Menu | Description |
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Report | Select the FreshBooks report you want to run. The following reports are available: Clients | Returns a list of clients. A client is a resource representing an entity you send invoices to. | Estimates | Returns a list of estimates. Estimates provide owners and clients with a way to agree and negotiate on the price and scope of work before it commences. | Expense Category | Returns a list of expense categories. These group expenses together to aid in expense tracking. | Expenses | Returns a list of expenses. Expenses are used to track expenditures your business incurs. | Gateways | Returns a list of gateways. These are also referred to as Payment Processors. The information returned by these endpoints specifies what payment processors are enabled for your businesses. | Identity | Returns OAuth authentication, preferences, permissions, roles, and business information. | Invoices | Returns a list of invoices. Invoices are sent to clients and detail specific goods or services performed or provided by the Administrator of their System, and the amount that Client owes to the Admin. | Items | Returns a list of items. Items are stored from invoice lines to make invoicing easier in the future. | Payments | Returns payment information. Payments are a record of the payments made on your invoices. | Projects | Returns a list of projects. These are used to track business projects and related information such as hourly rate, service(s) being offered, projected end date, etc. | Staff | Returns a list of employees. | Systems | Returns accounting systems information. An accounting system represents an entity that can send invoices. | Tasks | Returns a list of tasks. Tasks in Freshbooks represent services that your business offers to clients. Tasks are used to keep track of details of the service such as name and hourly rate. | Taxes | Returns tax information. | Time Entries | Returns time entries. Time entries represent time spent working for a client or project. |
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Account Name | Select the name of the account you want to retrieve information for. |
Business Name | Select the name of the business you want to retrieve information for. |
System Name | Select the name of the system you want to retrieve information for. |
Duration | Select whether you want to pull data for a specific date or a date range. |
Report Date | Select whether the report data is for a specific date or for a relative number of days back from today. |
Select Specific Date | Select the date for the report. |
Days Back | Enter the number of past days that should appear in the report. |
Start Date | Specify whether the first date in your date range is a specific or relative date. You select the last date in your range in End Date . |
End Date | Specify whether the second date in your date range is a specific or relative date. You select the first date in your range in Start Date . |
Select Specific Start Date | Select the first date in your date range. |
Select Specific End Date | Select the second date in your date range. |
Days Back to Start From | Enter the number of the farthest day back that should be represented in the report. Combine with Days Back to End At to create a range of represented days. For example, if you entered 10 for Days Back to Start From and 5 for Days Back to End At , the report would contain data for 10 days ago up until 5 days ago. |
Days Back to End At | Enter the number of the most recent day back that should be represented in the report. Combine with Days Back to Start From to create a range of represented days. For example, if you entered 10 for Days Back to Start From and 5 for Days Back to End At , the report would contain data for 10 days ago up until 5 days ago. |