On the main screen of EasyBilling, users can access the Report section by clicking on the [Report] icon located on the left-hand side.

At the top of the Report screen, users will find the Tool Bar, which offers a range of functionalities to manage reports efficiently. The icons available in the Tool Bar include:

• New – Create a new report. EasyBilling provides 15 pre-designed report templates including:
  – Global Sales Report
  – Monthly Sales Report
  – Sales Report by Customer
  – Global Payment Report
  – Monthly Payment Report
  – Payment Report by Customer
  – Monthly Statement
  – Payment Received Report
  – Customer Purchase History
  – Item Sales Report
  – Sales Person Report
  – Total Tax Payable Report
  – Supplier Report
  – Monthly Statement for Supplier
  – Raw Data Export
• Edit – Modify the selected report.
• Delete – Remove the selected report.
• Preview – View a preview of the selected report in PDF format.
• Print – Print out the selected report.
• Quick Export – Export the selected report to a specific location and format based on the Quick Export settings configured by the user.
• Re-generate – Collect the latest data from documents and re-process the report.

The saved reports will be displayed in a table format for easy reference and access.

Video: Report Generation