---
title: "Create and Download Reports"
source_url: https://support.lucanet.com/en/documentation/income-taxes/vat/value-added-tax/create-download-reports
language: en
last_updated: 2026-09-28
---
# Creating and Downloading Reports in Lucanet VAT

## Overview of the 'Reports' Workspace in VAT

In the **Reports** workspace in Lucanet VAT (Value Added Tax), various Excel reports for analyzing the VAT data are available. Which reports VAT displays depends on the chosen company type and the kind of period – preliminary return, annual return, or special prepayment.

You can also import your own Excel reports as templates and then create them like the supplied reports.

## Navigation to the 'Reports' Workspace in VAT

The **Reports** workspace can be found under **VAT | Value Added Tax | Reports** and is displayed as follows, for example:

![Shows the 'Reports' workspace in VAT for the company '1000 - Lucanet Holding GmbH (Organträger)' in the period '2025-12-DE - Dezember 2025' with the 'Search' field and the columns 'Name', 'Data origin', and 'Explanation'. The table lists reports such as 'VAT return', 'Preliminary VAT return in detail', 'Month overview', 'Plausibility of the tax amounts in the VAT report', 'Clearing document', and 'Resubmissions of the year' with their data origin and explanation.](https://support.lucanet.com/assets/docs-images/income-taxes/vat/value-added-tax/create-download-reports/_images/en/reports-overview.png)
'Reports' workspace

## Structure of the 'Reports' Workspace in VAT

The **Reports** workspace in VAT shows a table with all available reports. Use the **Search** field to filter the table. The table contains the following columns:

| Column | Description |
|---------|---------|
| Name | Name of the report |
| Data origin | Data source that the report is based on |
| Explanation | Short description of the report content |

## Creating and Downloading Reports in VAT

To create a report in VAT, click anywhere in the row of the required report. The notifications side panel is displayed and shows the progress of the report creation. While the report is being created, you can continue working in VAT and create further reports. You can also open the side panel at any time via the bell icon in the header.

As soon as the report is finished, the file name is displayed in the side panel. Click the file name to download the report. To cancel the creation of a report, click **X**. To delete a finished report that you no longer need, click the trash can icon.

![Shows an excerpt of the notifications side panel in VAT with the two finished reports 'Variance_analysis_VAT_payment_refund_2025-12-DE...' and 'Month_overview_2025-12-DE_-_Dezember_2025_100...', each with the creation time, for example '9/28/2026, 12:42:24 PM', and the trash can icon.](https://support.lucanet.com/assets/docs-images/income-taxes/vat/value-added-tax/create-download-reports/_images/en/downloading-report.png)
Side panel with report creation

## Importing a Custom Excel Report in VAT

You can import your own Excel template to make additional reports available in VAT. The imported report is then displayed in the table of the workspace and can be created there like the supplied reports.

> **Note:** The **Import** function is only visible if your role allows you to import report templates.

Proceed as follows to import a custom Excel report in VAT:

1. In the context menu of the three-dot icon (**⋮**) in the top right corner, click **Import**. The **Import Excel template** dialog is displayed:

    ![Shows the 'Import Excel template' dialog in VAT with the 'Type:' drop-down list (selection 'Custom Report Template'), the empty fields 'Name of Report:', 'Explanation:', and 'Data origin:', the file selection 'Choose File' with the note 'No file chosen', and the 'Cancel' and 'Import' buttons, the latter still inactive.](https://support.lucanet.com/assets/docs-images/income-taxes/vat/value-added-tax/create-download-reports/_images/en/import-excel-template-dialog.png)
    'Import Excel template' dialog

2. Check the **Type** drop-down list. For importing your own report, the type **Custom Report Template** is preselected; only system administrators can choose a different type.

3. In the **Name of Report** field, enter the name under which the report is to be displayed in the table.

4. In the **Explanation** field, enter a short description of the report content.

5. In the **Data origin** field, enter the data source that the report is based on. The entries from the **Explanation** and **Data origin** fields are displayed in the columns of the same name in the table.

6. Click **Choose File** and choose the Excel file in XLSX format.

7. Click **Import**. The button is only active once you have chosen a file. VAT adds the report to the table.