Titanium Invoice Documentation Hub

Explore feature guides, reports and exports, and our privacy-first security stance.

Reports & Exports

Review key numbers, then export when you need to — with clear, privacy-aware confirmations every time.

Encrypted by Default

Your data is stored locally and protected by Apple platform security. Exporting creates a copy outside the app’s protected storage; you’ll always confirm before proceeding.

Overview

Use Reports & Exports to review summaries in-app first. If you choose to export, Titanium Invoice™ explains the format and destination before creating an export copy outside the app’s protected storage.

Security first: If iCloud Sync is enabled, Titanium Invoice™ encrypts sensitive sync data before upload to Apple iCloud services, consistent with TNO. Exports (CSV/PDF/ZIP) are opt-in and require explicit confirmation.
Learn more: Privacy-Aware Exports.

Available Reports

These reports are live and ready to use:

  • Unpaid Invoices — PDF/CSV summaries of outstanding balances.
  • Income by Month — CSV trend breakdown of monthly revenue.
  • Client Statements — PDF statements with optional branding.
  • Tax-Time Export — CSV/ZIP bundle with accountant-ready schemas.

Exports require authentication before the export proceeds.

Export Flow & Privacy Confirmations

  1. Open Settings → Reports & Exports.
  2. Select a report and review the on-screen summary.
  3. Tap Export. A Heads-up dialog explains that export files may be readable outside the app’s protected storage, depending on where you save or share them.
  4. Authenticate (Face ID/Touch ID/device passcode) to proceed.
  5. Choose your destination (Files, Mail, Messages, etc.).

This extra step prevents accidental disclosure and keeps exports intentional.

Formats

  • CSV — best for spreadsheets, accounting tools, or tax software.
  • PDF — ready-to-share summaries (branding options apply; see Branding).
  • ZIP — when multiple CSVs and/or attachments are included, you may receive a single ZIP bundle.

Branding on Reports

Report PDFs can include your company logo and footer details if branding is enabled. Control this in Settings → Branding and Settings → Statements Branding.

Delivery Options

  • Save to Files (iCloud Drive / On My iPhone / external providers)
  • Share Sheet to Mail, Messages, AirDrop, or third-party destinations
  • Open in… to hand off directly to compatible apps

Once exported, files are outside Titanium Invoice™’s protected storage. Store and share responsibly.

Best Practices

  • Verify before sharing: open your CSV/PDF and confirm totals, date ranges, and client names.
  • Use secure destinations: prefer a private iCloud Drive folder or a shared vault with access controls.
  • Rotate exports: delete outdated files you no longer need.