Reports

Reports is a single hub for every export-ready view of your data — revenue, invoices, pipeline, projects, payouts, and more, organized by category instead of scattered across each module.

Tabulox reports hub showing report cards grouped by category

Browsing reports

The category pills across the top (Core, Sales, Projects, Finance, Operations, Marketing) filter the grid, and the search box (press /) finds a report by name. The counts at the top right show how many reports there are and how many are live.

The reports

  1. Revenue Report (Core)

    Invoiced, collected, outstanding, and overdue totals by date range — or, by payment date, the money that actually arrived (see below). Start here for "how are we actually doing" questions.

  2. Invoices Report (Core)

    The full invoice list with status, totals, aging, and quick filters — built for operations and accounting work, like Invoices but reshaped for exporting and filtering rather than day-to-day action.

  3. Upcoming Invoices (Core)

    What's about to come due: due-soon, scheduled, draft-to-send, and renewal invoices in one list.

  4. Payouts Report (Finance)

    A reportable view of what's moved from Stripe to your bank — the historical companion to the live Payouts page.

  5. Tax Report (Finance)

    Collected and owed tax figures for a given period.

  6. Quotes Report (Sales)

    Every quote with status and value, for tracking win rate and pipeline velocity from the Quotes side.

  7. Opportunities Pipeline (Sales)

    A reportable rollup of Opportunities — stage, value, and age, without the day-to-day triage UI.

  8. Project Report (Projects)

    Delivery status across every Project — useful for a portfolio-level check rather than one project at a time.

  9. Inquiry Report (Operations)

    Volume and outcomes for inbound inquiries over time.

Note

Lead Sources (Marketing) opens the Inquiry Report, which breaks your opportunities down by where they came from — website forms, referrals, social and so on.

Using a report

Click View on any card to open it. Most reports share the same shape: a date-range control, one or more filters specific to that report, a data table, and an export action for pulling the numbers into a spreadsheet.

The revenue report by payment date

The revenue report can look at a period two ways — switch with By: Invoice date | Payment date next to the period:

  • Invoice date — invoices issued in the period: what you invoiced, what's been collected on them, what's outstanding and overdue, and the invoice register.
  • Payment date — the money that arrived in the period, whenever it was invoiced: payments received, clients who paid, refunds, and net collected, with a payment register (date, invoice, client, how it was paid, amount).
The revenue report by payment date: a summary of payments received, refunds and net collected, and the payment register

By payment date matches the Dashboard's "Collected, last 30 days" — its See full revenue report link opens this view over the same 30 days. Export (PDF or print) follows whichever view you're on.