All Reports

The New Clients Between Dates report gives a simple list of jobs (projects) created between two dates, optionally filtered and/or...

The Current Client Contacts report gives a list of all contacts associated with clients. The report shows only current contacts...

The Jobs and Tasks report gives a list of jobs with associated tasks, estimated time and fees. Formerly only available...

The Clients and Jobs Not Billable report gives a list of clients and their jobs which are not billable. This...

The Jobs to Make Non-Current feature helps users filter and identify jobs that are no longer active based on the last invoice or timesheet date. You can make jobs non-current, and reviewing key job details for better job tracking. Using the Projects to Make Non-Current report ensures that your project reporting is up to date, you can also use this feature in conjunction with system settings to make clients non-current.