REPORTING - INVOICE SUMMARY (INVOICE PROFITABILITY REPORTING)

  1. From the Blackpurl Header > click Reporting > Reports

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  1. From the Common Search > Reporting > Invoice Summary 
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  1. Once you have your search results, click on the User-added image > select Column Invoice Profit and then click on User-added image

This would also be a good time to add any additional columns you want ie Commission (this is the commission typed into the Unit Deal etc) OR untick any columns you don't want in your search result.

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The system will refresh the search result and add a new column in your grid search result for Invoice Profit.

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  1. To see your Summary Total for Invoice Profit column, click on User-added image


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TIPS:
  • Remember if you want to see Invoice Profits for a certain date range, click on User-added image to open up your search filters and change your Created date filter. 
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  • If you are happy with the parameters of this report and you will want to use the "same" report on a regular basis, why not save it as a CUSTOM SEARCH by clicking on User-added image
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For more information, please review the following articles: