Use the Invoices > Item Usage tab to create reports based on item usage data including item quantity, total cost, total price, and more. Some common item usage reports include item usage by item, by job, and by customer.
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
Then, select the start date range for which you’d like to report on. Click on the calendar icon to select a date range and click Load Data.
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
Select the columns to include in your report by clicking Columns. The item usage report includes these columns by default:
Item Name: Line item name
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
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
Before running the report, set filters to narrow your results. From the Filters icon, select how you want to filter the report:
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
When filtering by contents, you will need to choose an operator and then enter values to filter the data. Use the table below to learn more about each operator.
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 Name
Item 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 Job
Item 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 Customer
Have additional questions?
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