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This guide has been reviewed against our global client base and classed as relevant to all regions except APAC

This article outlines how to run a sales invoicing report, including how to export the report to Excel


1. Access the sales invoice report criteria screen

From the main menu

  • Click Reports, click MI Analysis and select Invoice Reports

    The Sales Invoice Reporting screen is displayed


  • At the top of the screen, ensure the correct Report Criteria option is chosen 

  • Use the links on the right of the screen to specify criteria for your report, such as:
    • Enter Dates to report by date
    • Select one/more invoice Status types
    • Select one/more Property Office
       
  • Click Report to run the report


2. Invoice list

The invoices included in the report are shown in a grid

  • Selecting an entry in the grid displays more details of the offer in the panels below

  • Click a grid column heading to sort the data by that column or click to the right of the heading to group or filter the list

  • Double-clicking an entry will show details of the invoice in a non-editable window


3. Export to Excel

The invoices report can be exported to Excel in a Summary or Detailed format

From the screen shown above:

  • Click Report

  • Select Excel Summary or Excel Detailed and click Accept



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