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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
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:
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|
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|
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.|
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.
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 .