Documentation

Advanced Reports Settings

The add-on requires the Flexible Invoices for WooCommerce PRO plugin to function properly.
Settings are located on the menu: Invoices → Reports.

Configuration Page:#

Flexible Invoices Advanced Reports Settings
All configuration options are discussed below:

Report type#

Use file format for the generated report. You can use HTML, CSV and JPK_FA:
The HTML file will be opened in a new tab (click Ctrl + S to save it).CSV file will be downloaded to your computer. You can use eg. Excel to open it.
Flexible Invoices Advanced Reports Report Type

Date range#

Select predefined date range or Custom range and set your own range.
Flexible Invoices Advanced Reports Date Range

Match invoice date#

You can set the date from invoice to Date range.
Flexible Invoices Advanced Reports Match Invoice Date

Columns#

Select and sort columns that are on the reports. Just drag&drop them to the right column.
To add columns to report drag it from Available columns to Active columns.
Flexible Invoices Advanced Reports Columns

WooCommerce Invoices#

You can choose to show all invoices, invoices for WooCommerce orders, or only invoices outside of WooCommerce.

Tax#

You can set to show in report invoices including or excluding tax.
Flexible Invoices Advanced Reports Tax

Tax rates#

Choose which tax rates would you like to export.
Flexible Invoices Advanced Reports Tax Rates

Currency#

Filter by currency. Only invoices with selected currencies will be shown.
Flexible Invoices Advanced Reports Currency

Country#

Choose the buyer's country or countries which should be exported. You can select multiple countries.
Flexible Invoices Advanced Reports Country

Sort by#

You can also select the date of the invoice used to sort the report.
Flexible Invoices Advanced Reports Sort By

Save as default settings#

If you set everything you can save the settings as default and generate a report by clicking Generate Report.
Flexible Invoices Advanced Reports Save Defaults Settings

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