How to Gather a List of Invoices and Export To Excel

📊 Quick & Flexible Reporting

Some features may only apply to Nimbello Portal 4.0

The EasyPage in Nimbello allows users to create custom reports by applying filters and exporting data in just a few clicks. Whether you're analyzing vendor activity, reviewing monthly performance, or tracking specific invoice patterns, this tool helps you turn data into actionable insights.

📍 Where to Start

1. Navigate to the Invoices > EasyPage 

2. You'll see a wide range of fields available for filtering, such as:

   

    

   • Date Range

   • Vendor Number

   • Invoice Status

   • Division

   • And more...

🔍 Example Use Case

Let’s say you want to generate a report of all invoices processed for vendor XYZ123 between 12/01/23 and 12/31/23:

1. Enter the Begin Date and End Date in the appropriate fields.

2. Type XYZ123 into the Vendor Number field.

3. Click Search.

Your filtered results will now appear on the screen.

📤 Exporting Your Report

Once you're satisfied with the search results:

• Click the Excel Export button.

• This will download your filtered data into a spreadsheet, perfect for recordkeeping, sharing, or further analysis.

Need help with complex filtering or advanced reporting? Feel free to reach out to Support!