Reports Overview

To get to Reports, click Management > Reports



Reports are divided into three categories: Financial Reports, Services & Work Reports, and Client Reports


Report Controls

You can modify the report with the options at the top. Each report has it's own options for modification. 



For many reports, you can set a date range. One option is to set a Custom Range, where you can choose the start and end dates of the report.


In many of the reports you can show more columns. To do this, click the 'Columns' button on the right. 


Report Permissions

All admin users have access to reports as part of their permissions. In order for other users to view reports, an admin user will need to allow this in their permission settings To do this, click the Settings Gear > Settings > Manage Team > click the username. On their profile click Show Advanced Permissions. Then check off Reports.  


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