Learn how to use the Total Invoice Amounts by Month report to review monthly invoice activity, invoice statuses, and total invoice amounts.
Contents
- Overview
- Key Features
- Report Metadata
- Default Filters
- Report Behavior
- Use Cases
- How to Run and Interact
- Sample Report Output
- FAQs
Overview
The Total Invoice Amounts by Month report provides a monthly summary of invoices, including invoice status and total invoice amounts.
Use this report to monitor invoice activity and review invoice totals over a selected reporting period.
Key Features
The report allows you to:
- View invoice IDs, statuses, and total invoice amounts by month.
- Drill down into individual invoices by selecting an Invoice ID.
- Analyze invoice activity across the selected reporting period.
- Filter invoice activity by customer, invoice status, reporting period, and reporting currency.
Note: If multiple invoice lines have the same product, add Invoice Line Number to the report to display all records. Looker may deduplicate records when the invoice line number is not included, causing only one record to appear when the values are the same.
Report Metadata
| Field | Value |
| Category | Invoice and Payment |
| Refresh Frequency | Near real-time |
Default Filters
The following filters are applied by default. Expand the Filters section to modify the report criteria as needed.
| Filter | Criteria | Default Value | Description |
|---|---|---|---|
| Customer Name (Customer ID) | Is | Any | Filters the report by a specific customer. |
| Total Invoice Amounts By Month Period Date | is this | Year | Displays invoice data for the current year by default. |
| Total Invoice Amounts By Month Include Taxes (Yes / No) Required |
Is | No | Excludes taxes from invoice totals. |
| Invoices Status | is | Any | Filters the report by invoice status. |
| Reporting Currency Required |
is | USD | Displays invoice amounts in the selected reporting currency. |
Report Behavior
Invoice Amounts
The report summarizes invoice amounts by month based on the selected reporting period and filters.
Taxes
By default, Include Taxes is set to No. To include taxes in the reported invoice totals, change this filter to Yes.
Invoice Details
Select an Invoice ID to drill down into the corresponding invoice details.
Duplicate Invoice Lines
Looker may deduplicate rows when multiple invoice lines contain the same product and the report does not include Invoice Line Number.
To display each invoice line separately, add Invoice Line Number to the report.
Use Cases
Use the Total Invoice Amounts by Month report to:
- Monitor monthly invoice activity by reviewing invoice totals across different months.
- Track invoice status to understand the distribution of invoices by status over the selected reporting period.
- Analyze invoice trends by comparing total invoice amounts across multiple months.
- Review customer invoice activity by filtering the report for specific customers.
- Drill down into invoice details by selecting an invoice ID to view the associated invoice.
How to Run and Interact
Refer to How to Run the Reports for instructions on:
- Running a standard report.
- Applying and modifying filters.
- Changing reporting options.
- Interacting with report results.
- Drilling down into report details.
Sample Report Output
The Total Invoice Amounts by Month report displays invoice activity and total invoice amounts across the selected reporting period.
FAQs
| Question | Answer |
| Can I view details for an individual invoice? | Yes. Select an Invoice ID in the report to drill down into the corresponding invoice details. |
| Can I change the reporting period? | Yes. Modify the Period Date filter in the Filters section before running the report. |
| Can I include taxes in the report? | Yes. Use the Include Taxes (Yes/No) filter to include or exclude taxes from the reported invoice totals. |
| Can I filter invoices by status? | Yes. Use the Invoice Status filter to display invoices with specific statuses. |
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