---
title: "How do I create a report to see open and unpaid invoices filtered by BU?"
slug: "how-do-i-create-a-report-to-see-open-and-unpaid-invoices-filtered-by-bu"
updated: 2026-10-15T01:23:10Z
published: 2026-10-15T01:23:10Z
canonical: "help.servicetitan.com/how-do-i-create-a-report-to-see-open-and-unpaid-invoices-filtered-by-bu"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt
> Use this file to discover all available pages before exploring further.

# How do I create a report to see open and unpaid invoices filtered by BU?

## Problem

You need to view open and unpaid invoices for a specific Business Unit. The standard reports do not provide this filtered view by default. You need to create a custom report for this, but aren't sure how.

## Solution

### Create a custom report

1. Go to **Reports** in the main navigation menu.
2. On the *Reports* screen that opens, click **Create Report**.
3. Follow the instructions to [create a custom report](/construction/docs/create-custom-reports) based on the **Invoices** template.
  1. Under *Report Type*, select **All**.
  2. Under *Report Template*, select **Invoices**.
  3. In the *Columns to be displayed in the report section*, make sure to select the **Balances** and **Job Status** columns.
4. Enter a name and select a category for the report. Then click **Save**.
5. On the report screen that opens, you can set Filters to narrow down your report results. If you want to filter by a specific business unit, use the **Business Unit** filter. See the [Invoices report template](/construction/docs/invoices-report-template-1) article for more information.
6. When you're ready, click **Run Report**.
7. The report runs and returns results based on the filters you set.
8. To ensure the report only displays open invoices according to their balance:
  1. Click the **Filter ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/how-do-i-create-a-report-to-see-open-and-unpaid-invoices-filtered-by-bu-image-qo131sb8.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A40%3A34Z&se=2026-10-31T03%3A40%3A34Z&sr=c&sp=r&sig=eTy3HyEqT5pezXefq6gs5L6ueDUEXfJHroROVLrkdLU%3D)** icon in the *Balances* column.
  2. Set the first filter option to **Is greater than**.
  3. In the text box, enter **0**.
  4. Click **Filter** to filter the specific column. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/how-do-i-create-a-report-to-see-open-and-unpaid-invoices-filtered-by-bu-image-d1cgb6z5.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A40%3A34Z&se=2026-10-31T03%3A40%3A34Z&sr=c&sp=r&sig=eTy3HyEqT5pezXefq6gs5L6ueDUEXfJHroROVLrkdLU%3D)
9. The report updates to display open invoices and the balance amount.