The Reports section contains the initial basic reports. The reports are built with a new table component that has been used in the Open Invoices section, featuring built-in reporting tools and filtering functionalities. The reports include All Invoices, Open Invoices, Invoices Overdue and Deleted Invoices.
Additional information on editing reports and table features can be found in the article on General information about the functionality of the reports.
- You can navigate to detailed information about a sales invoice from the reports by double-clicking to open it.
In the All Invoices report, all sales invoices in all states (draft, delivered) are listed. The report defaults to an order where the newest sales invoice is displayed at the top, primarily based on the invoice date and secondarily on the invoice number.
The view will display the first 5,000 invoices based on the selected sorting and filters. The view no longer "jumps" during loading — all retrievable invoices are loaded at once and shown promptly. Filters cannot be applied while data is loading. If more than 5,000 results match the filters, the total number is displayed (e.g., 5,000/6,411). You can scroll down to load more, or click **Load All** to fetch all matching documents.
The Open Invoices report displays open sales invoices in the sales ledger. The report defaults to an order where the newest sales invoice is displayed at the top, primarily based on the invoice date and secondarily on the invoice number. A date selector at the top of the table allows the user to specify a date in the past and display open invoices on that date.
The Invoices Overdue report displays sales invoices that are already overdue in the sales ledger. The report defaults to an order where the newest sales invoice is displayed at the top, primarily based on the invoice date and secondarily on the invoice number.
Deleted Invoices report shows the numbered invoices which have been deleted by the support team.