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✅ How to Filter, Export, and Report on Sales Data in Britixo
Britixo includes built-in tools to filter, export, and report on all your sales data—including invoices, estimates, payments, and credit notes. These features help you monitor performance, manage outstanding balances, and export structured data for analysis or accounting.
This article explains how to work with filters, exports, and sales reports.
🔍 Use Filters to Refine Sales Lists
Log in to Britixo at https://britixo.com/app/login .
Navigate to any sales module: Invoices , Estimates , Proposals , or Credit Notes .
Click the Filter icon near the top right.
🧾 Common Filter Options
You can filter by:
Client Name
Invoice/Estimate Status (e.g., Paid, Overdue, Draft)
Date Range (e.g., This Month, Last Year)
Assigned Staff
Tags
Currency
Amount Range
Payment Status
Click Apply Filters to view refined results.
Use Clear Filters to reset the list.
📤 Export Sales Data to CSV
After applying filters (or not), click the Export button.
Choose Export to CSV or Export to Excel .
Britixo will download the filtered results, including line-item details such as:
Invoice or Estimate ID
Client Info
Totals, Taxes, Discounts
Status
Dates and Reference Numbers
📈 Access Sales Summary Reports
Go to Reports → Sales from the left-hand menu.
Choose a report type:
Sales by Client
Sales by Staff
Total Invoices Issued
Monthly Sales Totals
Taxes Collected
Overdue Invoices
Proposals by Status
Set date ranges and filters for each report as needed.
Reports are shown visually (bar, line, or pie charts), and can be exported to PDF or CSV.
🧠 Tip
Use reports monthly or quarterly to track cash flow, staff performance, and pipeline value. Export data to your accountant or link with your preferred bookkeeping tools for deeper insights.
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🧠 Still need help?
Check out the full documentation or explore our video library or follow the link below to create a support ticket.
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