Reports

Next to the "Archive" menu button, the "Reports" button is available. Here you have the possibility to generate reports of certain data in 1Archive.
There are a few different report types available.

1 Accrual

Create a report containing all documents which are still in the flow for a certain period.

Often used when closing a period and wanting to know which documents still need to be processed.

The creation of this report requires an enddate of the period you wish to see

2 Billing

Create a report containing all documents available in 1Archive in a certain period.

3 Detailed customer-Account check

Create a report to check the default account configured per customer.

4 Detailed customer-VATID check

Create a report to check the VAT ID configured per customer.

5 Detailed supplier-Account check

Create a report to check the default account configured per supplier.

6 Detailed supplier-Bankaccount check

Create a report to check the bankaccount configured per supplier.

7 Detailed supplier-VATIDcheck

Create a report to check the VAT ID configured per supplier.

8 Top 10 Customers

Create a report containing the top 10 customers used for the selected company.

9 Top 10 Suppliers

Create a report containing the top 10 suppliers used for the selected company.

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

10 Creation of a report

Location: Reports

• Select your report by clicking
• Select ‘Actions – Add report result’ from the upper right menu
• Save
• Click to open the report in Excell