This is documentation about the page Bokföringsrapporter that you can reach by clicking Försäljning > Bokföringsrapporter in the left sidebar. It lets you browse through all accounting reports that have been created and allows you create more reports as needed.
Filter reports
Direct link: Bokföringsrapporter
You can filter reports like so:
By type
Open the dropdown Alla rapporter (default value) in the upper left corner.By date
Open the dropdown Alla datum (default value) in the upper left corner.
Search reports
Direct link: Bokföringsrapporter
You can search for reports by typing in the search field in the upper right corner.
Create report
If you are missing a specific report for a specific period, you can create it like so:
- Go to the page Bokföringsrapporter.
- Click the Skapa rapport button.
- Select the type of report to be created.
- Select the report period for which the report should be created.
- Click the Skapa button to create the report.
Automatically Created Reports
You can configure which reports you want to be created automatically for each period.
Regeneration of Reports
If the data basis for a report changes, the report is automatically regenerated. It can take up to a day from when a change in the data is registered until the report is regenerated.
When a report has been regenerated, it is indicated in the report that it replaces a previous report for the same period.
Questions and Answers
Can I create a report for the same period multiple times?
No, you cannot create a report for a period for which you have already created the same type of report. However, if the data changes, the report will be automatically regenerated.