Report Builder - Invoice Field Explanations

The following list outlines the data points and types you can use to create custom Invoice reports.

Updated at October 16th, 2026

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Table of Contents

Data Types Field Explanations Name of Data Point Description Data Type Integrations

These are the fields you can add to a Report Builder report of type Invoices. They are listed in the same groups and order as the field list in the Report Builder.

Some fields only show when the matching integration is turned on. The Integration column shows which one.

Data types

Each field has one of these data types:

Data type	What it holds
Text	Letters, numbers and spaces.
Number	A whole number or a decimal number.
Currency	An amount of money.
Date	A date.
Date & time	A date with a time.
Yes / No	One of two values: Yes or No.

Many dates come in a set of six fields: date & time, date, year, month, month name and week. Use the year, month or week fields to group a report by time period.

Field explanations

Invoice

Field	Description	Data type	Integration
Invoice ID	The invoice number.	Number
Invoice reference	Reference on the invoice.	Text
Invoice name	Customer name on the invoice.	Text
Invoice type	Invoice type as a code: 0 Cash, 1 Invoice, 2 Card, 5 Online, 10 Apple reimbursement, 42 Legal invoice, 89 Credit, 90 Purchase, 99 Deposit.	Number
Invoice type name	Invoice type as a name, for example Invoice, Credit or Apple reimbursement.	Text
Invoice contact	Contact on the invoice.	Text
Invoice email	Email on the invoice.	Text
Invoice created (date & time)	Date and time the invoice was created.	Date & time
Invoice created (date)	Date the invoice was created.	Date
Invoice created (year)	Year the invoice was created.	Number
Invoice created (month)	Month number the invoice was created.	Number
Invoice created (month name)	Month name the invoice was created.	Text
Invoice created (week)	Week number the invoice was created.	Number
Invoice paid (date & time)	Date and time the invoice was paid.	Date & time
Invoice paid date	Date the invoice was paid.	Date
Invoice paid (year)	Year the invoice was paid.	Number
Invoice paid (month)	Month number the invoice was paid.	Number
Invoice paid (month name)	Month name the invoice was paid.	Text
Invoice paid (week)	Week number the invoice was paid.	Number
Invoice paid (year-month)	Year and month the invoice was paid, for example 2026-10.	Text
Payment type	Payment type of a payment on the invoice. An invoice with several payments shows one row per payment.	Text
Payment amount	Amount of a payment on the invoice. An invoice with several payments shows one row per payment.	Currency
Invoiced amount	Total of all invoices on the order, without VAT.	Currency
Invoiced amount (incl. VAT)	Total of all invoices on the order, including VAT.	Currency
Is fully invoiced	Every Reported line on the order with a price has been invoiced.	Yes / No
Apple reimbursement amount	Amount Apple reimbursed. Only filled on Apple reimbursement invoices.	Currency	GSX
Apple reimbursement sold-to	Sold-to account on the Apple reimbursement.	Text	GSX
Apple reimbursement ship-to	Ship-to account on the Apple reimbursement.	Text	GSX
Apple reimbursement repair number	GSX repair number on the Apple reimbursement.	Text	GSX
Apple reimbursement service order number	Service order number on the Apple reimbursement.	Text	GSX
Apple reimbursement serial number	Device serial number on the Apple reimbursement.	Text	GSX
Apple reimbursement purchase order number	Purchase order number on the Apple reimbursement.	Text	GSX
Apple reimbursement repair date	Repair date on the Apple reimbursement.	Date	GSX
Apple reimbursement period start	Start of the period the Apple reimbursement covers.	Date	GSX
Apple reimbursement period end	End of the period the Apple reimbursement covers.	Date	GSX
Apple reimbursement service type	Service type on the Apple reimbursement.	Text	GSX
Apple reimbursement warranty description	Warranty description on the Apple reimbursement.	Text	GSX

Order

Field	Description	Data type
Order ID	The order number.	Number
Order reference	The text in the order's Reference field.	Text
Another reference	The order's second reference field, if your environment uses it.	Text
Reference 3	The order's third reference field, if your environment uses it.	Text
Is cancelled	The order is cancelled.	Yes / No
Is closed	The order is closed.	Yes / No
Is draft	The order is a draft.	Yes / No
Is inside	The order is currently in service.	Yes / No
Is CSAT risk	The order is flagged as a customer satisfaction (CSAT) risk.	Yes / No
Is priority	The order is flagged as priority.	Yes / No
External ID	The order's ID in the external system it came from (order provider).	Text
Internal reference	The order's internal reference.	Text
Order provider	The external system the order came from, for example a customer portal or an integration.	Text
Created (date & time)	Date and time the order was created.	Date & time
Created (date)	Date the order was created.	Date
Created (year)	Year the order was created.	Number
Created (month)	Month number the order was created.	Number
Created (month name)	Month name the order was created.	Text
Created (week)	Week number the order was created.	Number
Closed (date & time)	Date and time the order was closed.	Date & time
Closed (date)	Date the order was closed.	Date
Closed (year)	Year the order was closed.	Number
Closed (month)	Month number the order was closed.	Number
Closed (month name)	Month name the order was closed.	Text
Closed (week)	Week number the order was closed.	Number
Order tags	Tags added to the order.	Text
Contact name	Name in the order's contact fields.	Text
Contact email	Email in the order's contact fields.	Text
Contact company	Company in the order's contact fields.	Text
Lead time (days)	Days between the date the order was created and the date it was closed. Empty for open orders.	Number
Turnaround time (days)	Days between the date the order was received and the date it was closed. Empty for open orders.	Number
Inside time (days)	Total time the order has spent in service, in days (rounded up). Includes the current stretch if the order is in service now.	Number
Inside time (hours)	Total time the order has spent in service, in hours. Includes the current stretch if the order is in service now.	Number
Has inside time	The order has finished at least one stretch in service.	Yes / No
Inside since	Date and time the order's current stretch in service started. Empty when the order is not in service.	Date & time
Last activity	Date and time the order's status last changed.	Date & time
Last issue	The most recent Issue note on the order.	Text
Last diagnosis	The most recent Diagnosis note on the order.	Text
Diagnosed by ID	Employee ID (from Users > Employees) of the person who added the most recent Diagnosis note.	Number
Diagnosed by name	Name of the person who added the most recent Diagnosis note.	Text
Last resolution	The most recent Resolution note on the order.	Text
Resolution by ID	Employee ID (from Users > Employees) of the person who added the most recent Resolution note.	Number
Resolution by name	Name of the person who added the most recent Resolution note.	Text
Note count	Number of notes on the order.	Number
Event count	Number of events in the order's timeline.	Number
Dispatch ID	ID of the order's dispatch.	Number
Dispatched (date & time)	Date and time the order was dispatched.	Date & time
Dispatched (date)	Date the order was dispatched.	Date
Dispatched (year)	Year the order was dispatched.	Number
Dispatched (month)	Month number the order was dispatched.	Number
Dispatched (month name)	Month name the order was dispatched.	Text
Dispatched (week)	Week number the order was dispatched.	Number
Status	Name of the order's current status.	Text

Location

Field	Description	Data type	Integration
Location ID	ID of the order's location (from System Settings > Stores and Locations).	Number
Location name	Name of the order's location.	Text

Store

Field	Description	Data type
Store ID	ID of the order's store (from System Settings > Stores and Locations).	Number
Store name	Name of the order's store.	Text
Store address	Street address of the order's store.	Text
Store ZIP	ZIP or postal code of the order's store.	Text
Store city	City of the order's store.	Text
Store country	Country of the order's store.	Text

Handler

Field	Description	Data type
Handler ID	Employee ID (from Users > Employees) of the person assigned to the order.	Number
Handler name	Name of the person assigned to the order.	Text
Handler roles	Permission roles given to the handler, separated by commas.	Text
Handler role (legacy)	Role set in the handler's User Settings (for example Technician).	Text
Last event handler ID	User ID of the person who triggered the order's most recent event.	Number
Last event handler name	Name of the person who triggered the order's most recent event.	Text
Last event handler roles	Permission roles of the person who triggered the most recent event, separated by commas.	Text
Last event handler role (legacy)	Role set in the User Settings of the person who triggered the most recent event.	Text

Customer

Field	Description	Data type
Customer ID	Customer ID (from Users > Customers) of the order's customer.	Number
Customer name	Name of the order's customer. Shows the company name when there is one.	Text
Customer email	Email of the order's customer.	Text
Customer phone	Phone number of the order's customer.	Text
Customer department	Department of the order's customer.	Text
Customer address	Street address of the order's customer.	Text
Customer city	City of the order's customer.	Text
Customer state	State of the order's customer.	Text
Customer ZIP	ZIP or postal code of the order's customer.	Text
Customer country	Country of the order's customer.	Text

Parent customer

Field	Description	Data type
Parent customer ID	Customer ID of the parent customer (the business the customer belongs to).	Number
Parent customer name	Name of the parent customer.	Text
Parent customer email	Email of the parent customer.	Text
Parent customer phone	Phone number of the parent customer.	Text
Parent customer department	Department of the parent customer.	Text

Owner

Field	Description	Data type
Owner ID	Customer ID of the order's owner. The owner is the customer by default, but can be a different user, for example the portal user who created the order.	Number
Owner name	Name of the order's owner.	Text
Owner email	Email of the order's owner.	Text
Owner phone	Phone number of the order's owner.	Text
Owner department	Department of the order's owner.	Text

Created by

Field	Description	Data type
Created by ID	User ID of the person who created the order. This can be an employee or a customer using the portal.	Number
Created by name	Name of the person who created the order.	Text
Created by email	Email of the person who created the order.	Text
Created by phone	Phone number of the person who created the order.	Text
Created by department	Department of the person who created the order.	Text
Created by status	User level of the person who created the order: 1 Customer, 2 User, 3 Manager, 4 Admin (0 Not verified).	Text

Received by

Field	Description	Data type
Received by ID	User ID of the person who received the order into service.	Number
Received by name	Name of the person who received the order into service.	Text
Received by email	Email of the person who received the order into service.	Text
Received by phone	Phone number of the person who received the order into service.	Text
Received by department	Department of the person who received the order into service.	Text
Received by status	User level of the person who received the order: 1 Customer, 2 User, 3 Manager, 4 Admin (0 Not verified).	Text
Received (date & time)	Date and time the order was received into service.	Date & time
Received (date)	Date the order was received into service.	Date
Received (year)	Year the order was received into service.	Number
Received (month)	Month number the order was received into service.	Number
Received (month name)	Month name the order was received into service.	Text
Received (week)	Week number the order was received into service.	Number

Service partner

Field	Description	Data type	Integration
Service partner ID	ID of the order's service partner, if your environment uses service partners.	Number
Service partner name	Name of the order's service partner.	Text

Queue

Field	Description	Data type
Queue ID	ID of the order's queue (from System Settings > Queues).	Number
Queue name	Name of the order's queue.	Text
Queue group	Name of the parent queue (for example Mac or iOS). Shows the queue itself when it has no parent.	Text

Device

Field	Description	Data type	Integration
Device ID	ID of the device on the order.	Number
Device brand	Brand of the device on the order.	Text
Is Apple or Beats device	The device on the order is an Apple or Beats device.	Yes / No
Device serial number	Serial number of the device on the order.	Text
Device IMEI	IMEI of the device on the order.	Text
Device model	Model of the device on the order.	Text
Device configuration	Configuration of the device on the order.	Text
Device description	Description of the device on the order.	Text
Is warranty device	The device has warranty or extended warranty coverage. Empty when the order has no device.	Yes / No
Device purchase country	Country where the device was bought.	Text
Device warranty name	Name of the device's warranty coverage.	Text
Device sold-to (GSX)	Sold-to name GSX has for the device.	Text	GSX
Device warranty end date	Date the device's warranty ends.	Date
Device estimated purchase date	Estimated purchase date of the device.	Date

Order lines

Field	Description	Data type
Total line count	Number of lines on the order. Only lines marked Reported are counted.	Number
Has lines	The order has at least one line marked Reported.	Yes / No
Non-warranty line count	Number of lines without the Warranty price type. Only lines marked Reported are counted.	Number
Has non-warranty lines	The order has at least one Reported line without the Warranty price type.	Yes / No
Warranty line count	Number of lines with the Warranty price type. Only lines marked Reported are counted.	Number
Has warranty lines	The order has at least one Reported line with the Warranty price type.	Yes / No
Charged line count	Number of charged lines (price x quantity above 0). Only lines marked Reported are counted.	Number
Has charged lines	The order has at least one charged Reported line (price x quantity above 0).	Yes / No
Apple part count	Number of lines whose product manufacturer is Apple. Only lines marked Reported are counted.	Number
Has Apple parts	The order has at least one Reported line whose product manufacturer is Apple.	Yes / No
Warranty Apple part count	Number of Apple lines with the Warranty price type. Only lines marked Reported are counted.	Number
Has warranty Apple parts	The order has at least one Reported Apple line with the Warranty price type.	Yes / No
Charged Apple part count	Number of charged Apple lines (price x quantity above 0). Only lines marked Reported are counted.	Number
Has charged Apple parts	The order has at least one charged Reported Apple line.	Yes / No
Has pickup product	The order has a Reported line with the pickup product (product code NOUTO).	Yes / No
Revenue	Total of price x quantity for the order's lines, without VAT. Only lines marked Reported are counted.	Currency
Purchase price	Total of purchase price x quantity for the order's lines. Only lines marked Reported are counted.	Currency
Revenue (incl. VAT)	Total of price x quantity for the order's lines, including VAT. Only lines marked Reported are counted.	Currency
Has whole unit repair	The order has a Reported line whose product is marked as a whole-unit replacement.	Yes / No
Has display replacement	The order has a Reported repair line whose KBB serial is different from the device serial.	Yes / No
Whole unit repair price type	Price type (Stock, Exchange, Warranty) of the whole-unit replacement line.	Text
Display replacement price type	Price type (Stock, Exchange, Warranty) of the display replacement line.	Text

Repair

Field	Description	Data type	Integration
Repair count	Number of OEM repairs (for example GSX or GSPN) on the order.	Number
Has repairs	The order has at least one OEM repair.	Yes / No
Last repair ID	Internal ID of the order's latest repair.	Number
Last repair identifier	Which system the latest repair belongs to, for example GSX.	Text
Last repair number	Repair number of the order's latest repair.	Text
Last repair strategy	Repair strategy of the order's latest repair.	Text
Is last repair closed	The order's latest repair is closed.	Yes / No
Last repair received (date & time)	Date and time the order's latest repair was marked received.	Date & time
Last repair received (date)	Date the order's latest repair was marked received.	Date
Last repair received (year)	Year the order's latest repair was marked received.	Number
Last repair received (month)	Month number the order's latest repair was marked received.	Number
Last repair received (month name)	Month name the order's latest repair was marked received.	Text
Last repair received (week)	Week number the order's latest repair was marked received.	Number
Last repair created (date & time)	Date and time the order's latest repair was created.	Date & time
Last repair created (date)	Date the order's latest repair was created.	Date
Last repair created (year)	Year the order's latest repair was created.	Number
Last repair created (month)	Month number the order's latest repair was created.	Number
Last repair created (month name)	Month name the order's latest repair was created.	Text
Last repair created (week)	Week number the order's latest repair was created.	Number
Last repair closed (date & time)	Date and time the order's latest repair was closed.	Date & time
Last repair closed (date)	Date the order's latest repair was closed.	Date
Last repair closed (year)	Year the order's latest repair was closed.	Number
Last repair closed (month)	Month number the order's latest repair was closed.	Number
Last repair closed (month name)	Month name the order's latest repair was closed.	Text
Last repair closed (week)	Week number the order's latest repair was closed.	Number
Repair sold-to (GSX)	Sold-to account of the order's latest GSX repair.	Text	GSX
Repair ship-to (GSX)	Ship-to account of the order's latest GSX repair.	Text	GSX

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