Copy an invoice report and change the report type

Profit has several invoice reports. The report type of the invoice report determines where the invoice report can be used. Examples of report types include: Project invoice, Course invoice and Sales invoice. You can copy a report and change the report type.

Example:

You have created your own report for project invoices. This report is of the Project invoice type. That means you cannot use the report for, for example, course invoices.

If you want to use this report for course invoices as well, copy the report and change the type to Course invoice in the copy.

You can only change the report type while copying, not afterwards.

To copy an invoice report and change the report type:

  1. Go to: General / Output / Management / Report.
  2. Select the report.
  3. Click on the action: Copy.
  4. Enter the description.
  5. Select the type in Report type:.

    Dat_Factuurrapport kopiëren en rapporttype wijzigen

  6. Click on: Finish.

Directly to

  1. Add a report
  2. Add a report based on an existing report
  3. Add a report based on a data collection
  4. Copy an invoice report and change the report type