When reporting on invoice savings and adjustments, different fields in Brightflag provide varying levels of detail. Using the correct filters ensures accurate reporting on manual adjustments, automated reductions, and overall savings.
🔹 How to Create the Report
To generate a report on invoice savings and adjustments, follow the steps in this guide to create the report.
📌 Select the "Invoices" template in Brightflag’s Report Builder and apply the relevant filters based on your reporting needs.
🔹 Key Filters for Reporting on Savings & Adjustments
1️⃣ Invoice Level Adjustments
🔹 Captures only high-level reductions applied to the overall invoice total.
🔹 Does NOT include line-item reductions or flagged adjustments.
2️⃣ Savings Achieved (Recommended for Full Savings Reporting)
✅ The most comprehensive field for reporting total savings.
✅ Includes:
- Manual line-item reductions
- Automated flag reductions (discounts or adjustments triggered by turning on invoice flags).
- Invoice-level reductions (overall invoice total adjustments).
✅ Use this field to see the entire amount saved across invoices.
3️⃣ Adjusted Total
📌 Displays the final invoice total after all adjustments have been applied.