Advanced Reports Settings

Settings are located on the menu: Invoices → Reports.

Configuration Page:

Flexible Invoices Advanced Reports Settings

All configuration options are discussed below:

Report type

Use file format for the generated report. You can use HTML or CSV:

The HTML file will be opened in a new tab (click Ctrl + S to save it). CSV file will be downloaded to your computer. You can use eg. Excel to open it.

Flexible Invoices Advanced Reports Report Type

Date range

Select predefined date range or Custom range and set your own range.

Flexible Invoices Advanced Reports Date Range

Match invoice date

You can set the date from invoice to Date range.

Flexible Invoices Advanced Reports Match Invoice Date

Columns

Select and sort columns that are on the reports. Just drag&drop them to the right column.

To add columns to report drag it from Available columns to Active columns.

Flexible Invoices Advanced Reports Columns

WooCommerce Invoices

You can choose to show all invoices, invoices for WooCommerce orders, or only invoices outside of WooCommerce.

Tax

You can set to show in report invoices including or excluding tax.

Flexible Invoices Advanced Reports Tax

Tax rates

Choose which tax rates would you like to export.

Flexible Invoices Advanced Reports Invoices Tax Rates

Currency

Filter by currency. Only invoices with selected currencies will be shown.

Flexible Invoices Advanced Reports Currency

Country

Choose the buyer's country or countries which should be exported. You can select multiple countries.

Flexible Invoices Advanced Reports Country

Sort by

You can also select the date of the invoice used to sort the report.

Flexible Invoices Advanced Reports Sort By

Save as default settings

If you set everything you can save the settings as default and generate a report by clicking Generate Report.

Flexible Invoices Advanced Reports Default Settings

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