{"id":1208,"date":"2024-11-12T13:23:46","date_gmt":"2024-11-12T13:23:46","guid":{"rendered":"https:\/\/help.xodox.in\/?post_type=docs&#038;p=1208"},"modified":"2024-11-15T15:24:22","modified_gmt":"2024-11-15T15:24:22","password":"","slug":"reports","status":"publish","type":"docs","link":"https:\/\/help.xodox.in\/pt\/docs\/reports\/","title":{"rendered":"Reports"},"content":{"rendered":"<div class=\"entry-content clearfix\">\n<h4><strong>General Customer Report<\/strong><\/h4>\n<p>Customer&nbsp;report can be generated from the <strong>Reports<\/strong> feature.<br \/>\nSelect Report type <b>Customer<\/b> and the necessary report time you want to see about clients. Report with all customers&nbsp;will be generated you only need to search the client you need to see report.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-2355\" src=\"https:\/\/help.xodox.in\/wp-content\/uploads\/2024\/11\/Demo-Company-11-15-2024_08_51_PM.png\" width=\"696\" height=\"394\"><\/p>\n<p><b>Note: If you have invoices with different currencies you will also need to select currency.<\/b> By default the given report will be from your base currency which is set in Setup&nbsp;-&gt; Finance&nbsp;-&gt; Currencies<\/p>\n<h4><strong>Customer report from profile<\/strong><\/h4>\n<p>Navigate to the customer profile and click on the <strong>Invoices<\/strong> tab<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-2360\" src=\"https:\/\/help.xodox.in\/wp-content\/uploads\/2024\/11\/Demo-Company-11-15-2024_08_53_PM.png\" width=\"699\" height=\"240\" ><\/p>\n<\/div>","protected":false},"excerpt":{"rendered":"<p>General Customer Report Customer&nbsp;report can be generated from the Reports feature. Select Report type Customer and the necessary report time you want to see about clients. Report with all customers&nbsp;will be generated you only need to search the client you need to see report. Note: If you have invoices with different currencies you will also need to select currency. By default the given report will be from your base currency which is set in Setup&nbsp;-&gt; Finance&nbsp;-&gt; Currencies Customer report from profile Navigate to the customer profile and click on the Invoices tab<\/p>","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":""},"doc_category":[24],"doc_tag":[],"class_list":["post-1208","docs","type-docs","status-publish","hentry","doc_category-customers"],"acf":[],"year_month":"2026-04","word_count":102,"total_views":0,"reactions":{"happy":0,"normal":0,"sad":0},"author_info":{"name":"help-xodox","author_nicename":"help-xodox","author_url":"https:\/\/help.xodox.in\/pt\/author\/help-xodox\/"},"doc_category_info":[{"term_name":"Customers","term_url":"https:\/\/help.xodox.in\/pt\/docs-category\/customers\/"}],"doc_tag_info":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Reports - My CMS<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/help.xodox.in\/pt\/docs\/reports\/\" \/>\n<meta property=\"og:locale\" content=\"pt_PT\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Reports - My CMS\" \/>\n<meta property=\"og:description\" content=\"General Customer Report Customer&nbsp;report can be generated from the Reports feature. 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