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This program has a lot of summary reports, but what if I want a report on one client, worker, etc.?

Table of Contents  > Frequently Asked Questions > This program has a lot of summary reports, but what if I want a report on one client, worker, etc.?

The fact that we have a Summary Reports page can sometimes hide the fact that the system has a great deal of adhoc reporting available. You can use a filter on almost any screen and export the results to a spreadsheet. For example if you wanted to see John Smith's revenue, cost and hours, you could filter the Payroll history on his name and then export it. If you wanted to see the same sort of thing for a client, you could do it on the Bill Batch tab of the Invoicing Screen. Daily History can also be filtered and exported which would give you line-item detail.

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