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In Mydoma Studio you can use the reporting tool to see an overview for the following:
Navigation for all reports:
The overall search/filter section will be on the right hand side. At the top of this section is the "clear all" option if you want to reset any filters.
If you are on a smaller screen or if your browser window is condensed you may need to hover over the column headers to find the scroll bar to scroll to see all of the information.
You will be able to see 10 orders/invoices/packages at a time. You can use the arrows on the bottom right to continue to the next page.
If you wish to export a report, ensure you have the filters set to what you would like to export and then select "Export to CSV" at the top right. This will put the data into a spreadsheet.
Order Reports:
You will want to select the option for orders and it will open up a report of Purchase Orders and Work Orders you have created in Mydoma.
This should be similar to what you see when you first enter.
You are able to filter orders by:
Start Date: the oldest order you want to see
End Date: the newest order you want to see
Project: orders in a specific project
Type: Purchase Order, Work Order, or All
Status: based on the preset statuses that you have assigned to orders
Invoice Reports:
You will want to select the option for invoices and it will open up a report of Invoices you have created in Mydoma.
This should be similar to what you see when you first enter.
You are able to filter invoices by:
Status: Paid, Unpaid, or All
Start Date: the oldest invoice issue date you want to see
End Date: the newest invoice issue date you want to see
Project: invoices in a specific project
Purchased Packages Reports:
You will want to select the option for Packages and it will open up a report of Purchased Packages you have sold or had clients sign up for in Mydoma.
This should be similar to what you see when you first enter.
You are able to filter packages by:
Start Date: the oldest package sold/signed up for you want to see
End Date: the newest package sold/signed up for you want to see
Package: the type of package. This is useful to see which packages you are selling more, or have clients signed up for more.
Client: who bought/signed up for the packages
Lastly to see if a package has stripe data. This is to show packages that were paid for through stripe and are not labeled as free.
Pro Tip: Want to give your Accountant or Bookkeeper access? Simply make them a users and set their permissions.
If you need any additional support, click the question mark in the upper right-hand corner to chat with a member of our team.
Happy designing!
Reports
In Mydoma Studio you can use the reporting tool to see an overview for the following:
Purchase orders/ Work Orders
Invoices and
Packages
Order Reports:
You can easily sort your purchase orders by date, status and project as well as leave status notes to further organize your Po's and relay details between team members.
Take a look at the navigation below to get to your PO/ Invoice/ Packages report, filter and leave a status note.
Invoice Reports:
You are able to see a date range and sort by currency, payment method, project and space for all of your invoices.
PRO TIP: For the invoices, the filter is now based on Paid Date for start and end dates for PAID INVOICES and the filter is based on Date created for start and end dates for UNPAID INVOICES.
Packages Report:
You can now extract a report on packages sold, you can utilize various filters to export the most useful report for your use. You can export the packages sold report by Package category, or by individual package only, or by Client.
Pro Tip: Want to give your Accountant or Bookkeeper access? Simply make them a users and set their permissions.
Here is an example of what permissions you can set for a book keeper, but remember you can always "view as" any role you create, including the client.
If you need any additional support, click the chat bubble in the lower right-hand corner to chat with a member of our team.
Happy designing!