This documentation relates to an earlier version of JeraSoft VCS.
View User Guide 3.24 or visit our current documentation home page.
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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: 

SectionField Description

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.
OwnerDefine a reseller for the report
Invoice TypeSelect from the drop-down list the type of invoice: outgoing/incoming
Client TypeChoose a respective parameter for statistics data:  
Client/Reseller/Calling Card/Call Shop.
ClientDefine a client for the report
InvoiceSpecify the name/number of invoice
Payment AccountSelect 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

This form contains settings of the output data of the report.

Click plus sign  near the "Columnsand select columns to output a report data. Also, you can cancel any chosen item.

Accessible columns in the report

Name of the client

DateThe date when an invoice was generated
Payment AccountType of payment account: services/packages
Invoice NumberNumber of invoice used in the report
ServiceType of services
DescriptionDetails specified in invoice templates, for example, quantity of services, country codecode name, package name
VolumeVolume of the service, for example, duration of the event
UnitUnit that was used for rates and packages limits
RatePrice per 1 rating unit that was used
CostTotal price of used services/products
TaxFinancial charge for services/products used in invoice
CurrencyCurrency used in invoices
Period StartStart period of the invoice
Period FinishEnd period of the invoice
TZTimezone of invoices
Other output settings
TypeChoose 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.


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 fileclick the "Export to XLSx"  button on the toolbar. 

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

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