Invoice Details Report - Beta

Welcome to the Invoice Details Report! This tool 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 section from the Report Builder section
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 you want to use for the report

Filtering the Report

Narrow down your data to get the insights you need:

1. Use the Filters panel to set criteria:
   • date ranges,
   • selected companies,
   • account classes, and
   • invoice statuses.
2. Click "Apply filters and run" to update the report with only the relevant data.

Customizing Columns

Personalize your report by choosing which columns to display:

1. Click on the Column Picker icon to view available data fields.
2. Select the checkboxes next to the column names you wish to include in your report.
3. Drag and drop column names to reorder them as desired.
4. When you're done, click "Apply Changes".

For more help, visit our Report Builder section.