Stampli Reports
Powerful AP reports that provide real-time insights to optimize your processes.
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Reporting in Stampli
The problems that AP teams face
AP teams need to constantly monitor invoice statuses, spot bottlenecks, and report on key AP metrics that impact monthly close and cash flow analysis. Gathering this data typically requires manually pulling information from multiple disconnected systems and spreadsheets, limiting the real-time visibility needed. Customizing specific data for different stakeholders is especially tedious and time-consuming, leading to inefficiencies throughout the entire department.
Stampli’s approach
Only Stampli provides a comprehensive reporting solution that combines ease of use with powerful customization capabilities. Any AP team member can quickly find and analyze the exact data they need, all within a single platform. The intuitive design allows users to customize reports without training or third-party software, ensuring that every stakeholder gets the specific information they need, when they need it. Our real-time data integration, advanced filtering options, and customizable views make Stampli Reports the most efficient way to monitor AP performance, identify bottlenecks, and drive continuous improvement.
Key features
Pre-built invoice reports
12 out-of-the-box reports in 4 categories: Invoices, Invoice Lifecycle, Invoice Status, and Billing Reconciliation.
Easily customized by any user
Our intuitive design lets users build and modify reports without training or third-party software.
Real-time data
Invoice and user data is integrated and kept up-to-date throughout the invoice lifecycle.
Filter, sort and drill into any datapoint
Perform deeper analysis on standard fields, custom fields, and GL accounts.
Add or remove columns on the fly
Dynamically adjust columns to create user-specific views.
Sharing options
Create PDFs, share direct links, print hardcopies, or download as CSV/XLSX files.
Permission-based controls
Users only see invoices aligned with their permissions, ensuring data security.
FAQ
How many pre-built reports does Stampli offer?
Stampli provides 12 out-of-the-box reports covering various aspects of AP processes and user productivity.
Can I customize the reports to show only the information I need?
Yes, Stampli Reports are fully customizable. You can easily add or remove columns, apply filters, and save custom views without any special training.
Is the data in the reports updated in real-time?
Yes, all invoice and user data in Stampli Reports is integrated and updated in real-time as actions are taken throughout the invoice lifecycle.
Can I share reports with other team members or stakeholders?
Absolutely. You can create PDFs, share direct links, print hardcopies, or download reports as CSV or XLSX files for easy sharing.
Are there any limitations on how many invoices I can include in a report?
While you can create reports with unlimited records, PDF downloads are limited to 200 invoices at a time.
How does Stampli ensure data security in the reports?
Stampli uses permission-based controls, ensuring that users only see invoices and data aligned with their specific permissions within the system.
Learn More about Stampli Reports
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