How to Create Invoice Item Reports

Report on the line items billed across your FieldPulse invoices to check item pricing, compare unit cost against unit price, and group items by tag.

Who uses this: Admins have full reporting access, and Team Managers can be given it. Service Agents and Limited Agents do not have reporting access. Availability: All regions.

An invoice item report is built from the Invoices > Invoice Items tab in raw data reporting, and it pulls the line items on your invoices — item name, description, SKU, type, unit cost, unit price, quantity, UPC, and tags — into one table.

Overview

An invoice item report works at the line-item level rather than the whole-invoice level, so it shows the individual items and services that appear across your invoices and what each one costs and sells for. Use the invoice item report to review pricing, filter to a single item type, and group line items by type or tag.

Building an invoice item report follows the same path as every other raw data report — set a date range, choose the columns, set filters, then read the table. Invoice item reporting is part of FieldPulse’s dashboards and reporting. For the parts of the reporting flow that are the same on every record type — saving a report, adding it to your dashboard, and exporting to CSV — see How to Use Raw Data Reporting.

Video walkthrough

Video walkthrough: Creating a report in raw data reporting

Before you begin

• Create the invoices whose line items you want to report on. See How to Create an Invoice.

• Check that your role has reporting access. An Admin has full reporting access; a Team Manager needs Full Reporting access turned on.

Set the date range

1. Select Reporting under the Management tab in the left-side menu.

2. Select the Invoices tab, then the Invoice Items tab.

3. Select Raw Data.

4. Select the calendar icon and choose the start date range you want to report on.

5. Select Load Data.

The calendar offers these presets:

Preset	Date range
Today	12:00 AM to the current time
Yesterday	The previous day, 12:00 AM to 11:59 PM
This Week	Monday through Sunday of the current week
Last Week	The previous week
Last 7 Days	The previous seven days, including today
This Month	The first of the current month to the current day
Last Month	The entire month before the current month
Last 30 Days	The previous 30 days, including today
Custom	Start and end dates you select on the calendar

The invoice item report runs on this one date range. There is no date-type selector to choose first, the way the invoice report and estimate report have.

Choose your columns

Select Columns to choose which invoice item fields appear in the report table and the order they appear in.

The invoice item report includes these columns by default:

Column	What it holds
Item Name	The line item’s name
Description	The line item’s description
SKU	The item number or SKU
Type	Service, Product - Inventory, or Product - Non-Inventory
Unit Cost	The unit cost
Unit Price	The unit price
Quantity	The default quantity
UPC	The UPC or barcode
Tags	Tags on the line item
Created At	Date and time the line item was created

Set your filters

Before running the report, set filters to narrow the results. Select the Filters icon, then choose how you want to filter the report.

The Filters panel offers these invoice item fields:

Field	How you filter
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

Filter operators

When you filter by contents, choose an operator and then enter the values to filter the data on.

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

Tips

• To review pricing, keep Item Name, Type, Unit Cost, and Unit Price in the table, then filter on Type to look at services and products separately.

• If you tag line items, filter on Tags to pull every invoice line carrying a given tag.

FAQs

Can I save an invoice item report to use again?

Yes. Select Save as Report, then Save as New to store it under Select Report, or Save as Widget to add it to your Pulse Dashboard. See How to Use Raw Data Reporting for the full saving flow.

Can I export an invoice item report to a spreadsheet?

Yes. Select Export CSV to download the report currently on your screen as a CSV file to your device.

How is the invoice item report different from the item usage report?

The invoice item report covers the line items themselves — item name, type, SKU, unit cost, unit price, and tags. The item usage report, built from the Invoices > Item Usage tab, covers item usage data including item quantity, total cost, and total price. See How to Create Item Usage Reports.

Related articles

• How to Use Raw Data Reporting
• How to Create Invoice Reports
• How to Create Item Usage Reports
• How to Create an Invoice

Your invoice item report is working when the table returns the line items from the invoices in your date range, shows the item, cost, and price columns you selected, and narrows to the items you care about once your filters are applied.