Reports are an optional module of Wordbee Translator. If it is not enabled please contact sales.
Create comprehensive Excel reports for finance, suppliers, clients, orders and other data. You can customize these reports yourself using Excel.
Access the reports page
Hover the My Company top navigation menu ans select Reports.
The list of all reports opens:
Create a report
Click the Create report on the right. Some reports require you to choose a date range for your data. After a few seconds your Excel report downloads:
Understand report content
Most reports include a sheet named "About". Click this sheet to learn more about what exactly the report contains.
We invite you to create all of the reports to find out which ones are most useful for your business.
Customize reports
You can add your own customized reports to the system.
Choose the report that contains the type of data you require. Then download the corresponding Excel template and apply all your modifications to layout, columns and formulas. Maybe you want to add more columns, a charts or some pivot tables. Finally upload your template to the page and your new report is ready for use.