Create an Item Usage Report
Date Range
Begin by selecting date type you’d like to use to generate the report.
- Created Date: When the invoice was created
- Invoiced Date: When the invoice was sent to the customer
- Due Date: When the invoice was due
- First Payment Date: When the customer made their first payment on the invoice
- Last Payment Date: When the customer made their last payment on the invoice
- 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
- Item Name: Line item name
- Item Type: Product - Inventory, Product - Non Inventory, or Service - Labor
- Item Description: Item description
- Item Quantity: Item quantity on related invoice
- Unit Cost: Unit cost
- Unit Price: Unit price
- SKU/ID#: Item #/SKU
- Total Item Cost: Unit cost * item quantity
- Total Item Price: Unit price * item quantity
- QuickBooks Class: If you sync with QuickBooks, the class will be displayed here.
-
Invoice
- Invoice ID#: Invoice number
- Invoice Customer: Customer linked to the invoice
- Invoice Creator Name: Author of the invoice
- Invoice Created Date: Date and time the invoice was created
- Invoice Sent Date: Date and time the invoice was sent to the customer
- Invoice Status: Invoice status
- Custom Fields: User-created fields related to the invoice
-
Parent Job
- Job ID#: Job number
- Job Title: Job record title
- Job Status: Job workflow status
- Start Date/Time: Date and time the job was scheduled to begin
- End Date/Time: Date and time the job was scheduled to end
- Created At: Date and time the job record was created
- Location: Service location for the job
- Assigned Team Members: Users assigned to the job
- Assigned Teams: Teams assigned to the job
- Notes: Notes on job record
- Field Notes: Notes left by assigned user(s) on the job
- Tags: Tags attached to the job record
- Scheduled Duration: Time scheduled for the job, recorded in HH:MM:SS
- Job Duration: Time spent in In Progress status type, recorded in HH:MM:SS
- Travel Duration: Time spent in On The Way status type, recorded in HH:MM:SS
- Custom Fields: User-created fields related to the job record
- Grouping Title: Grouping under which line item is housed on invoice
Filters
- Item Name: filter by contents
- Item Description: filter by contents
- SKU/ID#: filter by contents
-
Invoice
- Invoice ID#: filter by contents
- Invoice Customer: filter by contents
- Invoice Creator Name: filter by contents
- Invoice Created Date: filter by date
- Invoice Sent Date: filter by date
- Invoice Status: select status
-
Parent Job
- Job ID#: filter by contents
- Job Title: filter by contents
- Job Status: select status
- Start Date/Time: filter by date
- End Date/Time: filter by date
- Created At: filter by date
- Location: filter by contents
- Assigned Team Members: filter by contents
- Assigned Teams: filter by contents
- Notes: filter by contents
- Field Notes: filter by contents
- Tags: filter by contents
- Scheduled Duration: filter by contents
- Job Duration: filter by contents
- Travel Duration: filter by contents
- Grouping Title: filter by contents
| 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 |
Common Item Usage Reports
Item Usage by Item
Use this report to view your item usage by item, as well as the total item cost and price. Columns: Customize to your needs, but must include Item Name, Total Item Cost, and Total Item Price. Group By: Item NameItem Usage by Job
Use this report to view your item usage by job. Columns: Customize to your needs, but must include Parent Job. Group By: Parent JobItem Usage by Customer
Use this report to view your item usage by customer. This report is helpful when you’ve performed multiple jobs for a customer over an extended period of time. Columns: Customize to your needs, but must include Invoice Customer. Group By: Invoice CustomerItem Usage - Roll Up Reporting
The item usage report is included in roll-up reporting for locations/franchisors, providing a comprehensive view of item usage across all of your operations.Have additional questions? Contact us at support@fieldpulse.com or use the chat feature in the bottom right corner of your screen.