Settings for account reports and statistics.

Based on the data from documents added to the system, you can create various reports in InvoiceOcean. Generated reports can show, among other things, revenues and expenses for a specific period, sales for a particular product, or a summary of unpaid invoices. In this article, you will learn where to configure settings related to account reports and statistics and where to find the report database.

Settings for Reports and Statistics

To specify settings for reports and statistics: .

1. Go to Settings > Account Settings > Configuration > Reports, 

2. Activate the options that are useful for you in terms of accessing statistics,
3. confirm the changes clicking the Save button at the bottom of the page.

Among the available options, you can: 

• specify, in the Default values section, whether the displayed amounts should be net or gross,

• decide, using the checkbox next to the Split main statistics for departments option, whether the statistics on the main page should include a division into sections

• hide the visibility of statistics on the main page using the Hide sales summary on the main page checkbox - selecting this option will hide sales statistics on the main page for all users, and the statistics will be displayed after clicking a dedicated icon on the main page.

To generate detailed reports, go to Reports > Report List. To create a report, click on its name, set the parameters, and then confirm the data retrieval with the Generate Report button.

You can find a description of available reports in this entry → Reports in the InvoiceOcean service.