Invoice Items by Technician report templateLast updated on 12/01/2022

• Each line of the report represents an invoice item along with the technician split. For example, an invoice with five line items and two assigned technicians fills 10 lines in the report.

• Non-job invoices include membership billing, progress billing, point-of-sale, and memberships sold from the office.

• If you prefer one report line per invoice item, use the Invoice Items report template.

Follow the steps to create a custom report based on the Invoice Items by Technician template and select the columns to include in your report.

The Invoice Items by Technician template has these columns selected by default:

• Item Name—Name of the item in your pricebook

• Item Code—Code of the item in your pricebook

• Item GL Account Name—General ledger (GL) account the item is mapped to

• Item GL Account Type—Account type of the GL account the item is mapped to. Types can include: income, expense, equity, asset, and liability.

• Invoice Number—Number of the invoice the item was added to

• SA Item Price—Total price on the invoice for all quantities of the item, adjusted by technician split

You can customize the report by selecting additional columns from these sections:

• Technician Details—Basic fields from the profile of the technician credited with the split on the invoice item

• Technician Payroll Details—Payroll fields from the profile of the technician credited with the split on the invoice item

• Technicians—Names of technicians related to the job

• Invoice Item Details—Item details including costs, quantities, GL account details, and more

• Invoice Basics—Fields from the invoice the item was added to

• Invoice Totals—Monetary values related to the invoice the item was used on including tax, totals, payments, and more

• Equipment Invoice Details—Warranty, model, manufacturer, and tag details if the item is equipment

• Split Adjusted Invoice Item Details—Item price and cost, adjusted by technician split

• Split Adjusted Invoice Totals—Monetary values from the invoice, adjusted by technician split

• Pricebook Details—Pricebook details about the invoice item

• Pricebook Equipment Details—If the item is equipment, additional pricebook details including warranty information, tags, and more

• Commission Details—Performance pay details related to the invoice item

• Customer Information—Details from the customer profile

• Location Details—Details from the service location record

• Split Adjusted Pricebook Details—Item price details, adjusted by technician split

• Split Adjusted Commissions—Performance pay details, adjusted by technician split

• Tags and Labels—Any tags associated with the invoice item, including customer and location tags

Before you run your report, set filters to focus your results:

1. Click the Date Type dropdown to select which date to filter by:

   1. Completion Date—Date the job was completed

   2. Invoice Date—Date of the invoice

   3. Creation Date—Date the job record was created

   4. Scheduled Date—Date the first appointment on the job was scheduled

      Note: If you filter by Completion Date or Scheduled Date, only job and job-associated adjustment invoice items are included in report results. To report on non-job invoices and associated adjustment invoices, filter the report by Invoice Date or Creation Date.

2. Click the From - To field to set a range of dates to run the report on. You can:

   • Use the calendar to select a specific date range and click Apply.

   • Use the left menu to select a preset date range:

     • Today: From 12:00 AM to the current time

     • Yesterday: Previous day, from 12:00 AM to 11:59 PM

     • Last 7 Days: Previous seven days, including the current date

     • Last 14 Days: Previous 14 days, including the current date

     • Last 30 Days: Previous 30 days, including the current date

     • Month to Date: From the first of the current month to the current day

     • Last Month: Entire month before the current month. For example, if the date is February 5, the entire month of January.

     • Last 90 Days: Previous 90 days, including the current date

     • This Quarter: Current quarter, including future dates. For example, if the date is April 25, from April 1 - June 30.

     • Last Quarter: Entire quarter before the current quarter. For example, if the date is April 25, from January 1 - March 31.

     • Quarter to Date: From the first day of the current quarter to the current day

     • Year to Date: From January 1 of the current year to the current day

     • Last 365 Days: Previous 365 days, including the current date

3. Click the Invoice Item Business Unit dropdown to select the business units (BUs) of the invoice items you want to report on. By default, the report includes all BUs. You can filter your report by business units or business unit categories:

   1. Click the dropdown to select individual BUs.

   2. To report on BU categories, click Filter , select the BU categories you want to include, and click Filter.

4. When you’re finished setting your filters, click Run Report.

Tip: Click Edit Columns to add and remove columns. For further customization, you can arrange and filter your results.

You can group your report by technician to calculate the completed split-adjusted revenue they generate:

1. In the report, click Edit Columns. Edit Columns opens.

2. In the Technicians section, select Technician to add the name of the technician receiving a split on the invoice item to the report.

3. Click Apply. Edit Columns closes.

4. Click and drag the Technician column header to the bar above the report results. The report automatically groups by technician.

5. In the Item GL Account Type column heading, click Filter . The Filter pop-up opens.

6. Click the first dropdown and select Is one of.

7. Click the next dropdown and select Income to filter for income items, which are invoice items that are mapped to an income GL account. Income items are used to calculate completed revenue.

   Note: If the Income option is not available, there are no items in your report results that are mapped to an income GL account.

8. Click Filter.

9. Scroll down to the bottom of any technician grouping where you see several dropdowns.

10. In the Item Price column, click the dropdown and select [Sum].

11. Click Run Report.

The bottom of the SA Item Price column displays the split-adjusted revenue for each technician.

My custom report based on Invoice Items by Technician is duplicating invoice items on the report. Is it broken?

This is expected behavior. The Invoice Items by Technician dataset purposefully reports a separate line item for each technician assigned to the job. This means if an invoice has two line items and five technicians assigned, then this invoice should populate ten lines on the report.

If you prefer to see two line items in the example invoice above, you should create the report using the Invoice Items report template instead.

What data should pull in the Materials column?

This report column only populates when an item on the invoice is added automatically from a service-material or equipment-material link.

Note: If a material is added manually to the invoice, it should not populate in this column. To report on all materials, filter the Item Type column is equal to Material.

Are membership invoices/non-job invoices included in this report template?

No. Since this report is based on technicians and technicians cannot be assigned to a non-job invoice, such invoices are excluded.

To report on non-job invoices, rebuild the report using the Invoice Items report template instead.

Are adjustment invoices included in this report template?

Yes. As long as the adjustment is made to a job-invoice, which is opposed to a non-job invoice, it is included in this report template.

If you run the report by Completion Date or Scheduled Date, it uses these dates from the original job. If you run the report by Invoice Date or Creation Date, it uses these dates from the adjustment invoice.

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