How to create a report on Bookipi Invoice

In this tutorial, we will go over how to

How to access and print your reports as a pdf

Step 1: Select the graph icon.
Step 2: Select the document icon to download your summary report for the last year.
Step 3: Select ‘Print’ to print or download your summary report as a pdf OR select ‘Send’ to email the report as a PDF.

How to export your reports as a CSV and send it in an email

Step 1: From the Report page, select the export icon.
Step 2: Select the document type, customer, or item you would like to export and select ‘Export data to CSV’.
Step 3: Select the application you would like to send through.
Step 4: Check that the email is correct and click send.

How to customize which documents to view in your Report page

Step 1: From the reports page select ‘Invoice’.
Step 2: Select the document type, customer, or item to view the report for that particular category.Note: Customising which documents you view on the report page will not impact the summary report that is downloaded or exported.

How to customize the time period for your reports

Step 1: From the Report page, select ‘Last 1 year’
Step 2: Select ‘Custom’.
Step 3: Select the ‘Start Date’ or ‘End Date’ to customize the period.
Step 4: Select the date on the calendar and select ‘OK’.
Step 5: Once you are happy with the dates, select ‘Save’.Note: Customising the date on the report view will also change the date range of the summary reports to be printed/exported.

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