08. Reports – EventFlow Labs

Review billing, collection and document activity using the reports available in EventFlow FE. Reports can be filtered by date range and document status, and the resulting data can be exported as CSV.

1. Open Reports

EventFlow FE More screen showing the Reports option under Management — Open Reports from the More section of EventFlow FE.

Open More from the main navigation and select Reports under the management options.

2. Apply Filters

EventFlow FE Reports screen showing date range, document status filter and CSV export — Define the period and document status you want to review.

Use the available filters to define the report:

From. Select the beginning of the date range.
To. Select the end of the date range.
Status. Select a document status or keep All to view the results without filtering by status.

Select Filter to apply the criteria.

You can also select Export CSV when you need the report data in CSV format.

3. Review the Results

EventFlow FE report results showing invoices found, total collected, pending collection, services sold and summary by status — Review the billing summary produced by the current filters.

Depending on the selected range and status, the screen can show:

Invoices found. Number of invoices included in the current result.
Total collected. Amount corresponding to invoices recorded as collected.
Pending collection. Amount corresponding to issued invoices not yet recorded as collected.
Services sold. Number of invoiced items included in the result.
Summary by status. Number of documents and corresponding amounts grouped by the available document states.

Next: FAQs

Continue to FAQs →