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Service Invoices with Product
Service Invoices with Product
Simplified Support avatar
Written by Simplified Support
Updated over 2 years ago

Number of closed service invoices which include a product sale.

Validate in Zenoti

Zenoti -> Reports NEW (v2 report)-> Financial Reports -> Sales - Accrual report -> Select all values in Item Type, Sale Type and Payment Type dropdown -> select centers as displayed in ezPulse app

  • Unhide Invoice Closed Date and Status column

  • Export the report in excel, open the file remove top 5 rows and last row

  • Select the table and Go to Insert Tab -> Pivot table

  • Add Status in Filter and select Status as Closed. Select item type in Columns, select Invoice No in Rows and Select Count of Item Type in Values.

  • Now add a formulae in a new column =IF(ISBLANK(GETPIVOTDATA("Item Type",$A$3,"Item Type","Service","Invoice No",A5)), 0, IF(ISBLANK(GETPIVOTDATA("Item Type",$A$3,"Item Type","Product","Invoice No",A5)), 0, 1))

  • Drag the formulae till end of the table

  • After this apply Sum on the rows of newly created column, the value shown there is the metric value

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