See: How to Create a Report in Brightflag

If you need a detailed, line-item view of all invoices to cross-reference with the Overview tab, follow these steps to ensure data accuracy.

📌 Steps to Generate a Line-Item Report

Step	Action	Fields to Select
1️⃣	Click "Create Report" and select the "Invoices" template.
2️⃣	Under Core Fields, select:	- Invoice Number - PO Number - Vendor - Vendor Ref - Status - Matter - Matter Category - Matter Ref - Department - Entity - Internal Matter Lead Email
3️⃣	Under Date Fields, select:	- Invoice Date - Billing Period Start Date - Billing Period End Date - Invoice Received Date
4️⃣	Under Spending Fields, select:	- Net Fees Total - Discount - Total Expenses - Tax - Gross Total
5️⃣	Under Approvers, select:	- All Approvers - Approver Comments

✅ Verify the Report Against the Overview Tab

After running the report, follow these steps to confirm the totals match the Overview tab:

1️⃣ Filter the report status to "Approved" and "Pending" invoices – These are the invoices accounted for on the Overview tab.
2️⃣ Filter by Vendor – Sum the Gross Total by vendor and cross-check it against the Overview tab.
3️⃣ Compare the totals:

If they match, your report setup is correct.
If there are slight discrepancies, review possible causes below.

Report Builder: How to Generate a Line-Item Level Invoice Report

📌 Steps to Generate a Line-Item Report

✅ Verify the Report Against the Overview Tab