1. Log in to your Vuzion CORE account at
  1. To find the report screen, select Analytics followed by Reporting and Data Export in the left-hand menu. You’ll also be able to see and download any reports that have been created in the last 90 days:
  2. To run a new report, ensure the Reports tab is active (it will be by default), and click Create Report
  3. In the Select Data Set screen, select Provisioned Orders and click Next:

5. In the Configure Report screen, give the report a title and select the date range.

Note: to make the report match a particular invoice, you’ll need the date range to be the date of the previous invoice to the date of the invoice in question. This ensures any orders placed on the day of the previous invoice (but not included in that invoice) are included in the report. 
In the following example, the invoices are generated on the 11th of each month. To create a report matching the August 2021 invoice, the date range needs to be 11th July 2021 to 11th August 2021:

6. In the Report View drop-down menu, select Invoice Report.

7. In the File Format drop-down, select XLSX (this is selected by default).

Note: if you need the report to be a .csv file or one of the other available formats, select the preferred format from the drop-down list. 
You can also choose to be notified by email when the report has generated by ticking the box next to ‘Notify me about exported data…’. The email will also contain a link to the report.

8. When you’re happy with the details entered, click Create:

9. The new report will show at the top of the list of previous reports. Once the report has finished generating, the Status will change to Ready, and a Download link will become available (this may take a few minutes if there’s a large amount of data):

10. Click on the Download link and open the report in Excel.

Note: because the report includes the date of the previous invoice, it may have picked up orders that were on that invoice. These will need to be removed to make the report match the current invoice (see steps 11 – 13). 

11. Select the header row of the spreadsheet and add a filter. Filter column A (Invoice Number) and filter out the current invoice number. This will leave only rows with a different invoice number or blanks:

Note: in this example this leaves only one row with a blank in the Invoice Number column. However, the results may be multiple rows with both blanks and different invoice numbers.

12. Select all the rows that are still visible and delete them (delete the entire rows). Then clear the filter and you will be left with only rows that contain the correct invoice number:

13. You can now check the remaining data matches the invoice: The sum of Gross Total (column P) should match the full value of the pdf invoice (inc VAT). 

Note: if the totals don’t match, check the previous steps have been completed correctly, ie no data has been incorrectly removed or left in, the correct date range has been used, etc.


Using the report to reconcile billing over multiple invoices

If the report is to be used to reconcile billing over multiple invoices, adjust the date range to include the entire period being reconciled. You can then filter the resulting report to remove any data you don’t need.
Note: the date range used for the report relates to the date the orders were generated, rather than the invoice date. So, running a report using just the invoice date would only include orders (if any) from that day and not necessarily the full invoice.