Difference between revisions of "Reports"

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'''Creation of a report'''
 
'''Creation of a report'''
 +
'''Location''': Reports
 +
 
* Select your report by clicking [[image:magnifier.png|link=]]
 
* Select your report by clicking [[image:magnifier.png|link=]]
 
* Select ‘Actions – Add report result’
 
* Select ‘Actions – Add report result’
 
* Save
 
* Save
 
* Click [[image:PageXls.png|link=]] to open the report in Excell
 
* Click [[image:PageXls.png|link=]] to open the report in Excell

Revision as of 08:40, 1 April 2014

Location: Reports

All users can create a report which results real-time information from KIS. Following reports are implemented:

  • Billing overview
    • This report shows all number of documents for each instance/company on KIS
  • Detailed supplier-VATID check
    • This report shows detailed information on KIS of all suppliers:
      • with no VATID defined
      • VATID is not unique or
      • VATID is equal to VATID of the company
  • Summary supplier-VATID check
    • This reports shows a summary of the detailed supplier-VATID check
  • Detailed customer-VATID check
    • This report shows detailed information on KIS of all customers:
      • with no VATID defined
      • VATID is not unique or
      • VATID is equal to VATID of the company
  • Summary customer-VATID check
    • This reports shows a summary of the detailed customer-VATID check
  • Detailed supplier-Bankaccount check
    • This report shows detailed information on KIS of all suppliers:
      • with no bank account defined
  • Summary supplier-Bankaccount check
    • This reports shows a summary of the detailed supplier-Bankaccount check

Creation of a report Location: Reports

  • Select your report by clicking Magnifier.png
  • Select ‘Actions – Add report result’
  • Save
  • Click PageXls.png to open the report in Excell