Management reports give administrators visibility into document volumes, transaction amounts, distribution, and Servicio de Impuestos Internos (SII) compliance.

Management reports are available to Administrators from the Reportes de Gestión environment. Each report covers a specific aspect of the operation and you can filter it by date range and document type. Results are displayed as charts and can be drilled down to show individual document details.

The Reportes de Gestión home screen includes the following options:

Cantidad de Documentos

Run a report on the number of documents issued for a period.

Monto de Transacciones

Run a report on transaction amounts for a period.

Distribución de Documentos

Run a report on distributed documents for a period.

Reporte Estado SII

Run a report on SII statuses for a period.

Reporte Cumplimiento Normativa SII

Run a report on SII regulatory compliance for a period.

Detalle de Documentos Emitidos

Run a detail report on issued documents for a period.

Reporte de Documentos Con Problemas

Run a report on documents with SII rejection or repair statuses for a period.

Cuadratura de Recibidos

Upload a document for reconciliation.

Documentos Emitidos

Search issued documents by specific variables.

Reporte Portal de Proveedores

Run reports on actions taken by external users. Contains two sub-reports: Facturas Visualizadas and Usuarios Activos.

Reporte E-Trace

Run a report on documents distributed by email.

Cuadratura Recepción

Download extended emission reports.

Reporte de Ahorro

Run a report on cost savings from using electronic documents instead of paper.