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Create comprehensive Excel reports for finance, suppliers, clients, orders and other data. You can customize these reports yourself using Excel.

Table of Contents

Access the reports page

Hover the My Company top navigation menu and select Reports.

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The list of all reports opens:

Create a report

Click the Create report link on the right. Some reports require you to choose a date range. After a few seconds your report is ready:

Understand report content

Most reports include a sheet named "About". Click this sheet to read what exactly a report contain:

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We invite you to create all reports to find the ones best fitting your needs.

Language, Dates and Currencies

Learn in which language reports are created, how dates are adjusted to your time zone and how you use exchange rates to convert all amounts into your currency:

Languages, Dates and Currencies

Customize reports

You can add your own customized reports to the system.

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Customization step by step

 

 

 

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Related topics

Having quick access to business reports that you often use