Invoice Reports by Product Summary
This tutorial guides you through generating summary sale invoice reports using the Worktraq App.
Video Tutorial
1. Open Sales Invoice
2. Go to Product Reports
Select "Product Reports" to view available reporting options.
3. Open Report Options
Click "Report by Product Summary" to open the report configuration panel.
4. Use the Report Form
A filter panel will appear on the right.
Use this form to refine your report by combining multiple filters for more accurate results.
5. Select Product
Click the 
icon to choose a specific product.
6. Enter Product Name
Enter "Product Name" to narrow down results to specific product.
7. Select Company
Click the 
company icon to choose a specific company.
8. Select Contact
Click the 
contact icon to filter by a specific contact.
9. Select Report Type
Choose the Type of report you want to generate.
10. Filter by Status
Use the Status field to display invoices based on their current status.
11. Exclude Cancelled Transactions
By default, the report excludes canceled invoices.
Uncheck Exclude Cancelled Transactions if you want to include them in the report.
12. Select Sales Representative
Click the contact icon to filter by a specific sales representative.
13. Select CSR
Click the contact icon to choose a Customer Service Representative (CSR) for more refined results.
14. Filter By Job Number
Enter a Job No to narrow down results to specific jobs.
15. Select Specific Date
Click the 
date picker to filter results by a single date.
Do not use this if you plan to apply a Date Range.
16. Apply Date Range
Select a date range option to filter invoices over a period of time.
Use this instead of Specific Date, not together.
17. Apply Pricing Range
Click the pricing range to filter the report data by price.
18. Generate Report
Click "Continue" to generate the report based on your selected filters.
19. Export Report
- Excel
You have successfully generated a invoice report by product summary in the Worktraq App by selecting report types and applying filters. Review the report to verify accuracy and apply additional filters for deeper insights.