Profit margin report

Type of overview

Select the desired type of overview:

• Invoices issued report (default)
• Profit margin (this page)
• Commercial records

Search

Search by document number, customer, amount, and date.

Document type

From the drop-down menu, select the document type for review.

Date from

Starting date, from which you want to show the overview.  Current date by default, but can be changed.

Date to

Ending date, until which you want to show the overview.

Responsible person

From the drop-down menu, select the responsible person, for whom you want to prepare the report.

Clerk

From the drop-down menu, select the clerk, for whom you want to prepare the report.

 (Preview)

Clicking on Preview opens a PDF view of the document on the right-hand side of the screen.

Document

Unique document number. If you click on the document number, it opens on the selected document type.

Customer

Data about the customer to whom the invoice was issued.

Price excl. VAT

Net document value.

Price incl. VAT

Value including VAT.

Delivery date

Date of service or goods delivered.

Invoice date

Date of issued invoice.

Due date

Date due of the invoice.

Order

Number of the ordering document based on which the invoice was issued.

Packing slip

Number of the packing slip based on which the invoice was issued.

Customer type

Subject type from the Subjects register.

Status

Document status.