Generating and downloading a report
Steps
- In your Firmhouse project, go to Reports in the sidebar.
- Find the report you need and click Get report.
- Fill out the input parameters for your report. Some are required and some are optional.
- Choose the fields you want included in the report.
- Click Generate report.
- Wait for the report to be generated. Most reports only take a few seconds or minutes, while large reports with wide date ranges can take longer.
- Follow the status under the Generated reports heading. Larger reports show progress while Firmhouse prepares the file.
- A download button will appear when the report is ready.
- Click Download.
Exporting filtered invoices
On the Invoices page, you can search invoices, select one or more invoice statuses, and (when overdue invoices exist) filter to overdue invoices. The invoice count at the top of the page shows how many finalized invoices are in the project. The Export invoices to CSV button uses the filters currently applied to the invoice list. If you search for a customer, select invoice statuses, or filter to overdue invoices, the generated CSV will only include matching invoices.Following progress for larger reports
When a report needs more time, the generated reports table shows that the report is still being generated and displays progress once Firmhouse knows how much work is left. This gives you a clearer sense that the export is still running, instead of leaving you with only a loading spinner. You can refresh the page while a report is being generated. Firmhouse keeps the progress and continues preparing the file. The generated reports table also shows the selected filters for each export, so you can confirm which settings were used before downloading the file.Cancelling or deleting generated reports
- If a report is still running, you can use Cancel to stop generating it.
- If a report is already finished, you can still Download it until it expires.
- You can also delete a finished report earlier if you no longer need it in the list.