Clear’s MIS Dashboard Overview
This article will guide you through the use of the MIS Dashboard in Clear Tax For E-Invoicing, and Eway-Bill. By the end of this tutorial, you'll understand how to navigate and analyze data in these dashboards.
Navigate to the Report section on the left-hand side of the screen. Here, you'll find options to view reports in MIS Dashboard.
In the Report section, you'll see two options: the MIS Dashboard for Invoicing and the MIS Dashboard for E-way Bill.
Let's explore the MIS Dashboard for E-Invoicing. Here, you'll find a GSTN selector. Use this to select the appropriate GSTN.
Notice the Filter section. Here, you can apply or close filters as needed. The selected document dates in this example range from February 19th to March 21st.
The Day Wise Breakdown selector allows you to view bar graphs showing the number of items generated, cancelled, or failed on specific dates. A pie chart provides a visual representation of this data, helping you analyze business performance.
The dashboard also provides an overview of data at both the organization and GSTN levels. This includes the number of documents, total taxable value, successful and pending invoices, cancelled documents, and failed items.
Use the Quantum Sale filter to break down and arrange data. You can also use the document date range, supply type codes, and document type codes to apply filters.
The MIS Dashboard for E-way Bill operates similarly.
In the E-way Bill MIS Dashboard, you'll find the same GSTN selector and Day Wise Breakdown selector. These allow you to view generated, pending, partially generated, and failed documents.
The pie chart in this dashboard uses color coding to represent different statuses: green for generated, red for failed, blue for partially generated, and yellow for not yet generated.
Like the previous dashboard, this one provides an overview of business data at both the GSTN and organization levels. This includes partially generated e-way bills, total taxable value, generated and pending e-way bills, cancelled documents, and failed items.
Use the filter on the left-hand side to sort and arrange data as needed. Options include the document date selector, supply types (inwards and outwards), document type selector, and e-way bill source list.
That concludes our walkthrough of the MIS Dashboards for Invoicing and E-way Bill. We hope this tutorial helps you navigate and analyze your data more effectively. Thank you for reading!
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