---
title: "Adding Reports"
slug: "adding-reports"
updated: 2026-08-10T20:22:38Z
published: 2026-08-10T20:22:38Z
canonical: "help.idibilling.com/adding-reports"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.idibilling.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Adding Reports

To add a report:

1. From the Customer window menu bar select **View > Billing Reports**. This displays the Billing Reports window.

> [!NOTE]
> Note
> 
> In order for the Action menu to display the Billing Reports menu option, a Customer # window must be open.

![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/12566.bmp?sv=2026-02-06&spr=https&st=2026-11-14T10%3A57%3A44Z&se=2026-11-14T11%3A57%3A44Z&sr=c&sp=r&sig=JuvaUP%2B0Q43SDcM%2Bl7VH2Vr7c0ocvoNbhM7wdAZf9Jo%3D)

The Billing Reports - Customer # window provides the following information:

| Report Name | Billing report name. |
| --- | --- |
| Include on Invoice for this customer | True or False value when a report has ***been*** added. If set to ***True,*** the report is printed in addition to the reports in the assigned report group. If set to ***False***, overrides the report that is a member of the report group and excludes it from the customer. > [!NOTE] > Note > > A billing report with a False value cannot be modified once it has been saved. |

1. Right-click anywhere in the Billing Reports window and select **New**. This displays the New Billing Report window.

![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/12567.bmp?sv=2026-02-06&spr=https&st=2026-11-14T10%3A57%3A44Z&se=2026-11-14T11%3A57%3A44Z&sr=c&sp=r&sig=JuvaUP%2B0Q43SDcM%2Bl7VH2Vr7c0ocvoNbhM7wdAZf9Jo%3D)
2. Select a report from the drop-down list.
3. Click **Save**. If the report is not already included in the report group assigned to the customer, it is added to the Billing Reports list. If you attempt to assign a report that is already included in the report group assigned to the customer, the following error message is displayed.

![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/12568.bmp?sv=2026-02-06&spr=https&st=2026-11-14T10%3A57%3A44Z&se=2026-11-14T11%3A57%3A44Z&sr=c&sp=r&sig=JuvaUP%2B0Q43SDcM%2Bl7VH2Vr7c0ocvoNbhM7wdAZf9Jo%3D)