Issue Invoice Summary
Utilize this report to show the billing specific to an issue and/or publication. This is a simple consolidated snapshot of your sales and invoicing. To use this report, navigate to Reports > All Reports – Finance, or use the global search bar. If this is a report that you plan to use frequently, mark it as a favorite and add it to your Quick Links.
To access the report, you need the User Permission ‘Issue Invoice Summary Report’.
The report allows you to filter results by Brand and/or Publication if needed. The ‘Report Period’ filter is a simplified way of setting the Issue Date search fields. For example, if the current month is March, and you set the Report Period to the ‘next month’ option, the Issue Date search fields will automatically get set to 4/1 and 4/30. If you wish to span multiple months, or maybe only have a start date or end date for your Issue Dates, ignore the Report Period filter and set your dates directly in the Issue Date fields.
The Invoice Date field is a cut-off date for the report. No data will be returned that falls after this date. By default, it is set to the current date, but this can be changed if needed.
The results of this report are shown in a table format, with one record per Issue that fits your search criteria. For each record, you’ll see summary information, including the total sales, and a breakdown of the invoices for the issue separated by invoice type (regular, installments, pending installments, etc.). Finally, the report will also show the open, or un-invoiced amount for that issue.
Updated 9/23/2025