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.

1. Open the overview of all documents Main menu/Overview
2. 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.
3. Click Data report
4. Now select the information needed for the report
5. Choose a file format (.csv or Excel)
6. Optional: Click Field order to change the order of the values
7. Click Start report
8. Click Download

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