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How do I filter and download reports?

Reports provide downloadable views of retained workspace data.

Before you start

Your workspace role must allow the requested report.

What to do

  1. Open Reports and choose the report type.
  2. Select the period, date basis and available customer, currency or status filters.
  3. Choose detailed rows or supported period totals.
  4. Download the available CSV, XLSX or PDF format and inspect the file.

What happens next

The report reflects the selected period and filters; currencies remain distinct.

If something goes wrong

An empty report may reflect its filters or date basis. A download does not issue an invoice, send a document or record a payment.

Related guides

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How do I send an invoice or payment reminder?

Invoice delivery and reminders are separate from preparing or issuing the document.

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How do I record a received payment?

Recording a payment updates the invoice using the payment evidence you provide.

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How do I handle a credit or an invoice correction?

Use the invoice's supported correction controls so its original document and history remain traceable.