Logo
    trending_flat
    • Nothing
    Logo

    How to generate Business Reports

    Learn how to generate reports about your business in Indecab.

    The Reports section will give you a real-time overview of your business

    1- Business Reports:

    These reports will give you an overview of your business data based on 2 criteria-

    1. Based on duty date
    2. Based on invoice date

    Reports can be generated based on custom selections. Here are the columns that can be used to customise reports:

    • Select Group- Choose the relevant section to view data from.
    • Select Filters- Select customer, supplier, duty type, vehicle group, city, branch or company to view data for
    • Date Range- Choose the date range for the data want to view the report for
    • Name Your Report- Customise the report name.

    Let’s learn how to generate a custom report:

    1- Business Reports:

    1. Based on duty date- Get an in-depth view of the business generated based on completed duties.

    Go to Reports - click on Generate new report - select customer or group- select date range - click on Get Report

    2. Based on invoice date: Get an in-depth view of business generated based on invoices and any outstanding amounts.

    Go to Reports - Click on Generate new report - select group to include data for - select date range - click on Get Report

    You will be able to refresh a report only if it has been added to Favorites.

    If there is a specific type of report you want to generate but are unable to, please write to us on support@indecab.com and we will be happy to help.


    Was this Helpful?