Go to Reports. Click Insurance Roll as you scroll down.

 

Choose the Storage category, Location, Building, and time period for which the data needs to be fetched.

 

Mode of Report is a filter that helps you analyze the data from two perspectives. You can pull the records by both Invoice period and Payments received.

Graphical user interface, text, application, chat or text message Description automatically generated

Invoice Period

Selecting this mode will display data involving all the invoice periods that fall under the selected period.

 

Payments Received

Selecting this mode will display data involving all the payments collected/received during the selected period.

Table Description automatically generated

 

If you wish to fetch a report inclusive of both data, you can select the filter as ‘Payment received’ which comprises both the columns Invoice period and Payment received.

Hopefully, you need not fetch long records and use filters in spreadsheets anymore. Choose the mode of report you need, get the statistics, and do all the analysis that you wish to do.