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Drag. Drop. Done. FreshBooks Reporting Made Easy.

Answers to Your FreshBooks Reporting Questions

Take advantage of Easy Insight to extend your FreshBooks reporting capabilities to the next level of visibility and analysis. Keep a pulse on the health of your business's financial health through KPIs of your invoices and expenses. Easily apply custom filters to analyze data by vendor, category, dates, or any of the other fields in FreshBooks. View data as lists, charte, trees, maps, or any of the other rich forms of visualization offered by Easy Insight. Share the reports with your coworkers or embed them into other dashboard products.


Prebuilt Reports to Get You Started

Whether it's a line chart showing your billings over time, a tree giving you a hierarchical report on your expenses, or a simple list of time tracking hours with a variety of optional filters, our rich library of prebuilt reports can help you get a quick start. Want to modify a prebuilt report to meet your specific business needs? Our rich web interface has been designed to make it as easy as possible for business users to make those tweaks and get the FreshBooks reports they need. Build a particularly cool report? You can add it to help others with a single click.


Export and Connect

You can export your reports into Excel, PDFs, PNG, or simple HTML tables. Set up recurring email delivery of reports so that you have the latest update on invoice status waiting in your mailbox every morning. Combine your FreshBooks data with other systems such as Highrise, Salesforce, or Constant Contact to build out a single unified view of client activity to more effectively manage your business. You can even pull up reports for display on any mobile web-capable device so that you're always on top of your data.


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