Download an invoice report
Choose a report for the country you are working in, preview its records and export a CSV or Excel file. Sign in to the Invoice Portal and select the country and environment you want to report on first.
Open Reports in the Invoice Portal menu. The reports and records you see follow the country and environment selected in the sidebar. If the page looks empty, check both selections before changing your report. The reports each country offers are listed in Reports by country.
Export a predefined report
- Find a report card by name, or use Search Reports. Choose the card that matches the records you need. If Select data source appears, choose Sales Only, Purchase Only or Both.
- Set the date range at the top of the report: a Quick Select range, such as Last 30 Days or Last Month, or a Custom Range. The table previews matching records. Use the search box beside the date range to find a row in the preview.
- Open Export and choose Export As CSV or Export As Excel. Wait for the export to finish before looking for the download.
In Production, generating a report uses credits for the rows it contains. The report shows an estimate before you export, and Export History shows the Credits Consumed by each export. See Credits.
The preview is a way to inspect the report, not the exported file. Open the downloaded file to check its records. If the table says No data available, widen the date range or check the selected country and environment.
Make a custom report
Use a custom report when the predefined cards do not contain the fields you need.
- Choose the Custom Reports card, then Create Manually.
- Enter a report name and description. Choose the fields to include and set the date range and any filters.
- Check the preview, then choose Save to keep the report, or Save and Export to save it and start an Excel export.
The saved report appears under Custom Reports. Open its card to change its fields or filters; use the card’s menu for View, Edit Report or Delete Report. Deleting a report asks for confirmation and cannot be undone.
If you see Report name is required or Report description is required, fill in the missing value and save again. If the preview has no rows, check the date range, filters, country and environment before exporting.
Find a completed export
In production, choose Export History from the Reports page. Find the report by name or status. An export marked Completed has a download action; Pending means it is not ready. Choose Failed to read the error, then return to Reports and generate the report again with a smaller date range or different filters if needed.
Export History does not appear in Sandbox. For help finding a specific invoice behind a report, use Search, filters and views.
Reports by country
Each country has its own predefined reports. These are the cards you see.
United Arab Emirates
| Report | What it shows |
|---|---|
| Sales Tax Reconciliation | Sales taxable amounts and VAT totals, to reconcile |
| Purchase Tax Reconciliation | Purchase taxable amounts and VAT totals, to reconcile |
| Sales VAT Declaration | Sales values for preparing your VAT declaration |
| Purchase VAT Declaration | Purchase values for preparing your VAT declaration |
| Tax Summary by Category | Sales and purchase VAT totals by tax category |
| Transaction Type Compliance | Compliance results by transaction type |
Saudi Arabia
| Report | What it shows |
|---|---|
| Monthly Overview | Invoice activity by month |
| Reconciliation to Date | Reconciliation totals up to the selected date |
| Detailed Reconciliation | Reconciliation results for each transaction |
| Documents to Date | Documents issued up to the selected date |
| Special Transactions | Transactions that need special handling |
| Intra-GCC Transactions | Transactions with counterparties in other GCC countries |
| Export Invoices | Invoices for exported supplies |
Malaysia
| Report | What it shows |
|---|---|
| Monthly Overview | Invoice activity by month |
| Transaction Details | Report values for each transaction |
| Tax Summary | Taxable amounts and tax totals |
| Monthly Summary | Summarised activity for the selected month |
| Special Transactions | Transactions that need special handling |
| Reconciliation | Reported transaction and tax totals compared |
| Monthly Reconciliation Summary | Reconciliation totals by month |
| Detailed Reconciliation | Reconciliation results for each transaction |
| Consolidated to Date | Consolidated activity up to the selected date |
Belgium
Sales Transaction Details, Sales Tax Details, Sales by Customer, Sales by Document Type, Purchase Transaction Details, Purchase Tax Details, Purchases by Supplier, Tax Reconciliation, Tax Summary by Category, EC Sales List, Export Transactions, Import Transactions, Intra-EU Sales, Intra-EU Purchases, Reverse Charge Sales, Reverse Charge Purchases and Belgium E-Invoicing Compliance.
Germany
Sales Transaction Details, Sales Tax Details, Sales by Customer, Sales by Document Type, Sales VAT Reconciliation, Purchase Transaction Details, Purchase Tax Details, Purchase Summary, Tax Summary, ZM EU Sales List, Reverse Charge Transactions, Transmission Status, Validation Status and Submissions.
Oman
Reports are not available for Oman yet. The page says so when Oman is selected.