Sales invoice reporting (UK only)

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
  

• Right-click an entry for further options, see above
  

• Double-click an entry to 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