The Line Item Report displays all individual Line Items on all Jobs within the selected date range & filters. It is best used for viewing specific details of Item usage & includes functionality for Summary Data for Business Insights.
Depending on Job volume within an account, narrowing the date range search to one quarter is recommended due to the extensive amount of content generated by the report.
Accessing the Line Item Report
Navigate to Reports > Items > Line Item Report
Using the Line Item Report
- Filters: To begin refining the report data, select the desired Date Range. The Date Range filter pertains to the Invoice Date or the Converted to Active Date to display Line Item results. Once again, limiting the Date Range to a few months is best due to the large volume of results, depending on individual company production.
Other filtering options include Client, Item, Visit Stage, Operation, Assignee, Sales Rep, Tags, Actual, Billable, Accepted, Rejected, & Bill Type. If no filters are selected, the report will display all results within the desired date range.
The data included in the Line Item Report can be controlled by selecting which Columns to display. To access this, click the Columns button on the far left.
Select the desired columns to include or remove by clicking the name of the data field & your selections will update on the report table. Custom Inputs for Line Items, Visits, & Jobs can be included on this report, as well.
Column order can be adjusted by dragging & dropping column headers. Data can be sorted by clicking on column headers. Click once to sort from low to high, and again to sort from high to low.
Here is an example of column selections:
To download & view the entire data set, select Export CSV at the top right of the page. This file can be opened using Excel or Google Sheets.