This documentation relates to an earlier version of JeraSoft VCS.
View User Guide 3.26 or visit our current documentation home page.
In this article

Section overview

This section allows a user to build a report, based on information from the issued invoices with a possibility to export data (.xls, .xlsx, and .csv). Since the Invoicing Report generates statistics according to 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 Invoices Template section

Screenshot: Invoicing Report section

Creating a New Invoicing Report 

To create a new invoicing report, fill in the following query form:

Information Block Field and Description

On the Filters menu, select the required parameters for the report. To cancel any filter, click on the delete  icon next to the filter.

You can start a quick search by typing filters' names in the field at the top of a drop-down menu with filters.

Period Specify the time interval for the report and a timezone. Please note that the Period field is mandatory.
OwnerDefine a reseller for the report
Invoice Type

Select the type of invoice from the drop-down list:

  • outgoing
  • incoming

Additional Filters

The accessible additional filters are:

  • ClientsClient, Client Type.
  • Extras: Invoice, Payment Account
Client Type

Choose a respective parameter for statistics data:

  • Client
  • Reseller
  • Calling Card
  • Call Shop
ClientDefine a client for the report
InvoiceSpecify the name/number of a target invoice
Payment Account

Select from the drop-down list of predefined system payment accounts:

  • Services
  • Products Fees
  • Extra Charges Outgoing
  • Extra Charges Incoming
  • SureTax
  • Calling Cards Fees
  • Accounts Receivable
  • Accounts Payable
  • General

and all manually created accounts from the Payment Accounts section


This form contains settings of the report output data

Click a plus  icon next to Columns and select the required columns to add them to the Output information block. Also, you can cancel any chosen item.

Accessible columns in the report

Name of a client

DateThe date when an invoice was generated
Payment Account

Type of a payment account:

  • services
  • packages
Invoice NumberNumber of an invoice, used in the report
ServiceType of services
DescriptionDetails specified in invoice templates, for example, the number of services, country codecode name, package name, etc.
VolumeVolume of the service, for example, the 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 an invoice
CurrencyCurrency used in invoices
Period StartStart period of an invoice
Period FinishEnd period of an 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 email. Also, it is possible to specify several emails.

(warning) Attention

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. All values will be automatically converted to the specified currency in the report

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

Screenshot: Invoicing Report

Moreover, you can create a template for reports and save specified parameters by clicking the Save Query button. Then, fill in the required fields in a pop-up window with settings, and confirm template creation.


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

Invoicing Report buttons: export, chart.

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

1. To download a report in .csv, click the Export to CSV button above the report.

2. To download a .xlsx file, click the Export to XLSx  button above the report. 

3. You can check an actual date interval by clicking the Info  icon. The displayed data could be different from the Interval specified above if there is no data for the period. 

Sharing a Report

Each time you get a report output, the system generates a unique link in the format of "/view?id=<uniq-string>". It allows sharing data between the users, even if they belong to different resellers (the feature works similarly to Share by Link in Google Drive). 

The link refers to the report data valid for a specific moment.

Example: When you send a link to a report, you ensure the recipient would see the same data as you do. If you change data in the system (for example, perform rerating), the previously copied link to the report will display data valid for the moment of generation (even though the actual data is now different).

You can also view the additional information about the generated report by hovering over the Info icon, which is located under the Output section:



Data PeriodStates the period set for a report
Generated byIndicates the Role of the user who generated a report and specifies a generation time
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