Reports
Report types
- The Reports section summarizes business documents for the selected period and customer.
- Choose Invoices, Credit notes, Customers, or Countries. Invoice and credit-note reports also offer a status filter.
Report period and filters
Set the start and end date, optionally select a customer, and apply the current report status before generating output.
Report export formats
- PDF and Basic CSV — available for every supported report.
- DATEV CSV — available only for Invoice reports and requires completed DATEV settings and Business access.
- Email — reports can also be sent by email.
Settings
DATEV account settings
Before exporting, enter the DATEV Mandant number, consultant number, revenue account, receivable account, and VAT account. DATEV CSV requires Business access.