In today’s fast-paced environment, having quick access to accurate and detailed reports is crucial for making informed decisions. Kintsugi allows you to effortlessly export a variety of reports. Whether you need insights on transactions, products, or Nexus filings—this guide will walk you through the process of exporting reports to streamline your business operations.
Understanding the Export Feature
Kintsugi provides a simple and efficient way to generate reports from different sections of Kintsugi AI platform. These reports can be exported in Excel format, allowing users to analyze, share, and archive important business data.
Types of Reports Available for Export
Kintsugi allows you to export reports from multiple sections, including:
1. Nexus Report
This report can be useful for tax and regulatory compliance
a. Navigate to the Nexus tab.
b. Find and click the Export icon in the upper right corner of the screen.
c. A pop-up message will notify you that the export process has begun. When the report is ready, a download link will be sent to your email address.
2. Filings Report
This report helps businesses track and manage tax-related filings efficiently.
a. Navigate to the Filings tab.
b. Find and click the Export icon in the upper right corner of the screen.
c. Select which country and click “Submit.”
d. A pop-up message will notify you that the export process has begun. When the report is ready, a download link will be sent to your email address.
3. Transactions Report
a. Navigate to the Transactions tab.
b. Find and click the Export icon in the upper right corner of the screen.
c. To generate your report, (1) select either "Transaction Details" or "Transaction Summary", (2) specify the country, (3) choose the desired reporting period, and then (4) click "Submit".
d. A pop-up message will notify you that the export process has begun. When the report is ready, a download link will be sent to your email address.
4. Products Report
This report contains comprehensive information on all products, including details like product name, SKU, price, and availability.
a. Navigate to the Products tab.
b. Find and click the Export icon in the upper right corner of the screen.
c. A pop-up message will notify you that the export process has begun. When the report is ready, a download link will be sent to your email address.
Why Exporting Reports Matters
Data-Driven Decision Making: Access to structures reports enables your business to make strategic decisions based on factual insights.
Compliance & Auditing: Easily export records to meet regulatory requirements and simplify auditing processes.
Operational Efficiency: Save time by automating report generation instead of manually compiling data.
Conclusion
With Kintsugi’s easy-to-use export feature, your business can maintain comprehensive records of transactions, products, and compliance filings. By following this guide, you can efficiently access and utilize valuable business data to optimize operations and ensure compliance.
Start exporting reports today and gain better control over your business insights with Kintsugi!