How do I Customize Reports in Invoices app?

Updated on March 5, 2018 10:53PM by Admin

Invoices Reports will give you a related overview of all Invoices you have generated in a given time period.You can customize the report setting in order to hide or show your reports in invoices app. You can also give access privileges to your employee for reports.

We have given the steps in three stages, please go through the same to get a gist.

Steps to Customize Reports in Invoices

  1. Log in and access Invoices App from your universal navigation menu bar.
  2. Click on “More” icon and select “Settings” located at the app header bar.
    settings
  3. Click on “General” drop down and select “Reports” from left navigation panel.
    reports-dashboard
  4. In Reports dashboard, you can view the list of reports.
  5. By default, all invoices reports will be in “Show” Status.
    hide-report
  6. You can hide any invoices report by Sliding the "Green" button. For Instance: Aging Report.
  7. In Reports section, you cannot view “Aging Report” link (Due to “Hide” enabled) as shown below:
    hidden-report

Steps to Create Privilege

  1. In Reports settings dashboard, click on “Create Privilege” to create privilege.
    create-report-privilege
  2. You can view "Create Privilege" popup page, as shown in the image below.
    • Name
    • Description
      create-privilege
  3. Click on “Create” button to finish, now created privilege will be listed in the drop down. For instance: Access Denied
  4. Now you can set this privilege to General Reports. For instance: Invoices List
    set-privilege

Steps to Create Roles and Set App Privilege

  1. Navigate to your Employees App from your universal navigation menu bar.
  2. In Employees App “Settings”, select “Roles” from left navigation panel.
    roles
  3. Create a role named "Access Denied", add the privilege which you assigned as “Privilege” in Customers Reports settings into that role.
    access-denied
  4. Add the role to the Super User.
  5. Based on Privilege added, employees(Under super user) will be restricted to view general reports in Invoices App as shown below(“Invoices List” Report will not be shown)
    view-report