The Invoice Summary Details Report (Date) can be found within the reporting dashboard. The intent of this article is to explain the function of the report.
The purpose of the Invoice Summary Details Report (Date) is to display selected customer shipping account statistics. The data is sorted by date.
How to generate report
Reports are showcased by shipping account for customers.
- Tap Reports on the left sidebar
- Tap the Export data icon
- Select Invoice Summary Detail Report(date) within the drop-down menu
Refer to guide: How to generate customer reports
Fields included within
The Invoice Summary Details Report (Amount) is a report sorted by invoice amount.
- Shipping account
- Invoice number
- Invoice date
- Invoice amount
The Invoice Summary Details Report (Date) can be scheduled within the Scheduled reports section of the Reporting Dashboard.