Reports Walk-through

Reports Panel Walk-through #

You can access the reports section from the side menu on the left of your dashboard by selecting the “Reports” menu icon.

1. Report type: Documents #

The report by documents gives you an overview of selected types of documents (invoices, bills or quotes) by type, status, time period and partners.

• • • Documents report. report are generated by listing selected documents type of selected status, with selected clients, over a selected time period.
    • Status : Select a document status to  generate documents report.
    • Document Type : Select a document type to  generate documents report.
    • Partners : Select a single partner or all to  generate documents report.
    • Period : “All Time”, “Month”, “Year”, or “Custom value”, are the available periods You can select in order to generate documents report.
    • Currency: choose a single currency to generate your documents report.
    • Documents report. can be exported in PDF, XLS, XLSX or CSV file format for external use such as e-mail, presentation or friendly print format.

2. Report type: Payments #

Payments report provide you with an insight of the cash-flow / payments dynamic of your company.

• • • Payments report are generated by listing selected payments type, with selected clients, over a selected time period.
    • Document Type: Select a document type to  generate Payments report.
    • Partners: Select a partner or all partners to  generate Payments report.
    • Period: “All Time”, “Month”, “Year”, or “Custom value”, are the available periods You can select in order to generate Payments report.
    • Currency: choose a single currency, or all currencies to generate your Payments report.
    • Payments report can be exported in PDF, XLS, XLSX or CSV file format for external use such as e-mail, presentation or friendly print format.

3. Report type: Analytical Card #

Analytical card report provides a profile of a single client based on his bills, invoices, and payments.

• • • Analytical card are generated by listing all invoices and bills with payments and balance for a single client, over a selected time period.
    • Period : “All Time”, “Month”, “Year”, or “Custom value”, are the available periods You can select in order to generate Analytical card.
    • Partners: Select a partner or all partners to  generate Payments report.
    • Currency: choose a single currency to generate Analytical Card report.
    • Analytical Card can be exported in PDF, XLS, XLSX or CSV file format file for external use such as e-mail, presentation or friendly print format.

4. Report type: VAT Credit #

Vat Credit report provide with the information of your current VAT credit based on the invoiced and billed documents.

• • • Vat Credit report are generated from the equation : (Invoice VAT) – ((Bill VAT)-(excluded Bill VAT)) , over a selected time period.
    • Period : “All Time”, “Month”, “Year”, or “Custom value”, are the available periods You can select in order to generate VAT credit report.
    • Currency: choose a single currency to generate your VAT credit.
    • VAT credit can be exported in PDF, XLS, XLSX or CSV file format file for external use such as e-mail, presentation or friendly print format.

For more information you can open a new ticket at support.lambda-it.me.

Or contact us with the contact form.