Use Reports to answer a question about your work, such as which Invoices are overdue or how recorded costs compare across Projects. Start with a ready-made report and adjust it when you need a different view.
1. Find a report
- Open Reports.
- Use Find a report, choose a category, or switch between All Reports, Ready-made, My Reports and Shared Reports.
- Select the report name to open its results.
Check which records the report includes before using its totals. The reports and figures available depend on your access.
2. Create your own report
- Choose New report in the library.
- Enter a useful Report name, such as Overdue invoices for maintenance customers.
- Choose a ready-made report under Based on.
- Set Visibility to Personal or, if you can share reports, Shared with Business.
- Choose Create report. Your saved copy opens ready to adjust.
You can also choose Save a copy from an existing report’s actions.
3. Choose the records and columns
Open Filters and columns if the report builder is hidden.
- Report on chooses the type of records to use.
- Filters lets you choose a Site and add conditions. All conditions requires every condition to match; Any condition includes records matching at least one.
- Columns lets you add, remove and reorder fields. Use Group by for a summary, or Individual records for a list. Choose the sort order and the Totals you need.
Use Search records to narrow the result further. Choose Run Report after making changes. Changes not run means the visible results still belong to the previous run.
For dates, choose the event you intend to measure. Invoice issue dates and payment received dates describe different things.
4. Inspect and save the result
Select a group to see its matching records. Select a record name to open the underlying record. Clear group selection removes the selected group’s restriction.
From Report actions, choose Save changes to update an editable report or Save a copy to keep a separate version. Edit details changes its name and visibility. Sharing a report does not give colleagues access to records or prices they cannot otherwise see.
Delete removes the saved report definition, leaving the underlying records in place.
5. Export financial records when needed
The report’s Export CSV action opens an accounting export for Invoice lines or money received. It is not a download of every kind of report table. Follow exporting an accounting CSV to choose the period, fields and financial records.
If the results are empty or unavailable
Check the Business, selected record type, Site, search and filters. An empty result only describes the current selection. If loading fails, use the displayed retry action before relying on earlier results.