Invoice Export

Bullhorn Support is able to assist with navigating sample reports, but they are unable to build customizations on reports for you. If you need customizations, you will need a Business Intelligence specialist who is familiar with writing database queries.

The Invoice Export report extracts specific batches of invoice data to import into Dynamics BC. The Invoice Distribution Batch ID(s) are entered for generating the report.

Running the Report

When running the Invoice Export report, you are prompted to select one or more Invoice Distribution Batch IDs.

From your Bullhorn ATS Menu, select Canvas.
Select Run beside the Invoice Export Report.
Enter one or more Invoice Statement Distribution Batch ID numbers one at a time.
Click Insert after each number entered.
Click Ok to run the report.

The following fields are available on this report.

Data item in report	Definition
Invoice	ID on produced invoice
Candidate	Candidate name for related invoice
Placement	Placement ID for related invoice
Customer	Company for related invoice
Earn Code/Account	Code defining totals by Time, Amount, or Unit
Invoice Date	Date of related invoice
Due Date	Date payment of invoice is due
Period End Date	Period end date of related invoice
Batch ID	Batch ID entered to generate the report
Line Number	Line number of the invoice
Customer ID	Company ID
Payment Terms	Defined on the invoice
Billing Contact	Defined on the invoice
Primary Email	Primary email of Billing Contact
Direct Phone	Direct phone number of Billing Contact
Bill to Attention	Name of person to receive the invoice
Billing Address 1	Billing address details for company
Billing Address 2	Billing address details for company
Billing City	Billing address details for company
BillingState	Billing address details for company
BillingCountry	Billing address details for company
Billing Zip	Billing address details for company
Credit of Invoice	Credit amount applied to invoice
Invoice subtotal	Total before deductions
Total amount	Total after deductions
Customer address	Company address details
Customer address 2	Company address details
Customer City	Company address details
Customer state	Company address details
Customer Zip	Company address details
Billing Profile	From the company billing profile tab
Invoice Date Last Modified	Last date invoice edited

Exporting to Excel

Depending on the amount of data, it may be easier to view the report via Excel. Follow these steps to export your report to Excel:

From the HTML drop down button in the top right corner, click View in Excel Options > View in Excel 2007 Format.

The Excel format you choose can be based on personal preference. We recommend using View in Excel 2007 Format to maintain the same format that you see in Bullhorn Reporting (Canvas) and/or if you plan to use standard Excel functions (pivot, sort, etc).
The request will process and a pop up stating "Your report is ready and will download to your Web browser in a few moments" will appear.
When prompted, Save the report to your computer.

Once the report is exported to Excel, you can utilize standard Excel functions to filter, sort and pivot the data.