Web Dashboard: Reporting on Invoice/Estimate Classes

Classes are a way to classify your invoices or estimates.

How to Add Classification shows how to create classes in InvoiceASAP.

Adding a Class to an Invoice or Estimate on your Computer shows how to add a class to your invoice or estimate from your computer.

Adding a Class to an Invoice or Estimate on your Phone shows how to add a class to your invoice or estimate from the InvoiceASAP app on your phone.

 

This article shows how to report on a class.

The examples in this article are for invoices, but you can follow the same steps for estimates.

 

1. From your computer, log into the Web Dashboard.

 

STEP 2:  Select Reports from the left navigation

 

STEP 3a:  For Invoice Classifications, mouse over Invoice Reports and select Invoices by Class

 

STEP 3b:  For Estimate Classifications, mouse over Estimate Reports and select Estimates by Class

 

STEP 4:  The report displays.  The default date range is the current calendar year.  If you want to change this, click on the date drop down.

 

STEP 5:  Select the date range you want and click Apply

 

STEP 6:  To filter, click on the checkbox next to the class you want and click Filter

 

STEP 7:  The filtered results display