Modify an Income Time and Billing Report
Select the Income Time and Billing
report that you want to modify:
Income Time and Billing Summary
(Billing)
- In the Home window
open the Report Centre. Select Time
& Billing, Payroll, and then Income 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 the income
you want to include in the report. Click Select
All to report on all incomes in the list.
- Select the activities
to include in the report, Invoiced, Uninvoiced, or both.
- Select the Categories to report:
- Activities
- Customers
- Employees
- Activities
and Customers
- Activities
and Employees
- Customers
and Employees
- (Optional) If you
selected multiple categories in step 6, select which category the activities
should be grouped by.
- (Optional) Click
Categories.
- (Optional) Customize
the:
- (Optional) Save the report as a template in My
Reports.
- Click OK to display the report.
Income Time and Billing Detail
(Billing)
- In the Home window
open the Report Centre. Select Time
& Billing, Payroll, and then Income 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 the income
you want to include in the report. Click Select
All to report on all incomes in the list.
- Select the activities
to include in the report, Invoiced, Uninvoiced, or both.
- Select the Categories to report:
- Activities
- Customers
- Employees
- Activities
and Customers
- Activities
and Employees
- Customers
and Employees
- (Optional) If you
selected multiple categories in step 6, select which category the activities
should be grouped by. You can also group them by Date.
- (Optional) Click
Categories.
- (Optional) Customize
the:
- (Optional) Save the report as a template in My
Reports.
- Click OK to display the report.