Using the EasyPage to Filter Invoice Searches and Exporting Data Into Spreadsheets
Generating custom reports in Nimbello using the EasyPage is a straightforward process that empowers users to extract meaningful insights from their invoicing data. By leveraging the platform's filtering options and export capabilities, businesses can streamline their reporting workflows and make informed decisions based on accurate and tailored information. This will be a short tutorial to demonstrate how you can easily do this.
Below you can see a variety of fields, all of which you can utilize to filter your search results. For example, if you would like to generate a report showing all invoices that were processed through Nimbello between 12/01/23 to 12/31/23 for the vendor XYZ123, you simply need to enter those values into the correct fields and click "Search".
Once you are satisfied with the list you created by using filters, you can click the "Excel Export" button to generate the report in a useful spreadsheet. 