The Daily totals report section lets you see how much your team have earned over a specific work week as well as how much your clients will be invoiced for their work, directly within the reports section.
Step 1
Navigate to Reports, then under the General section, click Daily totals. You can also “star” the report so it appears under the Reports menu on the sidebar.
Step 2
In the top left corner, you can choose whether to generate a report for yourself or your team by choosing either “Me” or “All.”
Step 3
Select any date from the calendar and the week will be automatically populated.
Step 4
Click on the Filters button to apply these filters on your report:
- Projects/work orders
- Teams
- Members
You can also click on “Save Filter” to save this search so that you can generate a report with the same filters in the future.
After applying the filters, your report will be generated automatically.
Our Scheduled reports feature will let you have reports automatically sent based on a frequency of your choosing
If you need to Export a report for your own record keeping, we offer that option as well
