Reports organise and present your iCompleat data in simple charts and numbers. You can drill down into each report to get deeper insights into your data and a clearer picture of your company’s ordering and invoicing activity. There’s also the option to instantly export the report results to PDF or Excel, letting you analyse and store your data outside of iCompleat if you need to.
There are 10 reports in iCompleat. Your access to each report is controlled by an iCompleat Administrator in your user permissions, so you might not see them all.
To see your reports, select Reports on the homepage. If you don't have access to any reports, you won't see the tile on your homepage.
What reports are available in iCompleat?
Here's a list of the various iCompleat reports, as well as a brief explanation of what's contained in each report, and what you might want to use them for.
Invoices per day
See how many invoices in your company with any status were processed today, in the last seven days, and an all-time total.
Invoices pending approval
See all invoices that are currently awaiting approval, or are yet to be submitted for approval.
See all fully approved or denied invoices.
See the number of invoices in your iCompleat company per supplier.
See the value of invoices in your iCompleat company per supplier.
See all transactions with an incurred cost that haven't yet been posted to your finance system. This includes all orders with an outstanding balance and a delivery date in the past, and all invoices currently unprocessed or awaiting approval.
See the monthly, yearly or total value of invoices processed in your iCompleat company.
Project your cashflow requirements for the coming months. See all invoices needing payment, VAT repayments due based on your financial year start, and payroll obligations.
See all fully approved orders with a delivery date in the future.
All open orders
See all fully approved orders with an outstanding balance and a delivery date in the past or future.
Running and viewing a report
In each iCompleat report, you can filter the results by specific criteria so that you can quickly drill down to the data you need. Some reports have a drop-down that lets you select a time period or enter one manually, and some let you also filter results by supplier or company.
iCompleat reports can take the form of bar charts, line graphs, or lists of data. You can click any part of a report to view the transactions making up the data. In some reports, you'll see a series of pink buttons underneath that let you drill down into specific transactions within the report.
After clicking part of a report or selecting one of the pink buttons, a list of relevant transactions appears on the right of the screen. You can view the individual lines within each transaction, and drill down further to see the original document image and any supporting documents.
Exporting a report
All of your reporting data can be quickly exported to Excel or PDF for your own records and analysis. You'll see an Export to PDF button in all of the reporting areas, which lets you export the graph, bar chart, or results list to PDF. When a report presents you with a list of orders or invoices, you have the option to export the list to PDF or Excel.
When viewing a document image within a report, you also have the options to rotate, download, or print the image.