How can I generate a report displaying my billing by customer?
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This billing report is called "Gross Billing by Customer Over Time".
Let’s take a look by going to your reporting section. Go to:
Standard reports > Billing > Drivers folder.
Then edit the GROSS BILLING BY CUSTOMER OVER TIME report.
This shows a breakdown of your gross billing for each customer. It already has the account number object, but it’s helpful to drag in the object called “ACCOUNT: NAME”.Then you can edit the filter called "INVOICE: INVOICE DATE" to filter by time period to see only the last few months or any time period you choose.
Here is what the report will look like.
Schedule as a Recurring Report
As usual, you can go under RUN REPORT, and click schedule. Select summary or detailed report, and choose your formatting options. Add any individuals or teams who need to receive this report by email, and set the report to recur Daily, weekly, monthly, it’s up to you.