Report Title: Invoice Uploads
Category: General
Available to: All users
Pricing Package: Basic
Overview
The Invoice Uploads report shows how many invoices 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 |
|---|---|
| Location | Location of the invoice |
| Total Uploads | Number of total uploads |
| Verified | Number of verified invoices |
| Incomplete | Number of incomplete invoices |
| Duplicate | Number of duplicate invoices |
| Deleted | Number of deleted invoices |
| Archived | Number of archived invoices |
Sample
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