Invoicing Report

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This section enables to overview and analyse invoicing items across the system with possibility to export data (*.xls,*xlsx and *csv). Here reports are presented in the form of the table. Invoicing Report generates the statistics according to the invoices, if you delete an invoice, the data will be no longer present in the report. The report shows data according to the variables determined in the invoice template.

Screenshot: Invoicing Report section/query form

To create new report

In order to create a statistic report go to the Statistics and open the Invoicing Report section. Then you need to fill out the form with next parameters:

Section	Field Description
Filters	On the Filters menu, select convenient parameters for the report. To cancel any filter, click the delete sign next to the filter. You can start a quick search by typing filters' names in the bar at the top of a drop-down menu with filters. It will display all filters with taped letters.
	Period	Specify an interval for the report. Please note, that the "Period" field is mandatory.
	Owner	Define a reseller for the report
	Invoice Type	Select from the drop-down list the type of invoice: outgoing/incoming
	Client Type	Choose a respective parameter for statistics data: Client/Reseller/Calling Card/Call Shop.
	Client	Define a client for the report
	Invoice	Specify the name/number of invoice
	Payment Account	Select from the drop-down list the type of payment account: Services/Products fees/Extra charges outgoing/Extra charges incoming/SureTax/Calling Cards Fees/Accounts Receivable/Accounts Payable/General
Output	This form contains settings of the output data of the report. Click plus sign near the "Columns" and select columns to output a report data. Also, you can cancel any chosen item.
	Accessible columns in the report
	Client	Name of the client
	Date	The date when an invoice was generated
	Payment Account	Type of payment account: services/packages
	Invoice Number	Number of invoice used in the report
	Service	Type of services
	Description	Details specified in invoice templates, for example, quantity of services, country code, code name, package name
	Volume	Volume of the service, for example, duration of the event
	Unit	Unit that was used for rates and packages limits
	Rate	Price per 1 rating unit that was used
	Cost	Total price of used services/products
	Tax	Financial charge for services/products used in invoice
	Currency	Currency used in invoices
	Period Start	Start period of the invoice
	Period Finish	End period of the invoice
	TZ	Timezone of invoices
	Other output settings
	Type	Choose a format of the report from a drop-down list: Web/CSV/Excel XLS/Excel XLSx.
	Send to	You can send generated reports via e-mail. For example, it is useful when it takes a lot of time to run the report. Also, it is possible to specify several e-mails. This feature is available only for CSV/Excel XLS/Excel XLSx formats of the report, it doesn't work with Web.
	Currency	Specify an output currency for the report. And all values will be automatically converted in the report to the specified currency.

After selecting all needed parameters, click “Query” button and the system will generate a report:

Screenshot: Invoicing Report report example

Also, you can create a template for reports and save specified parameters by clicking "Save Query" button. A pop-up window with settings will appear and you need to fill out the form.

To find more details about templates, please refer to the Report Templates article in our User Guide.

Invoicing Report toolbar: export, chart.

You can export data to a CSV and XLSx file which contains only currently presented data, no automatic request to update data while exporting.

1. To download a report in .csv, click the "Export to CSV" button on the toolbar.

2. To download a .xlsx file, click the "Export to XLSx" button on the toolbar.

3. You can check an actual date interval by clicking the Info icon .