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