Easy Invoice comes with standard reporting lists that you can use. These reports allow you to gain insight into specific information about invoice amounts, statuses, work processes and so on.

If the standard reports included are not enough, there is the option to create your own report or have a consultant build one for you.

If you choose to create your own report, you can only create an overview of your own invoices. In this case, it is not possible to access other people's invoices due to security concerns.

My Reports

To add a personal touch to the reports, it is possible to create your own report that provides an overview of your own invoices based on the filters you set.

Go to 'Reports' and select the option: 'My reports'.

The image above shows the possible options.

1. Click on the field you want to include in your report and press the arrow pointing to the right to select it.
2. If you want to group your data, you can select it below. In the empty field on the right, you can specify which criteria the summary should be grouped by.

Example:

In this example, three columns are shown, and the results are filtered by all invoices that have ever been viewed, edited, approved, and so on, and that have an amount over €150, -.

Standard Overviews 

In Easy Invoice, we provide standard reports for an overview of, for example, invoice processing, invoice flow and users.

Some reports are highlighted below:

1. Invoices: Audit trail (all important steps of an invoice within Easy Invoice).
   1. Description: An overview of all invoices in a selected period and the corresponding steps noted in the invoice history. This includes who performed the action, what action it is and when it was performed.
      
      
2. Average approval time per budget owner per period
   1. Description: A yearly overview showing what the average approval time is per month and per person.
      
      
3. Users and group memberships
   1. Description: An overview of all users and their group membership per administration. Also noted is what their approval limit is per administration.

New Report

If the standard reports do not meet your needs and you want more insight into other processes or fields, we can build a new report for you. Please contact our support team with your specific requirements, and we will discuss the options with you.