Invoice Details Report

This report allows you to view and analyze your invoice line item data with ease.

Getting Started

When you first access the Invoice Details Report, you'll encounter an empty state. This is your canvas to create a report that fits your needs.

1. To begin, navigate to the Invoice Details Report from the Report Builder
2. You'll see a message indicating that there are no results to display. From here you can:
   • Run the report with our default filters
   • Specify which filters and columns you want to include for the report

Filtering the Report

Narrow down your data to get the insights you need. To refine the filters click the Filters button or the Select my filters button.

1. Use the Filters panel to set criteria:
   • Date range
   • Start date and End date
   • Selected companies,
   • Account classes,
   • Invoice statuses and
   • Property groups or specific properties
   • Tenancies 
   • Option to display only overdue invoices
2. Click Apply filters and run to update the report with your selected data.

Customizing Columns

Personalize your report by choosing which columns to display:

1. Click the Columns button to view available data fields
2. Click the Select columns tab
3. Select the checkbox next to the column names to include these in your report (some fields are pre-selected)
4. In the Arrange columns tab, you can drag and drop the column names to reorder them
5. When you're done, click Apply Changes
6. Run the report

Display Settings

The display settings allow you to configure how you want data to be grouped, displayed or ordered. You can group by:

• Flatten the report data into a single list. This repeats data in each column, helpful for further sorting and analysis in a spreadsheet
• Property
• Account class

You can display rows as:

• Line items
• Invoices

Download your report

You can export the report as an excel file or a PDF. Find these options under the Download button.

Note that PDF has a natural limitation on how many columns it can display. Excel is best for many columns. PDF is best for fewer columns.

Save a custom report

Saving your customized report means you do not have to re-create it every time you need to run an updated report. This can save you time and effort.

To save for future use:

1. Click the Save button and select Save as a new report
2. Give your report a name and add a description for easy access later on
3. The saved templates can be accessed from the Report Builder page under the Saved Reports

'Favorite' a report

In addition to saving your custom reports, you can also favorite a report for quick access next time.

Your favorited reports will appear in a Favorites section on the report menu and the first three reports will appear in the Reporting menu dropdown.

1. While on the General reports screen or the Report Builder screen,
2. Hover over the report you want to favorite. A star icon will appear at the end of the row.
   
3. Click the star to favourite the report.
4. The report will now appear in your main Re-Leased navigation under the Reporting menu and the Favourites section 
5. To unfavourite it, click the star icon again 
6. Drag and drop favourite reports to reorder them as desired, the top three reports will appear in the Reporting dropdown menu

For more help, visit our Report Builder section.