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