Report Title: Invoice Info by Date Range
Category: General
Available to: All users
Pricing Package: Basic
Overview
The Invoice Info by Date Range report shows a breakdown of invoices and information that have been uploaded to your account in a given time frame and the status of those invoices.
Best practices for this report include filtering and pivot tables in Excel / Google Sheets.
- How to use Filters in: Excel / Google Sheets
- How to use Pivot Tables in: Excel / Google Sheets
Dashboard View
Filters
| Filter | Meaning |
|---|---|
| Group | Group of locations to run the report on. To run the report on all locations, leave this blank. |
| Location | To run a report for a single location, select the location's Group, and choose the location from the dropdown. |
Invoice Date Range | A date must be selected, so either choose a pre-filled Date Range including today's date, yesterday, the last 7 days, month to date, last 30 days, last 3 months, last 1 year, or a custom Date Range. |
| Invoice Date | Mandatory date field that is pre-populated if a Date Range is selected, or can be manually populated by entering a start and end date. These dates are inclusive, meaning 06/01/19 will return data from June 1st as well. |
| Pre-populated with the user's email address. Additional emails can be included by appending other comma-separated emails. |
Data
| Column | Meaning |
|---|---|
| Date of Invoice | Date of the Invoice |
| Invoice # | |
| Vendor Name | |
| Memo | |
| Total Amount | |
| Invoice Status | |
| Issue | |
| Date Range |