GCC Help and Support
Help and Support
Help and Support
  • E-Invoicing by ClearTax
  • Get Started with Clear E-Invoicing
    • Account setup
      • Create an account
      • Business unit setup
      • Add new members to account
    • Upload Documents
      • Cleartax Template
      • Custom Template
    • Generate Einvoice
  • MIS Dashboard
  • Settings/Configurations
    • User access management
    • User roles
  • Others
    • Email Settings
    • Import history
    • Report Download
    • Download Invoice and Print
    • Edit Business Settings
    • Profile Settings
    • Subscription Details
  • Common Errors and Resolution
    • Phase 1 Errors and Resolutions
    • Phase 2 Errors and Resolutions
  • ZAKAT - FAQ - Phase I
  • ZAKAT - FAQ - Phase II
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On this page
  • Benefits of the MIS Dashboard
  • Guide to using the MIS Dashboard
  • Step 1: Navigate to Reports
  • Step 2: Select MIS Dashboard
  • Step 3: Filter Views

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MIS Dashboard

Learn how to use the MIS Dashboard on Clear E-Invoicing

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Last updated 3 years ago

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Benefits of the MIS Dashboard

  • The MIS Dashboard can be used by the leadership team of your organization to see the summary of all documents for a TIN as well as detailed views for a branch

  • The Dashboard provides a summary of the volume and the corresponding amount for the documents for which E-Invoices were generated, E-Invoices were not generated and for which E-Invoice generation failed

Guide to using the MIS Dashboard

Step 1: Navigate to Reports

Select Reports on the left-hand side panel on your screen

Step 2: Select MIS Dashboard

The MIS Dashboard will allow you to view a summary of all your documents.

You can view a day-wise breakdown, a status-wise breakdown as well as an overall TIN or Branch level summary of the E-Invoices generated, E-Invoices not generated and E-Invoices which failed to generate.

Step 3: Filter Views

You can also filter the dashboard based on the invoice type and the transaction type.