See How to Create a Custom Report to learn more about Custom Reports in Precoro and its types.
Note: Invoice type of Custom Report is available only for users with active "Report" and "Invoice" roles.
Invoice Custom Report allows you to generate any data set describing all Invoices you have access to in Precoro. After running, Invoice Custom Report could be downloaded in XLSX format. Thus, you can gather, filter, process, analyze, and use any information about Invoices.
In general, there are two ways you can build an Invoice Custom Report:
- By documents, using only General, Supplier, and/or Company data
- By items, using Items (and other) data
Let's consider an example of an Invoice Custom Report by Documents. Such a way of reporting is proper when you need to analyze your invoices from the general view and cluster documents by specific features without diving into items.
Let's say you want to create a payment calendar for your Accountant based on Invoices created in Precoro.
To do this, you need a list of Invoices filtered by status (we need only approved and partly paid documents) with the following indicated parameters:
- Invoice Due Date - to understand when you should pay,
- To Pay - to know how much you should pay,
- Budget Name and Parent Budget - to be aware of the source of money for payments,
- Supplier - to see the payees.
It could be formed through the PR Custom Report using General data only.
Here is a guide on how to create such a report:
To see the example of Custom report by items, see the article How to Create a Purchase Order Custom Report or How to Create a Purchase Requisition Custom Report.