Report Dashboard

Gain fresh insights into your business with 31 reports covering billable hours, accounts receivable, expense tracking, performance, and more.
Our insightful reports can be viewed in 10 formats: PDF, Excel, Word, and more.

The toggle switches on the Standard Reports dashboard allow users to switch between the Standard Report and the New Report. If the new version of the report is turned off, the switch is disabled, and the Standard version of the report is displayed.

The “Manage Schedules” link lists schedules for the logged-in user. If schedules have been created from the Quick Schedule link on the New Reports, a popup screen opens to display schedules. Use the paper icon to view details like the Report, Scheduled/Running/Completed status, frequency, next run date, etc.