Overview
Running reports is simple. There are many report types including daily billing reports, staff production, invoices, billed item, original billings.
Run a Report
- Click the Reports Module.
- Find the report that you would like to run.
- Click the report name on the report you wish to run.
- Use the search filters (date ranges, drop downs, and pick lists) to select the necessary information for what you are trying to accomplish.
- Some report may also have a fields sections on the right side of the window, in these reports you can choose which fields to display on the report.
- Some report may also have a fields sections on the right side of the window, in these reports you can choose which fields to display on the report.
- Click Display. This will open a new window with the report you just pulled.
Note: Many Reports have an Excel feature, which allow you to export to Excel.