Note: This report is not available to Limited Agents.
This report shows you a summary of all the taxes that have been charged across your customer base.
- If you have multiple currencies, each currency will be shown in a separate report. Choose a currency from the top field in the report.
You can also select a date range to report on.
Important! When choosing a date range, keep in mind that the dates of the report contribute to the uniqueness check for the export process, and the Fusebill system will not allow you to re-generate the same report with the same date range until after it has expired (30 days after creation). For this reason, if you are running a month-to-date report in the middle of a month, ensure that you choose today's date as your end date, so it can be run again on a future date before the original expires. For example, to run a monthly report today, November 4, choose November 4 as the end date of the report. Tomorrow, you can run the same report with the end date of November 5, and so on. If you use November 30 as your end date, you will not be able to run the same report again until after it expires.
- Click Export CSV to export the filtered report to CSV format. Under Options you can choose to include the full customer details in the export as well (default is OFF). When you click the Export CSV button, the system will submit a background process which will deliver the results of your report when it has been completed. You can access the report from the Notifications page at the top of the screen once it is ready. The system also automatically sends an email to the user who submitted the request once the report is ready for download.