Reports

The My Schedule vs Timesheet Report compares scheduled hours with actual hours for the logged in user. It can be...

The Customer Statement report displays a consolidated list of transactions carried out for a customer. This report lists all financial...

The Customer Dashboard report is your go-to place for answering customer-level questions without running multiple reports. Available to be run for one customer at a time, this report allows you to analyze all transactions, projects, timesheets, expenses and fixed amounts linked to a specific customer on one page.

The “Revenue by Month” report uses sales invoice, credit note & payment data to generate a month-over-month revenue report for the entire account in the account currency. Use this report to track financial progress for an entire calendar year on one page and compare against monthly or quarterly revenue goals. This report also gives you the flexibility to use either the accrual or cash method to report results.

Understand who your biggest customers are with the Sales by Customer report. This report displays total sales and invoice count...