Topic

Reports and exports

Build, save, export and email Bilty reports through the Enterprise Report Centre.

6 connected guidesBilty Management
6 guides
Category

Bilty Management

Code-inspected guidance for Britixo Bilty Management v1.0.0 covering three-step Bilty creation, autosave, issue and transit, finance, bilingual English/Urdu PDFs, tenant branding, QR verification, receiver e-sign/POD, WhatsApp automation, reports, REST API, webhooks and tamper-evident audit evidence.

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Guide

Build a Bilty report

Build a Bilty reportUse the Enterprise Report Centre to choose the report definition and generate a dataset from current Bilty records.

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Guide

Choose Bilty report fields, filters and grouping

Choose Bilty report fields, filters and groupingSelect supported output fields, filter criteria and grouping while respecting Finance field visibility permissions.

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Save and reuse a Bilty report definition

Save and reuse a Bilty report definitionSave a personal or permitted shared report configuration and reopen it for repeat reporting.

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Guide

Export a Bilty report to PDF

Export a Bilty report to PDFGenerate a professional PDF export from the current report definition and dataset.

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Guide

Export a Bilty report to XLS

Export a Bilty report to XLSGenerate the spreadsheet-compatible XLS export from the current report definition and dataset.

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Guide

Email a Bilty report PDF

Email a Bilty report PDFSend the generated report as a PDF attachment through the existing Britixo mail stack and verify the report action log.

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