Who can see Reports?

All admin users have access to reports as part of their permissions. In order for other users to view reports, their Reports permission box must be checked. To do this, an admin will need to click on the gear icon > Manage Team > select the user, click on Show Advanced Permissions from under the pre-set permission groupings and then make sure that Reports is checked.

Reports Page

To get to your Reports click Management > Reports.



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

Report Controls

When you access a report, you'll see an Options box at the top of the page, this is where you can begin to customize the report. Each report has it's own options for customization.  

For many of the reports you can set a particular date range, or you can choose a specific start and end date by choosing Custom Range.


For the majority of the reports you can customize further by adding additional columns of data. To do this, click the Columns button found at the upper right of the report.  


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