How do I view a report without actually downloading it?
If you are using Mozilla Firefox, instead of downloading the file, you can choose preview file option but this is only available in Mozilla Firefox. Google Chrome on the other hand automatically downloads the file every single time.
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How do I generate a weekly time card report for an individual employee?
Go to Main Menu and Reports Under Financials. Select Time Card Towards bottom. Try different reports but this one may work the best for that, "Time Activity (Most Popular)" Click the "View" button towards the right and fill out the option box for how ...
How do I generate a Custom Report?
To generate a Custom Report, go to the Menu and select Reports. Here on the top right, you will see a drop down and once you click it you will be able to choose any module from the options below. This is where you can custom create your own report ...
How to generate any custom report?
To generate a Custom Report, go to the Menu and select Reports. Here on the top right, you will see a drop down and once you click it you will be able to choose any module from the options below. This is where you can custom create your own report ...
How do I view Archived Items?
To view archived items in any module, go to the module and choose the Filter option. Once here, choose the status and select Archived and save and that should show you all the archived items in that module.
How do I generate a Total Billings Report with $ amounts?
To show the total billings (i.e. Invoice amounts) over a particular time period or for a particular project. Run the "invoices" report. Reports => Finances Report => Invoice.