which weighs the total of all invoiced items within a project against the total of all items on POs within that project)
Ivy Online Payment Breakdown
Download Ivy online payments breakdown to reconcile lumped transfers to your bank account and processing fees for the online payments.
Can filter to show custom date range