Invoice Details Report

The Invoice Details Report displays all Requests by corresponding request ID, description, invoice amount ($), and invoice number.

Steps to Generate an Invoice Details Report

Click Reports > Billing Reports > Invoice Details. The Invoice Details screen displays as shown below.
Enter information in the following fields as necessary:

Field	Description
Report Header Display Options
Display on all pages	Display the report header on all pages of the report.
Display on 1st page	Only display the report header on the first page of the report.
Do not display on any pages	Do not display the report header on any pages of the report.
Requests Received
Between the Dates	Report for Requests received within a specified date range. If selected, also select a date range.
For the Month	Report for Requests received within a specified month and year. If selected, also select a month and year.
For the Year	Report for Requests received within a specified year. If selected, also select Calendar Year or Fiscal Year, and select a year from the drop-down menu.
Year to Date	Report for Requests received from a specified year to the current date. If selected, also select a year from the drop-down menu.
Filter By
Requester Filter Criteria	Filter the report using Requester Filter Criteria. Selecting this option will display Requester Filter Criteria fields.
Individual Requester	Generate the report for an individual user. Selecting this option will display a field for which you can select an Individual Requester using the browse button.
Request ID	The identification number assigned to a Request.
Request Type	Request Type(s), as selected from the drop-down menu. All will be selected by default.
Action Office	Action Office(s), as selected from the drop-down menu. All will be selected by default.
Request Status	Request Status(es), as selected from the drop-down menu. All will be selected by default.
Include Invoice Details	Include a detailed breakdown of the invoice in the report.
Requester Filter Criteria
Requester First Name	First name of the Requester.
Requester Last Name	Last name of the Requester.
Requester Organization	Name of the Requester's organization.
Default Category	Default category associated with the Requester.

Click Generate. The Invoice Details Report displays as shown below.

For information on printing reports, see Printing, Emailing, and Exporting Reports.