Modify a Contractor Time and Billing Report
Select the Contractor Time and Billing
report you want to modify:
Contractor Time and Billing Summary
- In the Home window
open the Report Centre. Select Time
& Billing, Billing, and then Employee/Contractor 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.
- Select Show Contractors.
If you want to display employee information in the report as well, select Show Employees, and select a job category if needed.
- (Optional) Select
Include inactive records.
- Select the contractors you want to include in the report, or click Select
All to report on all contractors in the list.
If you had selected Show Employees in step 4, select the employees you want to include in the report.
- Select the activities
to include in the report, Invoiced, Un-Invoiced, or both.
- Select the Categories to report:
- Activities
- Customers
- Activities
and Customers If you select Activities
and Customers, you may want to determine how this information is displayed by selecting either Group By Activity or Group By Customer.
- (Optional) Click
Categories if you only want specific types of activities or customers to be reported.
- (Optional) Customize
the:
- (Optional) Save the report as a template in My
Reports.
- Click OK
to display the report.
Contractor Time and Billing Detail
- In the Home window
open the Report Centre. Select Time
& Billing, Billing, and then Employee/Contractor 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.
- Select Show Contractors.
If you want to display employee information in the report as well, select Show Employees, and select a job category if needed.
- (Optional) Select
Include inactive records.
- Select the contractors you want to include in the report, or click Select
All to report on all contractors in the list.
If you had selected Show Employees in step 4, select the employees you want to include in the report.
- Select the activities
to include in the report, Invoiced, Un-Invoiced, or both.
- Select the Categories to report:
- Activities
- Customers
- Activities
and Customers If you select Activities
and Customers, you may want to determine how this information is displayed by selecting either Group By Activity, Group by Date, or Group By Customer.
- (Optional) Click
Categories if you only want specific types of activities or customers to be reported..
- (Optional) Customize
the:
- (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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in Microsoft Excel
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to another format
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