Status Choices in Reports

In Reporting, I can set up a report by Quote, and group by Status. The status choices are Sent, Approved, Expired, and Converted. Draft is a quote status but isn’t available in reporting.

I can also set up a report by Invoice, and group by Status; choices are Paid and Sent, and again, not Draft.

My usage example: I create invoices from my quotes, and I submit invoices in batches to my customer. I could have two dozen invoices sitting in Draft status, waiting to be sent. I’d like to use Reporting to show the total value of those Draft invoices, but I can’t since Draft isn’t a Status choice.

Why is Draft not a choice in reporting?


By default draft records are excluded from reports, there’s an option to include them on Settings > Account Management.