Invoice Info by Date Range (Legacy)

Modified on Tue, Feb 13 at 3:37 PM

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.  


Dashboard View



Filters


FilterMeaning
GroupGroup of locations to run the report on.  To run the report on all locations, leave this blank.
LocationTo 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 DateMandatory 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.
EmailPre-populated with the user's email address.  Additional emails can be included by appending other comma-separated emails.


Data


ColumnMeaning
Date of InvoiceDate of the Invoice
Invoice #
Vendor Name
Memo
Total Amount
Invoice Status
Issue
Date Range

 



Sample


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