{"id":27634,"date":"2019-08-29T12:22:59","date_gmt":"2019-08-29T11:22:59","guid":{"rendered":"https:\/\/www.okappy.com\/?post_type=avada_portfolio&#038;p=27634"},"modified":"2019-08-29T12:32:36","modified_gmt":"2019-08-29T11:32:36","slug":"ad-hoc-invoices-report","status":"publish","type":"avada_portfolio","link":"https:\/\/www.okappy.com\/support-article\/ad-hoc-invoices-report\/","title":{"rendered":"Ad hoc invoices report"},"content":{"rendered":"<p><div class=\"fusion-fullwidth fullwidth-box fusion-builder-row-1 nonhundred-percent-fullwidth non-hundred-percent-height-scrolling\" style=\"background-color: rgba(255,255,255,0);background-position: center center;background-repeat: no-repeat;padding-top:0px;padding-right:0px;padding-bottom:0px;padding-left:0px;margin-bottom: 0px;margin-top: 0px;border-width: 0px 0px 0px 0px;border-color:#eae9e9;border-style:solid;\" ><div class=\"fusion-builder-row fusion-row\"><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-0 fusion_builder_column_1_1 1_1 fusion-one-full fusion-column-first fusion-column-last\" style=\"margin-top:0px;margin-bottom:20px;\"><div class=\"fusion-column-wrapper fusion-flex-column-wrapper-legacy\" style=\"background-position:left top;background-repeat:no-repeat;-webkit-background-size:cover;-moz-background-size:cover;-o-background-size:cover;background-size:cover;padding: 0px 0px 0px 0px;\"><style type=\"text\/css\"><\/style><div class=\"fusion-title title fusion-title-1 fusion-sep-none fusion-title-text fusion-title-size-one\" style=\"margin-top:0px;margin-right:0px;margin-bottom:31px;margin-left:0px;\"><h1 class=\"title-heading-left fusion-responsive-typography-calculated\" style=\"margin:0;--fontSize:36;line-height:1.39;\">Ad hoc (search for invoices) report<\/h1><\/div><div class=\"fusion-text fusion-text-1\"><p>With Okappy, your work information is available at the touch of a button. \u00a0You can easily filter your invoices and search for particular invoices. \u00a0You can also generate a report for all invoices containing a particular key word using the &#8220;Search for invoices&#8221; report.<\/p>\n<p>To generate a report based off an invoice search, follow the steps below.<\/p>\n<\/div><div class=\"fusion-clearfix\"><\/div><\/div><\/div><\/div><\/div><div class=\"fusion-fullwidth fullwidth-box fusion-builder-row-2 hundred-percent-fullwidth non-hundred-percent-height-scrolling\" style=\"background-color: rgba(255,255,255,0);background-position: center center;background-repeat: no-repeat;padding-top:0px;padding-right:0px;padding-bottom:0px;padding-left:0px;margin-bottom: 0px;margin-top: 0px;border-width: 0px 0px 0px 0px;border-color:#eae9e9;border-style:solid;\" ><div class=\"fusion-builder-row fusion-row\"><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-1 fusion_builder_column_1_1 1_1 fusion-one-full fusion-column-first fusion-column-last fusion-column-no-min-height\" style=\"margin-top:0px;margin-bottom:0px;\"><div class=\"fusion-column-wrapper fusion-flex-column-wrapper-legacy\" style=\"background-position:left top;background-repeat:no-repeat;-webkit-background-size:cover;-moz-background-size:cover;-o-background-size:cover;background-size:cover;padding: 0px 0px 0px 0px;\"><style type=\"text\/css\"><\/style><div class=\"fusion-title title fusion-title-2 fusion-sep-none fusion-title-text fusion-title-size-three\" style=\"margin-top:0px;margin-right:0px;margin-bottom:31px;margin-left:0px;\"><h3 class=\"title-heading-left fusion-responsive-typography-calculated\" style=\"margin:0;--fontSize:22;--minFontSize:22px;line-height:1.44;\">Generate your ad hoc (search for invoices) report<\/h3><\/div><div class=\"fusion-text fusion-text-2\"><p>To generate a report of all jobs which contain a particular keyword<\/p>\n<ul>\n<li>Click <strong>Reports<\/strong> in the menu bar<\/li>\n<li>Click <strong>Invoices<\/strong>\u00a0and then\u00a0<strong>Search for an invoice<\/strong><\/li>\n<li>Add your invoice ID, reference, address, postcode or description<\/li>\n<li>Click <strong>Generate report<\/strong><\/li>\n<\/ul>\n<p><img class=\"lazyload size-large wp-image-27276\" title=\"Reports generate search invoices\" src=\"https:\/\/okappyimages.okappy.com\/Reports-generate-search-invoices-1024x648.png\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/Reports-generate-search-invoices-1024x648.png\" alt=\"Reports generate search invoices\" width=\"1024\" height=\"648\" srcset=\"data:image\/svg+xml,%3Csvg%20xmlns%3D%27http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%27%20width%3D%271024%27%20height%3D%27648%27%20viewBox%3D%270%200%201024%20648%27%3E%3Crect%20width%3D%271024%27%20height%3D%27648%27%20fill-opacity%3D%220%22%2F%3E%3C%2Fsvg%3E\" data-srcset=\"https:\/\/okappyimages.okappy.com\/Reports-generate-search-invoices-200x127.png 200w, https:\/\/okappyimages.okappy.com\/Reports-generate-search-invoices-300x190.png 300w, https:\/\/okappyimages.okappy.com\/Reports-generate-search-invoices-320x202.png 320w, https:\/\/okappyimages.okappy.com\/Reports-generate-search-invoices-400x253.png 400w, https:\/\/okappyimages.okappy.com\/Reports-generate-search-invoices-600x380.png 600w, https:\/\/okappyimages.okappy.com\/Reports-generate-search-invoices-768x486.png 768w, https:\/\/okappyimages.okappy.com\/Reports-generate-search-invoices-800x506.png 800w, https:\/\/okappyimages.okappy.com\/Reports-generate-search-invoices-1024x648.png 1024w, https:\/\/okappyimages.okappy.com\/Reports-generate-search-invoices-1200x759.png 1200w, https:\/\/okappyimages.okappy.com\/Reports-generate-search-invoices.png 1375w\" data-sizes=\"auto\" data-orig-sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<p>This will generate a report showing the Tax date, Invoice number, Customer, Net amount, VAT amount and whether the invoice has been paid.<\/p>\n<p><img class=\"lazyload size-large wp-image-27279\" title=\"Reports view search invoices\" src=\"https:\/\/okappyimages.okappy.com\/Reports-view-search-invoices-1024x648.png\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/Reports-view-search-invoices-1024x648.png\" alt=\"Reports view search invoices\" width=\"1024\" height=\"648\" srcset=\"data:image\/svg+xml,%3Csvg%20xmlns%3D%27http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%27%20width%3D%271024%27%20height%3D%27648%27%20viewBox%3D%270%200%201024%20648%27%3E%3Crect%20width%3D%271024%27%20height%3D%27648%27%20fill-opacity%3D%220%22%2F%3E%3C%2Fsvg%3E\" data-srcset=\"https:\/\/okappyimages.okappy.com\/Reports-view-search-invoices-200x127.png 200w, https:\/\/okappyimages.okappy.com\/Reports-view-search-invoices-300x190.png 300w, https:\/\/okappyimages.okappy.com\/Reports-view-search-invoices-320x202.png 320w, https:\/\/okappyimages.okappy.com\/Reports-view-search-invoices-400x253.png 400w, https:\/\/okappyimages.okappy.com\/Reports-view-search-invoices-600x380.png 600w, https:\/\/okappyimages.okappy.com\/Reports-view-search-invoices-768x486.png 768w, https:\/\/okappyimages.okappy.com\/Reports-view-search-invoices-800x506.png 800w, https:\/\/okappyimages.okappy.com\/Reports-view-search-invoices-1024x648.png 1024w, https:\/\/okappyimages.okappy.com\/Reports-view-search-invoices-1200x759.png 1200w, https:\/\/okappyimages.okappy.com\/Reports-view-search-invoices.png 1375w\" data-sizes=\"auto\" data-orig-sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<\/div><div class=\"fusion-clearfix\"><\/div><\/div><\/div><\/div><style type=\"text\/css\">.fusion-fullwidth.fusion-builder-row-2 { overflow:visible; }<\/style><\/div><div class=\"fusion-fullwidth fullwidth-box fusion-builder-row-3 hundred-percent-fullwidth non-hundred-percent-height-scrolling\" style=\"background-color: rgba(255,255,255,0);background-position: center center;background-repeat: no-repeat;padding-top:0px;padding-right:0px;padding-bottom:0px;padding-left:0px;margin-bottom: 0px;margin-top: 0px;border-width: 0px 0px 0px 0px;border-color:#eae9e9;border-style:solid;\" ><div class=\"fusion-builder-row fusion-row\"><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-2 fusion_builder_column_1_1 1_1 fusion-one-full fusion-column-first fusion-column-last fusion-column-no-min-height\" style=\"margin-top:0px;margin-bottom:0px;\"><div class=\"fusion-column-wrapper fusion-flex-column-wrapper-legacy\" style=\"background-position:left top;background-repeat:no-repeat;-webkit-background-size:cover;-moz-background-size:cover;-o-background-size:cover;background-size:cover;padding: 0px 0px 0px 0px;\"><style type=\"text\/css\"><\/style><div class=\"fusion-title title fusion-title-3 fusion-sep-none fusion-title-text fusion-title-size-one\" style=\"margin-top:0px;margin-right:0px;margin-bottom:31px;margin-left:0px;\"><h1 class=\"title-heading-left fusion-responsive-typography-calculated\" style=\"margin:0;--fontSize:36;line-height:1.39;\">Export your ad hoc (search for invoices) report<\/h1><\/div><div class=\"fusion-text fusion-text-3\"><p>You can export your report to Microsoft Excel or Google Sheets where you can further manipulate the data, create charts and graphs or even generate <a href=\"https:\/\/www.okappy.com\/creating-dashboards-with-okappy-and-google-sheets\/\" target=\"_blank\" rel=\"noopener noreferrer\">beautiful dashboards<\/a> which show your key metrics as they change over time.<\/p>\n<p><div id=\"attachment_27277\" style=\"width: 1034px\" class=\"wp-caption alignnone\"><img aria-describedby=\"caption-attachment-27277\" class=\"lazyload size-large wp-image-27277\" title=\"Export search invoices report to Google Sheets\" src=\"https:\/\/okappyimages.okappy.com\/Excel-search-invoices-1024x648.png\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/Excel-search-invoices-1024x648.png\" alt=\"Export search invoices report to Excel\" width=\"1024\" height=\"648\" srcset=\"data:image\/svg+xml,%3Csvg%20xmlns%3D%27http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%27%20width%3D%271024%27%20height%3D%27648%27%20viewBox%3D%270%200%201024%20648%27%3E%3Crect%20width%3D%271024%27%20height%3D%27648%27%20fill-opacity%3D%220%22%2F%3E%3C%2Fsvg%3E\" data-srcset=\"https:\/\/okappyimages.okappy.com\/Excel-search-invoices-200x127.png 200w, https:\/\/okappyimages.okappy.com\/Excel-search-invoices-300x190.png 300w, https:\/\/okappyimages.okappy.com\/Excel-search-invoices-320x202.png 320w, https:\/\/okappyimages.okappy.com\/Excel-search-invoices-400x253.png 400w, https:\/\/okappyimages.okappy.com\/Excel-search-invoices-600x380.png 600w, https:\/\/okappyimages.okappy.com\/Excel-search-invoices-768x486.png 768w, https:\/\/okappyimages.okappy.com\/Excel-search-invoices-800x506.png 800w, https:\/\/okappyimages.okappy.com\/Excel-search-invoices-1024x648.png 1024w, https:\/\/okappyimages.okappy.com\/Excel-search-invoices-1200x759.png 1200w, https:\/\/okappyimages.okappy.com\/Excel-search-invoices.png 1370w\" data-sizes=\"auto\" data-orig-sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><p id=\"caption-attachment-27277\" class=\"wp-caption-text\">Export search invoices report to Excel<\/p><\/div>\n<div id=\"attachment_27278\" style=\"width: 1034px\" class=\"wp-caption alignnone\"><img aria-describedby=\"caption-attachment-27278\" class=\"lazyload size-large wp-image-27278\" title=\"Export search invoices report to Google Sheets\" src=\"https:\/\/okappyimages.okappy.com\/Google-Sheets-search-invoices-1024x648.png\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/Google-Sheets-search-invoices-1024x648.png\" alt=\"Export search invoices report to Google Sheets\" width=\"1024\" height=\"648\" srcset=\"data:image\/svg+xml,%3Csvg%20xmlns%3D%27http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%27%20width%3D%271024%27%20height%3D%27648%27%20viewBox%3D%270%200%201024%20648%27%3E%3Crect%20width%3D%271024%27%20height%3D%27648%27%20fill-opacity%3D%220%22%2F%3E%3C%2Fsvg%3E\" data-srcset=\"https:\/\/okappyimages.okappy.com\/Google-Sheets-search-invoices-200x127.png 200w, https:\/\/okappyimages.okappy.com\/Google-Sheets-search-invoices-300x190.png 300w, https:\/\/okappyimages.okappy.com\/Google-Sheets-search-invoices-320x202.png 320w, https:\/\/okappyimages.okappy.com\/Google-Sheets-search-invoices-400x253.png 400w, https:\/\/okappyimages.okappy.com\/Google-Sheets-search-invoices-600x380.png 600w, https:\/\/okappyimages.okappy.com\/Google-Sheets-search-invoices-768x486.png 768w, https:\/\/okappyimages.okappy.com\/Google-Sheets-search-invoices-800x506.png 800w, https:\/\/okappyimages.okappy.com\/Google-Sheets-search-invoices-1024x648.png 1024w, https:\/\/okappyimages.okappy.com\/Google-Sheets-search-invoices-1200x759.png 1200w, https:\/\/okappyimages.okappy.com\/Google-Sheets-search-invoices.png 1375w\" data-sizes=\"auto\" data-orig-sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><p id=\"caption-attachment-27278\" class=\"wp-caption-text\">Export search invoices report to Google Sheets<\/p><\/div><\/p>\n<\/div><div class=\"fusion-clearfix\"><\/div><\/div><\/div><\/div><style type=\"text\/css\">.fusion-fullwidth.fusion-builder-row-3 { overflow:visible; }<\/style><\/div><div class=\"fusion-fullwidth fullwidth-box fusion-builder-row-4 hundred-percent-fullwidth non-hundred-percent-height-scrolling\" style=\"background-color: rgba(255,255,255,0);background-position: center center;background-repeat: no-repeat;padding-top:0px;padding-right:0px;padding-bottom:0px;padding-left:0px;margin-bottom: 0px;margin-top: 0px;border-width: 0px 0px 0px 0px;border-color:#eae9e9;border-style:solid;\" ><div class=\"fusion-builder-row fusion-row\"><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-3 fusion_builder_column_1_1 1_1 fusion-one-full fusion-column-first fusion-column-last fusion-column-no-min-height\" style=\"margin-top:0px;margin-bottom:0px;\"><div class=\"fusion-column-wrapper fusion-flex-column-wrapper-legacy\" style=\"background-position:left top;background-repeat:no-repeat;-webkit-background-size:cover;-moz-background-size:cover;-o-background-size:cover;background-size:cover;padding: 0px 0px 0px 0px;\"><style type=\"text\/css\"><\/style><div class=\"fusion-title title fusion-title-4 fusion-sep-none fusion-title-text fusion-title-size-one\" style=\"margin-top:0px;margin-right:0px;margin-bottom:31px;margin-left:0px;\"><h1 class=\"title-heading-left fusion-responsive-typography-calculated\" style=\"margin:0;--fontSize:36;line-height:1.39;\">Share your report<\/h1><\/div><div class=\"fusion-text fusion-text-4\"><p>You can share your report by email to colleagues or your customer by clicking the email icon ( <img class=\"lazyload size-full wp-image-27153\" title=\"Email report\" src=\"data:image\/svg+xml,%3Csvg%20xmlns%3D%27http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%27%20width%3D%2716%27%20height%3D%2713%27%20viewBox%3D%270%200%2016%2013%27%3E%3Crect%20width%3D%2716%27%20height%3D%2713%27%20fill-opacity%3D%220%22%2F%3E%3C%2Fsvg%3E\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/mailTransparent1.png\" alt=\"Email report\" width=\"16\" height=\"13\" \/> ) at the top of the report.<\/p>\n<p><img class=\"lazyload size-large wp-image-27152\" title=\"Email Report\" src=\"data:image\/svg+xml,%3Csvg%20xmlns%3D%27http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%27%20width%3D%271024%27%20height%3D%27648%27%20viewBox%3D%270%200%201024%20648%27%3E%3Crect%20width%3D%271024%27%20height%3D%27648%27%20fill-opacity%3D%220%22%2F%3E%3C%2Fsvg%3E\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/Email-Report-1024x648.png\" alt=\"Email Report\" width=\"1024\" height=\"648\" \/><\/p>\n<\/div><div class=\"fusion-clearfix\"><\/div><\/div><\/div><\/div><style type=\"text\/css\">.fusion-fullwidth.fusion-builder-row-4 { overflow:visible; }<\/style><\/div>\n<div class=\"fusion-fullwidth fullwidth-box fusion-builder-row-5 hundred-percent-fullwidth non-hundred-percent-height-scrolling\" style=\"background-color: rgba(255,255,255,0);background-position: center center;background-repeat: no-repeat;padding-top:0px;padding-right:0px;padding-bottom:0px;padding-left:0px;margin-bottom: 0px;margin-top: 0px;border-width: 0px 0px 0px 0px;border-color:#eae9e9;border-style:solid;\" ><div class=\"fusion-builder-row fusion-row\"><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-4 fusion_builder_column_1_1 1_1 fusion-one-full fusion-column-first fusion-column-last fusion-column-no-min-height\" style=\"margin-top:0px;margin-bottom:0px;\"><div class=\"fusion-column-wrapper fusion-flex-column-wrapper-legacy\" style=\"background-position:left top;background-repeat:no-repeat;-webkit-background-size:cover;-moz-background-size:cover;-o-background-size:cover;background-size:cover;padding: 0px 0px 0px 0px;\"><style type=\"text\/css\"><\/style><div class=\"fusion-title title fusion-title-5 fusion-sep-none fusion-title-text fusion-title-size-one\" style=\"margin-top:0px;margin-right:0px;margin-bottom:31px;margin-left:0px;\"><h1 class=\"title-heading-left fusion-responsive-typography-calculated\" style=\"margin:0;--fontSize:36;line-height:1.39;\">Further information<\/h1><\/div><div class=\"fusion-text fusion-text-5\"><p>For further information about the reports you can generate from within Okappy, check the <a href=\"https:\/\/www.okappy.com\/support\/reports\/\">reports section<\/a> of our support site. \u00a0Alternatively, check out the questions and answers in our <a href=\"https:\/\/www.okappy.com\/forum\/\">forum<\/a>.<\/p>\n<\/div><div class=\"fusion-clearfix\"><\/div><\/div><\/div><\/div><style type=\"text\/css\">.fusion-fullwidth.fusion-builder-row-5 { overflow:visible; }<\/style><\/div>\n<\/p>\n","protected":false},"excerpt":{"rendered":"<p>See how to filter your invoices and search for particular invoices with our &#8220;Search for invoices&#8221; report<\/p>\n","protected":false},"author":1,"featured_media":0,"menu_order":0,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"spay_email":""},"portfolio_category":[316,319],"portfolio_skills":[],"portfolio_tags":[439,441,442,438,440],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v17.0 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Ad hoc invoices report - Okappy<\/title>\n<meta name=\"description\" content=\"Easily filter your invoices and search for particular invoices with our &quot;Search for invoices&quot; report. 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