Downloading your Zervant Reports

We currently offer five types of reports allowing you to keep track of your invoicing and export your sales information for your accountant or accounting software.
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Sales report

Shows all your invoices categorised by month and details how your sales figures are progressing over time.

 

Sales by customer / by product

Formerly known as "sales breakdown", these reports inform you who your most valuable customers are, as well as your best-performing products/services. 

Both the above report types can be downloaded as a pdf or as .xlsx or .csv file.

 

Transactions Report

Shows your invoices along with their relevant status:

  • Open: your outstanding invoices that you have created during a chosen period on top of the page
  • Paid: the invoices that you have marked as paid during a chosen period

The Transactions report can be downloaded as .csv, .xlsx file or as PDF invoices.

Please note: the option >Download pdf invoices will automatically download all your invoices over your chosen period as separate PDFs in a .zip file . This is useful if you have a lot of invoices.
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Pre-Accounting Report

Lists your transactions cash-based and according to double-entry bookkeeping. This should help you to transform your sales information for your accounting with greater ease.

You can download this report in a .csv, .xlsx or .si format.

 

Useful tips about Zervant reports:

  • Drafts, deleted invoices and estimates are not shown in any of these report types.
  • Unfortunately, it is not yet possible to add additional information/columns to these reports.
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