Dashboard

The Dashboard provides a high-level statistical overview of your invoices and receipts. At a glance, you can view total counts and values for both document types, including period-over-period percentage changes. The interface also features a sortable table detailing items sold and a graphical trend chart for the selected timeframe. To refine your data, use the filter options in the top-right corner to toggle between specific folders and date ranges.

• Key Metrics: View total volume and value for invoices and receipts, with automatic comparisons to the previous period.
• Item Sales Table: Track item quantities and amounts. Click any column header to sort the data.
• Visual Daily Trends: A graphical chart displays performance fluctuations over time.
• Custom Filters: Use the top-right menu to filter by Folder or Date Range to customize your view.

Additionally, you can click the Save icon in the top-right corner to export your dashboard info cards as an image for easy sharing or reporting.