The Invoice Details Report in the Report Builder lets you view and analyse invoice line item data with flexible filters, custom columns, display settings, and export options.
Getting Started
Navigate to Report Builder and select Invoice Details Report.
Run with default filters, or configure your own filters and columns.
Filtering the Report
Click Filters or Select my filters.
Set criteria: date range, start/end dates, companies, account classes, invoice statuses, property groups or specific properties, tenancies, and overdue invoices.
Click Apply filters and run.
Customising Columns
Click Columns > Select columns.
Check columns to include.
In the Arrange columns tab, drag and drop to reorder.
Click Apply Changes, then run the report.
Display Settings
Configure how data is grouped, displayed, and ordered.
Group by:
Flatten — a single list repeating data in each column, useful for further sorting and analysis in a spreadsheet.
Property
Account class
Display rows as:
Line items
Invoices
Show expenses and credits as negative:
Expense invoices display as negative
Income invoices display as positive
Income credit notes display as negative
Expense credit notes display as positive
Downloading the Report
Use the Download button to export as Excel or PDF. Excel is best for many columns; PDF is better for fewer columns.
Saving a Custom Report
Click Save > Save as a new report.
Give it a name and description.
Access saved reports from the Report Builder under Saved Reports.
Favouriting a Report
Hover over any report in the General reports or Report Builder screen and click the star icon to favourite it. Favourited reports appear in the Favourites section and the first three appear in the Reporting dropdown menu. Drag and drop to reorder.
See also: Report Builder