Both SliQ Invoicing Lite and SliQ Invoicing Plus come with a handy set of predefined reports that provide the essential business views of invoice sales.
The predefined reports can be printed or output as PDFs or exported to Microsoft Excel for further analysis.
SliQ Invoicing Plus and User-Defined Reports
In SliQ Invoicing Plus there are loads of options for adding more columns to reports, setting filters, sorting order and more. You can also create your own reports by copying an existing report and changing the options to show data in the way you need. Check the sections below for more information.
Add New Report Columns
For any report in SliQ Plus, you can add extra columns to show data from the invoice, customer, purchase order records as appropriate to the report type. Adding or removing columns is as simple as pressing the Change Title, Columns and Grouping button in the toolbar then checking or unchecking the columns you'd like to include:
Set Filters on Any Column
With any of the reports you can set custom filters on the report columns, e.g. to only show invoices due in a specified date range, or to only show unpaid invoices or invoices owing more than a certain amount that are older than a particular date.
Sort on any Report Column
You can define the sort order - ascending, descending, none - for any column you include on a report. For example you might choose to sort an invoice report by customer name and then by due date for their invoices. Setting the sort order on a column is as easy as double-clicking in the Sort column on the Customise Report dialog.
Group Data by any Column
The data on a report can be grouped by any column, e.g. you might group an invoice sales report by Customer to make the report easier to read. Alternatively you might group the report by Date Raised to show a summary of sales on a daily basis.
Collapse Grouped Data
If you have grouped data on a report, e.g. you have grouped the data by customer name or by date, you can also choose to collapse the data in the group. When a group is collapsed, SliQ shows a single row of data for the group containing a summary of the financial figures for the group. For example, if you have grouped invoice sales by customer and then collapse the group, SliQ will show the figures for the total sales for the customer.
Output Report in Different Formats
SliQ can print reports, generate PDFs for reports, and output any report to Excel. Printing or PDFing in portrait or landscape mode is as easy as checking a box in the toolbar.
Also ... Customise the Style of Reports +++
The sections above give only a brief overview of the reporting features in SliQ Invoicing Plus. Lots more options are available to resize columns, change the style of the reports, change the report title as well as create copies of reports on which you can set different options. For more information on reports, check the Reporting section in our online help file for SliQ Invoicing Plus.