How to generate a report for the credits list by type in the credit notes app?

Updated on April 6, 2022 07:31AM by Admin

Reports help you to analyze the data in a piece of clear information about it. Reports from the Credit Notes app help you to generate customized reports as per your requirement and get them exported to the Excel file. It allows you to generate the default report based on the credit notes activities, and lists, by customers, by type, and by source.

Steps to generate a report:

  • Log in and access the Credit Notes App from the universal menu.
  • Click on the Reports on the App header.
Credit-Notes- Reports
  • Under the Reports, you can view the Credits List by Type which is under the General dropdown.
Credit- Notes - By List
  • On the Create Lists by Type page, enter the following information:
    • Type: Select the type of the Credit Note.
    • Customer: Give the customer's name.
    • Created From: Give the created from date.
    • Created To: Give the created to date.
  • For instance, I want to generate a report on the Type Create Purchase.
  • Click on the View Report button.
Credit- Notes-View Report
  • The reports will be generated as shown below.
Credit-Notes-Generated Reports
  • You can also export the reports in .CSV format by clicking on the Export button.
  • You can view the report in two ways :
    • All Fields: Displays all the fields present in the Target list.
    • Current view: Displays only the fields present in the Current Layout.
Credit-Notes- Export
  • The report of All Fields option. Here, you can view all the fields present in this target list in the CSV format.
Desktop - All Fields
  • The report of the Current View. Here, you can view the fields present in the current layout in CSV format.
Desktop - Current View