> ## Documentation Index
> Fetch the complete documentation index at: https://help.fieldpulse.com/llms.txt
> Use this file to discover all available pages before exploring further.
# How to Create Invoice Item Reports
> Report on the line items billed across your FieldPulse invoices to check item pricing, compare unit cost against unit price, and group items by tag.
> **Who uses this:** Admins have full reporting access, and Team Managers can be given it. Service Agents and Limited Agents do not have reporting access. **Availability:** All regions.
An invoice item report is built from the **Invoices > Invoice Items** tab in raw data reporting, and it pulls the line items on your invoices — item name, description, SKU, type, unit cost, unit price, quantity, UPC, and tags — into one table.
## Overview
An invoice item report works at the line-item level rather than the whole-invoice level, so it shows the individual items and services that appear across your invoices and what each one costs and sells for. Use the invoice item report to review pricing, filter to a single item type, and group line items by type or tag.
Building an invoice item report follows the same path as every other raw data report — set a date range, choose the columns, set filters, then read the table. Invoice item reporting is part of [FieldPulse's dashboards and reporting](https://www.fieldpulse.com/features/dashboards-and-reporting). For the parts of the reporting flow that are the same on every record type — saving a report, adding it to your dashboard, and exporting to CSV — see [How to Use Raw Data Reporting](/reporting/raw-data/using-raw-data-reporting).
## Video walkthrough
## Before you begin
* Create the invoices whose line items you want to report on. See [How to Create an Invoice](/estimates-invoices/creating/invoice).
* Check that your role has reporting access. An Admin has full reporting access; a Team Manager needs **Full Reporting access** turned on.
## Set the date range
1. Select **Reporting** under the **Management** tab in the left-side menu.
2. Select the **Invoices** tab, then the **Invoice Items** tab.
3. Select **Raw Data**.
4. Select the calendar icon and choose the start date range you want to report on.
5. Select **Load Data**.
The calendar offers these presets:
| **Preset** | **Date range** |
| ---------------- | ------------------------------------------------- |
| **Today** | 12:00 AM to the current time |
| **Yesterday** | The previous day, 12:00 AM to 11:59 PM |
| **This Week** | Monday through Sunday of the current week |
| **Last Week** | The previous week |
| **Last 7 Days** | The previous seven days, including today |
| **This Month** | The first of the current month to the current day |
| **Last Month** | The entire month before the current month |
| **Last 30 Days** | The previous 30 days, including today |
| **Custom** | Start and end dates you select on the calendar |
The invoice item report runs on this one date range. There is no date-type selector to choose first, the way the [invoice report](/reporting/raw-data/invoice-reports) and estimate report have.
## Choose your columns
Select **Columns** to choose which invoice item fields appear in the report table and the order they appear in.
The invoice item report includes these columns by default:
| **Column** | **What it holds** |
| --------------- | -------------------------------------------------------- |
| **Item Name** | The line item's name |
| **Description** | The line item's description |
| **SKU** | The item number or SKU |
| **Type** | Service, Product - Inventory, or Product - Non-Inventory |
| **Unit Cost** | The unit cost |
| **Unit Price** | The unit price |
| **Quantity** | The default quantity |
| **UPC** | The UPC or barcode |
| **Tags** | Tags on the line item |
| **Created At** | Date and time the line item was created |
## Set your filters
Before running the report, set filters to narrow the results. Select the **Filters** icon, then choose how you want to filter the report.
The **Filters** panel offers these invoice item fields:
| **Field** | **How you filter** |
| --------------- | ------------------ |
| **Item Name** | Filter by contents |
| **Description** | Filter by contents |
| **SKU** | Filter by contents |
| **Type** | Filter by contents |
| **Tags** | Filter by contents |
| **Created At** | Filter by date |
### Filter operators
When you filter by contents, choose an operator and then enter the values to filter the data on.
| **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 |
## Tips
* To review pricing, keep **Item Name**, **Type**, **Unit Cost**, and **Unit Price** in the table, then filter on **Type** to look at services and products separately.
* If you tag line items, filter on **Tags** to pull every invoice line carrying a given tag.
## FAQs
### Can I save an invoice item report to use again?
Yes. Select **Save as Report**, then **Save as New** to store it under **Select Report**, or **Save as Widget** to add it to your Pulse Dashboard. See [How to Use Raw Data Reporting](/reporting/raw-data/using-raw-data-reporting) for the full saving flow.
### Can I export an invoice item report to a spreadsheet?
Yes. Select **Export CSV** to download the report currently on your screen as a CSV file to your device.
### How is the invoice item report different from the item usage report?
The invoice item report covers the line items themselves — item name, type, SKU, unit cost, unit price, and tags. The item usage report, built from the **Invoices > Item Usage** tab, covers item usage data including item quantity, total cost, and total price. See [How to Create Item Usage Reports](/reporting/raw-data/item-usage-reports).
## Related articles
* [How to Use Raw Data Reporting](/reporting/raw-data/using-raw-data-reporting)
* [How to Create Invoice Reports](/reporting/raw-data/invoice-reports)
* [How to Create Item Usage Reports](/reporting/raw-data/item-usage-reports)
* [How to Create an Invoice](/estimates-invoices/creating/invoice)
Your invoice item report is working when the table returns the line items from the invoices in your date range, shows the item, cost, and price columns you selected, and narrows to the items you care about once your filters are applied.
## Related topics
- [How to Create Item Usage Reports](/reporting/raw-data/item-usage-reports.md)
- [How to Create Invoice Reports](/reporting/raw-data/invoice-reports.md)
- [How to Use Raw Data Reporting](/reporting/raw-data/using-raw-data-reporting.md)
- [Raw Data Reporting](/reporting/raw-data/index.md)