Invoice Analysis Report

Introduction

The Invoice Analysis Report shows profit on an invoice by comparing the invoiced amount to costs associated with that invoice.

Form Access

• From the main menu, click Reports | Sales | Invoice Analysis, or use the Report Navigator.

Report Options

Date Filtering

• Date Filter – Tick this checkbox to enable date-driven filtering.
• Date Range – Select from a variety of common date ranges from which to filter.
• From _____ To _____ – Setup a custom date range filter by entering the beginning date in the “From” field, and the ending date in the “To” field.

Additional Filtering

• Customer:Job – Used to filter the report by a particular customer or job.
• Customer Type – Used to filter the report by a particular customer type.
• Marketing Type – Used to filter the report by a particular marketing type.
• Assigned Technician – Used to filter the report by a particular technician.
• Foreman – Used to filter the report by a particular foreman.

Additional Report Options

• Include These Types – Tick at least one checkbox (Invoices, Sales, Credits) in which to have the report display.
• Show Details – Tick this checkbox to have the report display transaction details.

Related Content

Customer Type List