Docs
Reports

Use Reports, Filters, Drill-Down, and CSV Export

Run trustworthy operational reports with consistent periods, totals, source links, and exports.

Users need the Reports permission. Every report reads company-scoped published operational data and supports relevant date, partner, item, warehouse, status, search, or grouping filters.

Choose a report and set an inclusive From/To period. The start date must not be after the end date.

Apply only filters needed for the question and confirm the summary totals.

Open a partner, item, stock movement, or source document to investigate a row.

Export CSV after filters are final; the export represents the filtered view and should be retained with its context.

Report totals can change when backdated documents, credits, cancellations, payments, returns, or costings are posted. Drafts are generally excluded from official operational totals. Verify the period, status, and source when comparing to an older export or external system.

Prospect reports are operational. Use the accounting handoff for a controlled external-ledger transfer.

Prepare, Sign, Submit, and Reconcile Outbound eFaktura

Send an eligible published sales invoice and monitor its authoritative UJP status.

Revenue, Customer, and Item Sales Reports

Analyze published sales by period, customer, and item with drill-down to source documents.