Modify a Customer Time and Billing Report

1. In the Home window open the Report Centre. Select Time & Billing, Billing, and then Customer Time and Billing Summary. Click Modify this report.
2. (Optional) Select the Template you want to use for the report.
3. Enter Start and Finish dates for the report.
4. (Optional) Select Include inactive customers.
5. Select the customers you want to include in the report. Click Select All to report on all customers in the list.
6. (Optional) Select Show foreign amounts.
7. Select the activities to include in the report, Invoiced, Uninvoiced, or both.
8. Select the Categories to report:
9. Activities
10. Employees, or Employees/Contractors (Enterprise)
11. Activities and Employees, or Activities and Employees/Contractors (Enterprise)

(Optional) If you select Activities and Employees, or Activities and Employees/Contractors (Enterprise), you may want to determine how this information is grouped by selecting either Activity or Employee/Contractor.

9. (Optional) Click Categories if you only want specific types of activities, employees, or contractors (Enterprise) to be reported.
10. (Optional) Customize the:
11. Columns that appear in the report
12. Print Settings
13. Font Settings

11. (Optional) Save the report as a template in My Reports.
12. Click OK to display the report.

1. In the Home window open the Report Centre. Select Time & Billing, Billing, and then Customer Time and Billing Detail. Click Modify this report.
2. (Optional) Select the Template you want to use for the report.
3. Enter Start and Finish dates for the report.
4. (Optional) Select Include inactive customers.
5. Select the customers you want to include in the report. Click Select All to report on all customers in the list.
6. (Optional) Select Show foreign amounts.
7. Select the activities to include in the report, Invoiced, Uninvoiced, or both.
8. Select the Categories to report:
9. Activities
10. Employees, or Employees/Contractors (Enterprise)
11. Activities and Employees, or Activities and Employees/Contractors (Enterprise)

9. If you select Activities and Employees, or Activities and Employees/Contractors (Enterprise), you may want to determine how this information is grouped by selecting either Date, Activity, or Employee/Contractor.
10. (Optional) Click Categories if you only want specific types of activities, employees, or contractors (Enterprise) to be reported.
11. (Optional) Customize the:
12. Columns that appear in the report
13. Print Settings
14. Font Settings

12. (Optional) Save the report as a template in My Reports.
13. Click OK to display the report.