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

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