Download and View an Invoice Report (PDF or Excel/CSV)
An Invoice Report is a line item summary of all of your company's eRocks invoices. You do not need to select invoices from the list to run the report.
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Click the PDF Report icon to the right:
A PDF invoice report downloads. |
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Click the download link at the bottom of your browser to open the file:
The invoice report opens in a new browser tab, your PDF reader, or Excel:
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Click the CSV Report icon to the right:
The CSV Reports dialog displays. |
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Click the download icon for the report to download:
A CSV file of the report downloads. |
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Click the download link at the bottom or top of your browser to open the file:
The invoice report opens in Excel:
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You can create and save a custom invoice report using any of the fields. The saved report is added to the list of reports in the CSV Reports dialog. You can edit or delete a custom report as needed.
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Click the CSV Report icon to the right:
The CSV Reports dialog displays. |
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Click Create Custom Report:
The Create Custom Template dialog displays. |
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Enter a report name and description:
NOTE: You can now set the custom report as an invoice alert in addition to the alerts you are subscribed to. To do this just check the Set as an Alert checkbox. Please be aware that you can only subscribe up to 3 Custom Invoice CSV Reports. |
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The Available and Selected Fields lists are scrollable. Check the boxes for the fields to add and click
To change the field order, check a field's checkbox and click Choose from Invoice and Ticket fields:
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Click
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Click Click |
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To modify which csv reports or which customer numbers to only receive the custom report for hover over your name and click Alerts. Scroll to the bottom to modify the alert.
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You can either masquerade as a user to modify their alerts or through the User Search >> Modify Alerts screen |
. To add all fields, click 
.
removes individual fields. 
removes all fields.
or 
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when you are done. eRocks adds the report to the CSV Reports list:
to run and download the report.
to open the Actions menu 
. Allows you to subscribe/unsubscribe to the report as an alert, Edit the report, or Delete the report.
