How do I create a report with invoice summary for commercial jobs?

Problem

The Commercial Open Jobs report uses a Jobs report template. Jobs report templates do not include the Invoice Summary column. This column only appears in report templates built on Invoices or Invoice Items data.

Solution

Workflow Summary

Create a new report using an invoice template. This will include the invoice summary column you need.

Create a custom report

1. Go to Reports in the main navigation menu.

2. Click Create Report.

3. Under Choose report type, select All.

4. Under Select a report template, select Invoices.
   

5. In the Columns to be displayed in the report section, add the following columns:

   1. Job Number

   2. Job Type

   3. Business Unit

   4. Job Status

   5. Invoice Created Date

   6. Invoice Summary

   7. Revenue

   8. Location Tag

6. Add or remove additional columns from your report, then click Next.

   Tip: Have the Commercial Open Jobs report open in a second tab and add or remove columns that do not match that report.

7. Give the report a name, select the category where the report displays on the main Reports screen, and provide an optional description for the report.

8. When you're finished, click Save.

9. Use the filters to select which type of date you want to filter on, a time frame for the report, and if you want to filter the report by business unit. Then click Run Report.

10. Your new report will include the Invoice Summary column and other invoice data.