bFiskur® allows you to create views or reports in the vaults that you can save and run many times, so you can select which columns your report will include or which fields will be used to filter the information. For example, you can create a view or report that shows the columns RFC, document type, subtotal, and VAT on screen, and that when displaying the information only shows the documents that are invoices and have a status of canceled. Once you have created the view, you can use it as many times as you want, whether you use it to view the information on screen or export to Excel.
Creating a view is very simple, all vaults allow you to create views. You just have to locate the small box in the upper right corner of the vaults, and by clicking there, you will access the options that allow you to create views.
It is important that when creating your view, you give it a unique name, bFiskur® does not allow repeated names for views or reports globally. If you use a repeated name, the platform will indicate this to you and will not allow you to create the view.
In the following links, you can find a video tutorial to create views in bFiskur®, it is very simple.
How to create a view in bFiskur
If you have already created your view and what you need is to modify it, in this other 2-minute video you will learn how to do it.
Modifying and Customizing your Report Views
They are super useful when consulting information, plus they save you time. Consider the following tips when creating them:
- Use names that allow you to identify what your view refers to, for example: payments from January of my company.
- Always try to narrow down the information, apply filters to avoid bringing in information you don't need in your report. Including unnecessary information will make your report take longer to generate.
- Include only those columns that you require.