Invoices and operations
Build a custom report with fields, filters, groups, and formulas
Create a reusable report definition over the correct Item Type and date field. Follow the current customer-facing workflow and verify access, status, and resulting records before continuing.
Before you begin
- Audience: Reports Admin, company admin.
- Reports Admin/company access
- configured Item Type fields
- understanding of desired date window and population.
My Work → Reports (#/reports) → New Report; project → Reports for embedded mode
Build a custom report with fields, filters, groups, and formulas
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Open the workspace
In JobBuddy, go to My Work → Reports (#/reports) → New Report; project → Reports for embedded mode.
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Confirm access and starting state
Reports Admin/company access; configured Item Type fields; understanding of desired date window and population.
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Complete the main setup
Review source Item Type, required date field, columns, lookup paths, aggregation columns, formula references, Total, simple versus advanced filters, group-by/group sort, project scope, save/edit/delete, and field-definition drift.
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Review the important choices
Review validation examples and denominator cautions.
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Verify the result
Create a reusable report definition over the correct Item Type and date field.
Expected result: Create a reusable report definition over the correct Item Type and date field.
Troubleshooting
The page, control, or action is unavailable.
Confirm the required access and starting state: Reports Admin/company access; configured Item Type fields; understanding of desired date window and population.
The result is incomplete or unexpected.
Item Type schema, date field, property/lookup/aggregation/calculated columns, formulas, simple/advanced filters, grouping, group sort, and project scope can materially change totals.
The issue remains after checking the record.
Capture the exact visible error, record status, approximate time, and intended result. Give support only the minimum customer-safe evidence needed to trace the problem.
What happens next
- Create a reusable report definition over the correct Item Type and date field.
- Review the resulting record, status, notifications, and related history before continuing downstream work.
- Use the related guide when the next action belongs to another JobBuddy workflow.