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Run a transaction amount report

Use this procedure to see the total value of documents processed in a given period.

  1. Go to Reportes de Gestión.
  2. Select Monto de Transacciones.
  3. Select which document types to include. Select Todos to include all types, or select individual types.
  4. Optional: Narrow results by date:
    • Fecha Ingreso: filter by the date Paperless received the document.

    • Fecha de Expedición: filter by the document's issue date.

  5. Click Buscar.

The report displays a 3D bar chart showing the total monetary value (in COP) for each selected document type.