Overview
The Invoices Reports feature allows users to generate detailed and summarized reports based on invoice data.
These reports help users:
- Analyze billing activity
- Track completed and pending invoices
- Review customer billing history
- Export financial data for reporting
Accessing Invoices Reports
Navigation Path
From the Main Dashboard:
- Go to Reports
- Select Invoices, and select the report options
Behavior
When selecting Invoices, a side panel opens where users can configure report parameters before generating the report.
Report Configuration Panel
Quick Select
Provides predefined date ranges for faster report generation.
Options
| Category | Values |
| Week | This, Last Week, Last 2–4 Weeks |
| Month | This, Last Month, Last 2–6 Months |
| Quarter | This, First, Second, Third, Fourth |
| Year | This, Last |
| Custom | Any user-defined date range |
Date Range
| Field | Description |
| From Date* | Start date of invoices |
| To Date* | End date of invoices |
Filters
| Field | Description |
| Customer Name | Filter invoices by customer |
| Product | Filter by specific product |
| User Name | Filter by user who created the invoice |
| State | Filter by invoice status |
Report Type
Defines the level of detail in the report.
| Type | Description |
| Summary | Aggregated invoice data |
| Detail | Full transactional invoice data |
Output Format
| Format | Description |
| Printable report | |
| Excel | Editable spreadsheet format |
Generating an Invoice Report
Steps
- Select Invoices from Reports
- Choose a Quick Select option or define dates manually
- Apply filters as needed
- Select Type (Summary or Detail)
- Select Output (PDF or Excel)
- Click Report
Buttons
| Button | Action |
| Report | Generate report |
| Cancel | Close without generating |
Report Output
PDF Report
When selecting PDF, the system generates a formatted document.
Typical Fields
| Column | Description |
| Invoice No. | Invoice identifier |
| Customer Name | Customer associated |
| Reference | Invoice reference |
| State | Invoice status |
| Quantity | Total items billed |
| Amount | Total invoice value |
| Date | Invoice date |
Features
- Clean printable layout
- Totals summary
- Timestamp and user reference
- Page numbering
Excel Report
When selecting Excel:
- Exported as spreadsheet
- Supports sorting and filtering
- Ideal for accounting and analysis
Report Behavior
- Reports reflect real-time invoice data
- Filters directly impact report results
- Summary reports group invoice data
- Detail reports display line-level data
Best Practices
- Use Summary for quick financial overviews
- Use Detail for audits and verification
- Apply filters to reduce large datasets
- Export to Excel for deeper analysis
Common Issues
No Data in Report
- Date range has no invoices
- Filters are too restrictive
Incorrect Results
- Verify filters (Customer, Product, State)
- Confirm correct report type selected
Report Not Generating
- Missing required date fields
- Invalid date range