How to: Create an Invoice Data Report
Create a report with all the required invoice content. You can download the report as .csv or in Excel format.
Note: In this report you can also analyze items of the invoices including the specification of quantity, unit prices and much more. For a report of this type, the values must have been entered in advance.
- Open the overview of all documents Main menu/Overview
- Now use the existing filters. With the filters you can now define time periods, reduce the report to certain companies or even refer to a certain supplier or workflow.
- Click Data report
- Now select the information needed for the report
- Choose a file format (.csv or Excel)
- Optional: Click Field order to change the order of the values
- Click Start report
- Click Download