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Overview of financial reports

An overview of financial reports is a great way how to have a summary that will show the amounts you have reported over the projects that you and your colleagues worked on. If you are the Project Owner, you will also see the reports of all those involved colleagues in the project. As a User invited, you can only track your own reports.

Click on Finance> Reports in the top menu. And in the filters, choose the user, project, and time period for which you want to see summary reports.

Table of report summary.

 

Reports can also be downloaded to a computer as a .csv file and made a billing document from them. Click Download (CSV) and save the file to the default directory on your PC.

CSV file = Excel

The CSV file is nothing more than just chart. It can read Excel or import it into Google Docs. Exports can be easily saved as a PDF via Excel. You can then send the invoice to the client.

Updated on October 6, 2017

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