| Report Type |
Select a report type. Choose from the following:
|
| Item Types |
Select the item types for which you would like to report issued invoices. Item types must be selected. To select an item type, check the box next to the desired type. |
| Document Types |
Select the issue document types for which you would like to report issued invoices. Document types must be selected. (Record only document types are not available to select!) |
| Packing Slip from |
Select a packing slip date if you would like to limit the report using this criteria. |
| Packing Slip to |
Select a packing slip date if you would like to limit the report using this criteria. |
| VAT from |
Select a VAT date if you would like to limit the report using this criteria. |
| VAT to |
Select a VAT date if you would like to limit the report using this criteria. |
| Invoice from |
Select an issue invoice date if you would like to limit the report using this criteria. |
| Invoice to |
Select an issue invoice date if you would like to limit the report using this criteria. |
| Item |
Select a single item ID if you would like to limit the report to a single item.
For this field and all fields described below, the program will include all records in the report if criteria are not entered (a field is left blank). You can also enter a partial ID with a with the % wildcard (for more information see Wildcards). |
| Name |
Select a single item name as entered in document lines if you would like to limit the report to a single item. The name of an item that appears in documents is not necessarily the same as the name listed in the Items register (for more information, see Issue Document Lines)!
 |
The Item ID and Name fields are not linked, meaning that both fields will be used as report criteria if information has been entered! the program will take information about item names from the document lines, where it is possible for the same item to appear under different names. For this reason, report may differ depending on whether item ID or item name is used as a criteria. |
|
| External ID |
Select an external ID if you would like to limit the report to a single external ID as entered in the Items register. |
| Status |
Select an item status if you would like to limit the report to items with a particular status:
- Blank field (all) - All items will be included, regardless of status. If you would like to report items regardless of status, leave this field blank.
- Active - Only active items will be included in the report (items with the Active option selected in the Items register)
- Inactive - Only inactive items will be included in the report
|
| Primary Category
|
Select a primary category if you would like to limit the report to ta single item category. If a category is entered here, only invoices with items of the selected category will be included in the report. |
| Sec. Category |
Select a secondary category if you would like to limit the report to a single secondary category. |
| Customer |
Select a customer if you would like to limit the report to a single customer from the document header. |
| CIS |
Select a CIS ID if you would like to limit the report by customers' CIS ID (Classification of Institutional Sectors). A customers CIS ID is entered in the Subjects register.
Wildcards can be used here. S.1%, for example, means all domestic subjects, S.2% means all foreign subjects, and S.211% means all subjects from the EU, etc.
|
| Customer Type |
Select a customer type if you would like to limit the report to a single customer type. This is useful if you would like to see how much you've sold to a certain segment of the market. |
| Country |
Select a country if you would like to limit the report to selected countries where your company sells goods. Information about a subject's country can be found in the Subjects register. Since version 1001300 more than one county can be selected with multiselection function 
|
| Consignee |
You can create a report not only for a customer (payer) from the header of goods documents, but also for a consignee. |
| Consignee Type |
Select a consignee type if you would like to limit the report to a single consignee type. This is useful if you would like to see how much you've sold to a certain segment of the market.
|
| Country |
Select a country if you would like to limit the report to selected countries where your company has consignees. Information about a subject's country can be found in the Subjects register. Since version 1001300 more than one county can be selected with multiselection function |
| Supplier |
Select a supplier if you would like to limit the report to a single primary supplier of goods that you have sold. |
| Warehouse |
Select a warehouse is you would like to limit the report to a single issuing warehouse from the heaader of issue documents. |
| Department |
Select a department if you would like to limit the report to a single document entered in document lines. |
| Cost Ctr. |
Select a cost center if you would like to limit the report to a single document entered in document lines. |
| Linked Doc. 1 |
Select a linked document if you would like to limit the report to a linked document 1 (order slip, for example). |
| From (Linked Doc. 1) |
Select a date for linked document 1 if you would like to limit the report by linked document date. |
| To (Linked Doc. 1) |
Select a date for linked document 1 if you would like to limit the report by linked document date. |
| Linked Doc. 2 |
Select a linked document if you would like to limit the report to a linked document 2 (order slip, for example). |
| From (Linked Doc. 2) |
Select a date for linked document 2 if you would like to limit the report by linked document date. |
| To (Linked Doc. 2) |
Select a date for linked document 2 if you would like to limit the report by linked document date. |
| Sell To |
Select a sell to method if you to limit the report to a single sell to method from documents. You can limit the report to:
- All (Blank field) - all issue invoices, regardless of the sell to method. If you would like to include all sell to methods in the report, leave this field blank
- VAT registered - only invoices issued to VAT registered persons will be included in the report
- Export - only invoices for exports will be included in the report
- End customer - only invoices issued to end customers will be included in the report
- Private - only invoices issued for own use of the private type will be included in the report
- Non-business - only invoices issued for own use of the non-business type will be included in the report
- Own use - only invoices issued for own use of the own use type will be included in the report
|
| Pmnt Method |
Select a payment method if you would like to limit the report to a single payment method from issue invoices. |
| Delivery Method |
Select a delivery method if you would like to limit the report to a single delivery method from issue invoices. |
| Clerk |
Select a clerk from issue documents if you would like to limit the report to a single clerk. |
| Text |
Select a text ID if you would like to limit the report to a single text ID from issue documents. |
| Terms |
Select a delivery terms ID if you would like to limit the report to a single delivery terms ID from issue documents. |
| Place |
Select a place of delivery if you would like to limit the report to a single place of delivery from issue documents. |
| Document Status |
Select a status if you would like to limit the report to documents with a particular status:
- All/Blank field - all documents, regardless of their status. If this field is left blank, all document statuses will be included in the report.
- Confirmed - only documents that have been confirmed will be included in the report
- Unapproved - only documents that have not been approved will be included in the report
|
| VAT Rate |
Select a tax rate if you would like to limit the report to a single tax rate entered in the document lines. |
| For Currency |
Select a currency if you would like to limit the report to a single currency that a documents have been created in. Using this criteria you could, for example, limit the report to invoices issued in U.S Dollars. |
| Convert to Currency |
Select the code of the currency in which you would like to show the information in the report. You can create an invoices issued report in any currency for which yoiu keep updated information in the Banks register. You can, for example, convert all invoices issued in a given period into Euros, regardless of the currency used in the invoices (see Invoices Issued Report in a Foreign Currency). |
| Bank for FCY Documents |
Select which exchange rates will be used by the program to convert foreign currency documents.
- Exchange Rate for Price List – the bank for price list selected in the Program Parameters will be used
- Bank of Slovenia – the exchange rates of the Bank of Slovenia selected in the Program Parameters will be used
 |
If you would like to convert invoices to another currency (see Gross Margin Report - Convert to Currency field), the values and prices will be converted to the desire currency using the selected exchange rates (the Bank for FCY Docs. field).
- Exchange Rate for Price List (see Program Parameters | Company | General)
- Bank of Slovenia (see Program Parameters | Company | General)
The date that will be used for the conversion will be determined the same way it is when entering issue invoices: the date for the exchange rates is usually the date of the invoice. You can specify a different date at Program Parameters | Goods | General.
|
|
| Account from Line |
Select account from Chart of Accounts if you would like to limit teh report to a single account. |
| Use Secondary Subject type |
If this parameter is checked, program collected data for customer type defined by subject in general data of Subject. If parameter is not checked program collected data just for primary customer type defined by subject in general data of Subject. |
| Custom Fields - Items |
Select an entry in an item's custom field if you would like to limit the report to a single entry in a custom field in the Items register. |
| Custom Fields - Subjects |
Select an entry from a subject's custom field if you would like to limit the report to a single entry in a custom field in the Subjects register. |
| Custom Fields - Cost Centers |
Select an entry from a cost driver's custom field if you would like to limit the report to a single entry in a custom field in the Cost Drivers register. |
 |
Choose Sign to select the Positive, Negative or All (both) values of the positions of the documents (anForPay) that will be shown on the report |
Transporter
|
Select subjects that were used as transporters on issued invoices |
|
|
This button will generate an invoices issued report using the selected criteria. |
 |
Displays Ad-Hoc analyses |