Invoice List or Summary Reports

The Invoice list reports and Invoice summary reports offer the same types of data columns and filters for defining the report criteria, but the report output is different. Invoice list reports are detailed lists of data from invoice records and their associated records, while invoice summary reports provide summaries based on the selected criteria. For general information on creating list or summary reports, see Create a list, count, or summary report.

To create an invoice list or summary report

1. Select the Invoices tab. The Invoices list reports page appears first. If you are creating a summary report, select the Invoice summary reports subtab.
2. To change the row limit, type a different number in the Maximum rows to return box.
3. Select the columns to output, and use the up and down arrows to order the columns from left to right on the report. For information on specific columns, see:
   • Fund Columns
   • Invoice Columns
   • Database Columns
   • Item Columns
   • Bibliographic Columns

4. Select the columns to sort.
5. To include headings for each column in the report, select Include header rows.
6. Specify the format for the report.
7. Select the fiscal year status, and select a fiscal year.

Important: You must select a fiscal year to create an invoice report.

Tip: For general information on using filters, see Apply filters to limit report output.

8. Apply filters to the report data. For information on specific filters, see:
   • Invoice Filters
   • Item Filters
   • Bibliographic Record Filters

9. Click Submit, and either download the report or save it. The Preview window opens. For more information, see Preview a report.
10. Do one of the following:
    • Download the report in the selected format.
    • Save the report file in the My Reports list. See Save report parameters.