Invoice Item Reports

Invoice Item Reports

Use the Invoices > Invoice Items tab to create reports based on invoice item data including item name, type, created date, and more.

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Create an Invoice Items Report

Date Range

Begin by selecting the start date range for which you’d like to report on. Click on the calendar icon to select a date range and click Load Data.

• Today: From 12:00 AM to the current time

• Yesterday: Previous day from 12:00 AM to 11:59 PM

• This Week: From Monday through Sunday of the current week

• Last Week: Previous week

• Last 7 Days: Previous seven days, including today

• This Month: From the first of the current month to the current day

• Last Month: Entire month before the current month

• Last 30 Days: Previous 30 days, including today

• Custom: Use the calendar to select start and end dates

Columns

Select the columns to include in your report by clicking Columns. The invoice items report includes these columns by default:

• Item Name: Line item name

• Description: Line item description

• SKU: Item #/SKU

• Type: Service/Product - Inventory/Product - Non-Inventory

• Unit Cost: Unit cost

• Unit Price: Unit price

• Quantity: Default quantity

• UPC: UPC/barcode

• Tags: Tags on line item

• Created At: Date and time the line item was created

Filters

Before running the report, set filters to narrow your results. From the Filters icon, select how you want to filter the report:

• Item Name: filter by contents

• Description: filter by contents

• SKU: filter by contents

• Type: filter by contents

• Tags: filter by contents

• Created At: filter by date

When filtering by contents, you will need to choose an operator and then enter values to filter the data. Use the table below to learn more about each operator.

Operator	Retrieves Data	Example	Data Retrieved
Equals	Equal to a specified value	Created By - Equals Tom Gause	For all records created by Tom Gause only
Not Equal	Different from a specified value	Tag - Not Equal to HVAC	For all records except those using the HVAC tag
Less Than	Lower than a specified value	#ID - Less than 1144	For all records below #1144
Less Than or Equal To	Lower than or equal to a specified value	Job Date/Time - Less than or equal to 12/13/2023	For jobs scheduled before or on 12/13/2023
Greater Than	Greater than a specified value	Job Duration - Greater than 60 minutes	For jobs in the In Progress status type for over 60 minutes
Greater Than or Equal To	Greater than or equal to a specified value	Job Date/Time - Greater than or equal to 1/1/2024	For jobs scheduled on or after 1/1/2024
In Range	Including and between two specified values	#ID - Between 1225 and 1236	For all estimate records with #IDs between 1225 and 1236
Starts With	Begins with a specified value	Title - Annual	For all job records beginning with Annual
Ends With	Ends with a specified value	Location - TX	For all job locations ending with TX
Blank	No values are in the field	Subtitle	For all job records with blank subtitles
Not Blank	Values in the field	Notes	For all job records with values in the notes field

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