The Taxable Service with Materials Report is a custom report designed to be exported to .csv file. The data exported will be a list of Tickets where parts were invoiced on the ticket. The export file will contain the branch, ticket number, customer number and name, the invoice date, number and amount for parts, the tax group for the invoice and the cost of the materials that were invoiced.
Once the desired options have been selected on the report options form, click the OK button to display the report in Print Preview mode.
Report Selections
Date Range - Enter the date range for data that will be exported. The date used in this report is the Invoice Date for the ticket.
Export Location - Select the export location and file name. Press the Browse button to select the location where the file will be saved, then type in the name for the export file to be created.
