View and Print Payment Practice Reports

Note

This is a reference example created by Docs4Apps to showcase the structure, depth, and Microsoft-aligned writing style we apply to documentation projects for ERP extensions. While the app itself is a demo, the documentation is based on real-world use cases and resembles what we deliver to actual customers.

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The pages follow the same structure and layout used by Microsoft Learn and are powered by DocFX, hosted on a secure environment, and built through a DevOps pipeline — the same process we apply in client projects. The content demonstrates how business functionality, compliance, setup, and user onboarding topics are structured in a full documentation set. Want to see a real example? Let’s talk — we’ll walk you through how we turn ISV apps into fully documented, market-ready offerings.

This article explains how to view, analyze, and print payment practice reports in the ERP system.

Viewing reports

Access reports

1. Choose the icon, enter Payment Practice Reports, and then choose the related link.

2. Select viewing options:

   • List view of all reports
   • Detailed view of single report
   • Statistical overview
   • Compliance summary

Analysis tools

1. Use built-in analysis features:

   • Drill-down capabilities
   • Data filtering
   • Sorting options
   • Comparative views

2. Access additional insights:

   • Trend analysis
   • Performance metrics
   • Compliance indicators

Printing reports

Print setup

1. Configure print options:

   • Select report layout
   • Choose output format
   • Set paper size and orientation
   • Define printer settings

2. Set up distribution:

   • Email settings
   • File export options
   • Digital submission format

Report layouts

Available standard layouts:

Layout Name	Use Case	Format
Period Summary	Period analysis	Portrait
Vendor Analysis	Vendor performance	Landscape
Compliance Report	Regulatory submission	Portrait
Detailed Analysis	Internal review	Landscape

Export options

File formats

1. Electronic formats:

   • Excel (.xlsx)
   • PDF (.pdf)
   • Word (.docx)
   • XML for submissions

2. Print formats:

   • Standard paper sizes
   • Custom layouts
   • Multiple copies

Distribution methods

Automated distribution

1. Set up schedules:

   • Regular reports
   • Compliance submissions
   • Management updates

2. Configure recipients:

   • Internal stakeholders
   • External auditors
   • Regulatory bodies

Related information

Generate Payment Practice Reports
Configure Payment Periods
UK Reporting Requirements
Customize PayTrack 365