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Use the Invoices > Invoice Items tab to create reports based on invoice item data including item name, type, created date, and more.

Create an Invoice Items Report

Date Range

Begin by selecting 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. Invoice Item Reports date range calendar with preset options and Load Data button
  • 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

Click on Columns Select the columns to include in your report by clicking Columns. The invoice items report includes these columns by default:
  • Item Name: Line item name
  • Description: Line item description
  • SKU: Item #/SKU
  • Type: Service/Product - Inventory/Product - Non-Inventory
  • Unit Cost: Unit cost
  • Unit Price: Unit price
  • Quantity: Default quantity
  • UPC: UPC/barcode
  • Tags: Tags on line item
  • Created At: Date and time the line item was created

Filters

Click on 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
  • Description: filter by contents
  • SKU: filter by contents
  • Type: filter by contents
  • Tags: filter by contents
  • Created At: filter by date
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.
Have additional questions? Contact us at support@fieldpulse.com or use the chat feature in the bottom right corner of your screen.