This article will provide users with a step-by-step quick guide on Generating a report for the total billed/paid.
Questions answered in this article:
How can I generate an annual report?
How do I generate a report for the total billed/paid?
How to generate a Year End Annual report
Here's a quick guide on Generating a report for the total billed/paid for a particular period of time:
Click on Management > then select Raw Data Reports
Once you click on it, the Raw Data Reports page will appear. Check that you are currently on the Paid tab.
Click on the Search textbox, and then choose Payment Date Period from the dropdown menu that appears.
Select the desired Start and End dates for the report you wish to create.
Note: This is a report for the full year, we will start on January 1, 2022.
And the end date of the report will be Dec 31, 2022.
Before proceeding, please verify that the chosen dates are accurate and match the report you wish to generate.
The whole year report will be displayed on the list below.
Clicking on the Columns button and it will bring up the list of fields available for this report.
Select the checkbox that corresponds to Item Amount to add it to the list of fields for the report.
After adding the Item Amount field, it will appear in the list below as a new column.
Click the Download Report button.
Open the downloaded .csv file from your download folder. This file will be displayed on your spreadsheet application.
Find the Item Amount column and highlight the range. Then, click on the AutoSum button to get the total billed/paid.
or If you prefer, you can use the =SUM() function with the cell range for the Item Amount column to calculate the total billed/paid manually.
Here is the total amount representing the total bill/paid for your chosen dates. These are the steps to generate the report for the total billed/paid for the year/period you selected.
