I am fully versed in exporting to Excel. 

My issue is really the level of detail in a report. 

It's either a Summary at the Customer or Item level. Or it's sooo Detailed (every line in an invoice) that it's impossible to create a meaningful report. (My client creates over 1k invoices each month).

I need a report that will summarize at the invoice level and show both revenue and sales tax data. 

Also, we are working with Enterprise 18 (not QBO). 

Thanks for your reply!