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March 15, 2023
Question

Reports

  • March 15, 2023
  • 1 reply
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I am wanting to produce a report from the service date on an invoice. Is this possible? I've tried amending reports to include the service date but once the invoice date is changed the information no longer appears on the particular report 

1 reply

March 15, 2023

Hello Chloe25, Welcome to the Community page, you can run for example sales by product/service details report and you can add the service date column on, then filter by service date using a custom date range, with the main report being run for all dates. Or running on all dates and filtering by service date should get the result you want. With reports it does tend to run only on invoice dates and not any other date/information on the invoice. You can custom the reports to include the service dates but you won't be able to run it of that unfortunately if that is purely what you are after. Then I would suggest you leave feedback from the main cog wheel and it might be an option in the future.