Company

Select a company from the list.

Primary group

Select an option to use as a primary grouping for the report:

• Billing Cycle

• Billing Group

• Customer

• Invoice

• Project

Billing Group and Billing Cycle are optional in Costpoint. If you use these options and want to use them in your report, you must perform the following steps within Costpoint to populate the necessary data:

• Billing Cycle: To use Billing Cycle on the report, you must first select Use Billing Cycles check box on the Configure Billing Settings screen. Then establish the Billing Cycle in Projects > Billing > Billing Controls > Manage Billing Cycles. Then link the Billing Cycle to the project via the Manage Project Billing Information screen.

• Billing Groups: To use Billing Groups on the report, select the Assign Bills to User Groups check box on the Configure Billing Settings screen. Then establish the Billing Group in Projects > Billing > Billing Controls > Manage Billing User Groups. Then link the Billing User Group to the Project via the Manage Project Billing Information screen.

Print status

Select the status of bills to include on the report:

• Selected

• Unselected

Limit projects

In the Keywords field, enter a portion of one or more IDs or billing cycles to narrow the primary group you selected in the previous field.

To narrow the search, click Options to select filter criteria. If you search by name, use one of the Contains... options, rather than the Starts with... options. If applicable, click the right arrow to move your selected results to Choices.

Print detail invoices

Select this option to print the individual transactions lines that make up the overall bill.

Print supporting schedules

Select this option to print supporting schedules along with the bill.