How can I generate reports on a daily, monthly, or yearly basis in the invoicing application?
To generate reports on a daily, monthly, or yearly basis in Metro ERP's Invoicing App, follow these steps:
1) Go to the "Invoicing" module by clicking on its icon in the main dashboard or using the application menu.
2) The advanced reporting feature in the Invoicing module provides detailed insights into your company's invoice operations. You can generate reports on a daily, monthly, or annual basis to analyze your invoicing activity. This dynamic reporting platform allows you to create pivot tables and graphical analyses of your data, helping you gain valuable insights.
3) The screenshot above displays a line chart depicting the untaxed total of invoices based on their confirmation date. You have the flexibility to view graphical reports in various formats, such as line, bar, or pie charts. Additionally, you can arrange both Line and Bar charts in either ascending or descending order according to your preference.
4) Average Price, Product Quantity, Untaxed Total, and Count are some of the options for the Measures.
5) You can use various filters in the Invoicing application to refine your reports. Some of the available filters include "My Invoices," "To Invoice," "Invoiced," "Customers," "Vendors," "Invoices," "Credit Notes," "Invoice Date," and "Due Date." Additionally, you have the option to create custom filters for your reports using the "Add Custom Filter" feature.
6) In the invoicing application, you have default "Group By" options available for organizing your reports. These options include "Salesperson", "Sales Team", "Partner", "Product Category", "Status", "Date", and "Due Date", among others. If you want to create custom groupings for your reports, you can do so by clicking the "Add Custom Group" button.
7) Now, let’s check the Pivot view of the Invoicing report.
8) You can expand the table by clicking the small "+" icon to add more data. If needed, you can transform the report into a spreadsheet using the "Insert Spreadsheet" button. This flexibility allows you to customize invoice reports for easier analysis according to your requirements.
To generate reports on a daily, monthly, or yearly basis, please do contact us at support@metrogroup.solutions