Modify an Activity Time and Billing Report
Select the Activity Time and Billing
report you want to modify:
Activity Time and Billing Summary
(Billing)
- In the Home window
open the Report Centre. Select Time
& Billing, Billing, and then Activity Time and Billing Summary. Click Modify this report.
- (Optional) Select
the Template
you want to use for the report.
- Enter Start
and Finish dates for the report.
- (Optional) Select
Include inactive
activities.
- Select the activities
you want to include in the report. Click Select
All to report on all activities in the list.
- Select the activities
to include in the report, Invoiced, Uninvoiced,
or both.
- Select the Categories to report:
- Customers
- Employees, or Employees/Contractors (Enterprise)
- Customers
and Employees, or Customers
and Employees/Contractors (Enterprise)
(Optional) If you select Customers
and Employees, or Customers and Employees/Contractors (Enterprise), you may want to determine how this information is grouped by selecting either Customer or Employee/Contractor.
- (Optional) Click
Categories if you only want specific customers, types of employees, or contractors (Enterprise) to be reported.
- (Optional) Customize
the:
- (Optional) Save the report as a template in My
Reports.
- Click OK
to display the report.
Activity Time and Billing Detail
(Billing)
- In the Home window
open the Report Centre. Select Time
& Billing, Billing, and then Activity Time and Billing Detail. Click Modify
this report.
- (Optional) Select
the Template
you want to use for the report.
- Enter Start
and Finish dates for the report.
- (Optional) Select
Include inactive
activities.
- Select the activities
you want to include in the report. Click Select
All to report on all activities in the list.
- Select the activities
to include in the report, Invoiced, Uninvoiced,
or both.
- Select the Categories to report:
- Customers
- Employees, or Employees/Contractors (Enterprise)
- Customers
and Employees, or Customers
and Employees/Contractors (Enterprise)
- If you select Customers and Employees, or Customers and Employees/Contractors (Enterprise), select how you want this information to be grouped.
- (Optional) Click
Categories if you only want specific customers, types of employees, or contractors (Enterprise) to be reported.
- (Optional) Customize
the:
- (Optional) Save the report as a template in My
Reports.
- Click OK
to display the report.
Activity Time and Billing Summary
(Payroll)
- In the Home window
open the Report Centre. Select Time
& Billing, Payroll, and then Activity Time and Billing Summary. Click Modify this report.
- (Optional) Select
the Template
you want to use for the report.
- Enter Start
and Finish dates for the report.
- (Optional) Select
Include inactive
activities.
- Select the activities
you want to include in the report. Click Select
All to report on all activities in the list.
- Select the type
of activities to include in the report, Paid to
Employees, Not paid to employees,
or Non-payroll activities.
- Select the Categories to report:
- Customers
- Employees
- Incomes
- Customers
and Employees
- Customers
and Incomes
- Employees
and Incomes
(Optional) If you select a multiple category group
(for example, Customers and Incomes), select
the category that activities should be grouped by.
- (Optional) Click
Categories.
- (Optional) Customize
the:
- Columns
that appear in the report
- Print
Settings
- Font
Settings
- (Optional) Save the report as a template in My
Reports.
- Click OK
to display the report.
Activity Time and Billing Detail
(Payroll)
- In the Home window
open the Report Centre. Select Time
& Billing, Payroll, and then Activity Time and Billing Detail. Click Modify
this report.
- (Optional) Select
the Template
you want to use for the report.
- Enter Start
and Finish dates for the report.
- (Optional) Select
Include inactive
activities.
- Select the activities
you want to include in the report. Click Select
All to report on all activities in the list.
- Select the activities
to include in the report, Paid to Employees,
Not paid to employees, or Non-payroll
activities.
- Select the Categories to report:
- Customers
- Employees
- Incomes
- Customers
and Employees
- Customers
and Incomes
- Employees
and Incomes
- Select the category
that activities should be grouped by.
- (Optional) Click
Categories.
- (Optional) Customize
the:
- Columns
that appear in the report
- Print
Settings
- Font
Settings
- (Optional) Save the report as a template in My
Reports.
- Click OK
to display the report.
What do you want to do?
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