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FAQ - Reporting

Pulling Your First Report

Pulling a Client Report is easy and allows you to get information from all the services into one report. These are one-time standard quick reports. 
  1. Click on Reporting in the left-hand navigation menu.
  2. Select Generate client report


     
  3. Select a client or client group from the drop down menu.  


     
  4. Select your date range. If you want to include a comparison date, choose that now.  


     
  5. Select a reporting template to give your report a front and back page (optional). 


     
  6. Select a Reporting Profile. 


     
  7. Choose the content for your report: Services, Categories, or both Services and Categories. 


     
  8. Click Generate report.
  9. On the bottom right you can click the box icon to see exporting options to send by email, Excel, Word, or PDF document.
 


Want to save time every month? Learn how to build a Scheduled Report

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