Master Line Item Report

Last year we added some exciting new functionality to our reporting system that enabled users to create customized versions of all our standard reports. That lead to us being able to add the Jobs Report which is a customizable version of our normal Job Management screens. Next up is the Master Line Item Report!

This report contains every line item on every job in your system. It takes the power of the Line Item CSV, and puts it in a much more user friendly package. There is a ton of standard data included, plus all of your applicable custom inputs! Using the built in filters you can select just the columns and data you’re looking for. The report is available now in your system under Reports > Items > Master Line Item Report (or click here).

We have also built in our Saved Reports functionality so that you can save off as many versions of this report as you need. We are excited to see what you come up with!