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.

How to use Filters in: Excel / Google Sheets
How to use Pivot Tables in: Excel / Google Sheets

Dashboard View

Filters

Filter	Meaning
Group	Group of locations to run the report on. To run the report on all locations, leave this blank.
Location	To 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 Date	Mandatory 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.
Email	Pre-populated with the user's email address. Additional emails can be included by appending other comma-separated emails.

Data

Column	Meaning
Date of Invoice	Date of the Invoice
Invoice #
Vendor Name
Memo
Total Amount
Invoice Status
Issue
Date Range