Overview
The Invoiced Items/Services Report lets you view every invoice that includes particular items or services.
This report is ideal for tracking which services are being billed most often, analyzing performance by category, or identifying trends in specific product or service usage.
Step 1: Open the Reports Page
Navigate to the Reports tab from the left-hand menu.
Under the Financial section, click Invoiced Items and Services.
Step 2: Set the Report Parameters
At the top of the page, choose the filters that define your report:
Date Range – Select the time frame for your report.
By default, this is set to Year to Date.
Category – Filter by a specific category of items or services.
Item/Service – Choose one or more specific line items to view which invoices include them.
These filters allow you to narrow down the data and focus on what matters most.
Step 3: Export or Print the Report
After generating your report, you can:
Export it as an Excel (.xlsx) or CSV (.csv) file
Print it directly using the Export button
Use Case Examples
Determine how often a specific service or product is being billed.
Review invoiced services for performance analysis or profitability tracking.
Audit billing consistency for recurring items or services.