> ## 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 Reports
> Build an invoice report in FieldPulse to find every overdue invoice, tally commission by the team member who created it, and check profit margin.
> **Who uses this:** Admins have full reporting access, and Team Managers can be given it. Service Agents and Limited Agents do not have Full Reporting access. **Availability:** All regions.
An invoice report pulls invoice data — due date, invoice creator, cost basis, profit margin, and commission — into one table from the **Invoices** tab in raw data reporting, over the date range you choose. That table is how you see what is owed and what a job actually earned.
## Overview
An invoice report answers one question about your billing at a time: which invoices match the conditions you care about, and what the numbers on them add up to. Common versions are an overdue invoice list, commission by team member, and a cost basis and profit margin check.
Building an invoice report follows the same path as every other raw data report — set a date type and date range, choose the columns, set filters, then read the table. Invoice 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 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 select **Raw Data**.
3. Choose the **Date Type** you want the report to run on.
Each date type reports on a different invoice date:
| **Date type** | **What it reports on** |
| ---------------------- | --------------------------------------------------------- |
| **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 |
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 |
## Choose your columns
Select **Columns** to choose which invoice fields appear in the report table and the order they appear in.
The invoice report includes these columns by default:
| **Column** | **What it holds** |
| ---------------------------- | ----------------------------------------------------------------- |
| **#ID** | The invoice number |
| **Status** | The invoice status |
| **Customer** | The customer linked to the invoice |
| **Invoice Title** | The invoice title |
| **Parent Job** | The job linked to the invoice |
| **Related Estimates** | Record numbers for estimates linked to the invoice |
| **Pre-Tax Subtotal** | The total dollar amount on the invoice before tax |
| **Invoice Total** | The total dollar amount on the invoice |
| **QuickBooks Class** | The class shown here if you sync with QuickBooks |
| **Cost Basis** | The total costs associated with the invoice |
| **Profit Margin** | The invoice profit in dollars |
| **Profit Margin Percentage** | The invoice profit margin percentage |
| **Amount Paid** | The dollar amount paid on the invoice |
| **Amount Due** | The dollar amount outstanding on the invoice |
| **Invoiced Date** | The date and time the invoice was sent to the customer |
| **Due Date** | The date and time the invoice is due |
| **Created Date** | The date and time the invoice was created |
| **Invoice Notes** | Notes on the invoice |
| **Internal Notes** | Internal notes on the invoice |
| **Tags** | Tags on the invoice |
| **Total Product Price** | The invoice total broken down by products |
| **Total Service Price** | The invoice total broken down by services |
| **Tax Rate** | The tax rate percentage on the invoice |
| **Tax** | The dollar amount of tax on the invoice |
| **Invoice Creator** | The author of the invoice |
| **Commission Method** | The method for commission on the invoice |
| **Commission %** | The commission rate percentage |
| **Commission** | The dollar amount of commission on the invoice |
| **First Payment Date** | The date of the first customer payment on the invoice |
| **Last Payment Date** | The date of the last customer payment on the invoice |
| **Related Project** | The project linked to the invoice |
| **Location** | The service location on the invoice |
| **QuickBooks Originated** | Yes or No, indicating whether the record originated in QuickBooks |
| **Custom Fields** | User-created fields related to the invoice |
The **Customer** and **Job** groups carry fields from the linked customer record and job record into the invoice report.
### Customer columns
| **Column** | **What it holds** |
| ---------------------------- | ----------------------------------------------------------------------------------- |
| **Custom Fields** | User-created fields related to the customer record |
| **Customer Phone** | The customer's primary phone number |
| **Customer Email** | The customer's primary email address |
| **Customer Phone 2** | The customer's secondary phone number |
| **Customer Email 2** | The customer's secondary email address |
| **Customer Assigned To** | The user assigned to the customer record |
| **Customer Lead Source** | The lead source on the customer record |
| **Customer Pipeline Status** | The customer's custom sales pipeline status |
| **Customer Next Steps** | Next steps listed on the custom sales pipeline |
| **Customer Notes** | Notes on the customer record |
| **Customer Job Notes** | Job notes on the customer record, which are automatically inserted onto job records |
| **Customer Created Date** | The date and time the customer was added to FieldPulse |
| **Customer Tags** | Tags attached to the customer record |
| **Parent Customer** | The parent customer, for grouping and analyzing data by parent customer |
### Job columns
| **Column** | **What it holds** |
| ------------------------- | --------------------------------------------- |
| **Custom Fields** | User-created fields related to the job record |
| **Status** | The status of the linked job |
| **Notes** | Notes on the job record |
| **Field Notes** | Notes left by the assigned users on the job |
| **Tags** | Tags attached to the job record |
| **Assigned Team Members** | The users assigned to the job |
## 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 fields: **#ID**, **Status**, **Customer**, **Invoice Title**, **Parent Job**, **Parent Job Status**, **Related Estimates**, **Invoice Total**, **Pre-Tax Subtotal**, **Cost Basis**, **Profit Margin**, **Profit Margin Percentage**, **Amount Paid**, **Amount Due**, **Invoiced Date**, **Due Date**, **Created Date**, **Invoice Notes**, **Internal Notes**, **Tags**, **Tax Rate**, **Tax**, **Invoice Creator**, **Commission Method**, **Commission %**, **Commission**, **First Payment Date**, **Last Payment Date**, **Related Project**, **Related Project Status**, **Location**, and **Custom Fields**.
Under **Customer**, the panel offers **Customer Phone**, **Customer Email**, **Customer Phone 2**, **Customer Email 2**, **Customer Assigned To**, **Customer Lead Source**, **Customer Pipeline Status**, **Customer Next Steps**, **Customer Notes**, **Customer Job Notes**, **Customer Created Date**, and **Customer Tags**. Under **Job**, it offers **Status**, **Notes**, **Field Notes**, **Tags**, and **Assigned Team Members**.
Most fields filter by contents — you choose an operator and enter a value. These fields filter differently:
| **Field** | **How you filter** |
| ------------------------------------------------------------------------------------------------ | ---------------------------- |
| **Status** (invoice) | Select the invoice status |
| **Tags** (invoice) | Select the tag |
| **Commission Method** | Select the commission method |
| **Related Project** | Select the project |
| **Related Project Status** | Select the status |
| **Custom Fields** | Select the custom field |
| **Invoiced Date**, **Due Date**, **Created Date**, **First Payment Date**, **Last Payment Date** | Filter by date |
| **Customer Phone**, **Customer Phone 2** | Select the phone number |
| **Customer Email**, **Customer Email 2** | Select the email address |
| **Customer Lead Source** | Select the lead source |
| **Customer Pipeline Status** | Select the status |
| **Status** (under **Job**) | Select the status |
### 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 |
## Common invoice reports
Each of these reports is a column and filter combination. Customize the columns beyond the ones listed here to suit your business.
### Overdue invoices
Use this report to view all overdue invoices.
* **Columns:** must include **Status** and **Due Date**.
* **Filters:** Status = **Partially Paid** or **Invoiced**, and Due Date = **Overdue**.
### Commission by team member
Use this report to view how much commission you need to pay each team member.
* **Columns:** must include **Invoice Creator** and **Commission**. Including **Commission Method** and **Commission %** is also recommended.
* **Filters:** Status = **Invoiced** or **Paid**, depending on when you pay commission in your sales process.
* **Group by:** **Invoice Creator**. Drag the **Invoice Creator** column into **Drag a column here to group your data** above the table to group the invoices under each creator.
This report groups by **Invoice Creator**, so it works best when commission goes to whoever created the invoice. If you use **Related Work Order Assignees** or **Related Customer Assignee** as your default recipient, or you split commission across multiple people, use the Commissions report under **Reporting** > **Commissions** instead — it breaks out commission by recipient, whoever they are, so split payouts are accounted for correctly. See [How to Create Commission Reports](/reporting/raw-data/commission-reports).
### Invoice cost basis and profit margin
Use this report to understand your cost basis and profit margin.
* **Columns:** must include **Cost Basis** and **Profit Margin**.
* **Filters:** Status = **Invoiced** or **Paid**.
Pull the same report on estimates and compare the two to see your predicted cost basis and profit margin against the actual result. See [How to Create Estimate Reports](/reporting/raw-data/estimate-reports).
## FAQs
### Can I save an invoice 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 report to a spreadsheet?
Yes. Select **Export CSV** to download the report currently on your screen as a CSV file to your device. See [How to Use Raw Data Reporting](/reporting/raw-data/using-raw-data-reporting) for the full export flow.
## Related articles
* [How to Use Raw Data Reporting](/reporting/raw-data/using-raw-data-reporting)
* [How to Create an Invoice](/estimates-invoices/creating/invoice)
* [How to Create Commission Reports](/reporting/raw-data/commission-reports)
* [How to Create Invoice Item Reports](/reporting/raw-data/invoice-item-reports)
* [How to Create Payment Reports](/reporting/raw-data/payment-reports)
* [Setting Up Cost Basis and Invoice Profitability](/payments/commissions/cost-basis-invoice-profitability)
Your invoice report is working when the table returns the invoices you expected for the date type and date range, shows the columns you selected, and narrows to the invoices you care about once your filters are applied.
## Related topics
- [How to Create Invoice Item Reports](/reporting/raw-data/invoice-item-reports.md)
- [How to Create Payment Reports](/reporting/raw-data/payment-reports.md)
- [How to Create Commission Reports](/reporting/raw-data/commission-reports.md)
- [How to Create Estimate Reports](/reporting/raw-data/estimate-reports.md)