This guide explains how to display the project time and expenses of a specific client and, if you like, how to download the corresponding reports. The advantage of this view is that it shows a client's results across all employees and projects – client-specific, but across employees and projects.
1. Click the "Clients" tab and select the client.
2. Switch to the "Report" tab.
3. Set the time period you want. You can choose between "Week", "Half month", "Month", "Quarter", "Year", "All" and "Custom".
4. Optionally, you can use the following filters:
- Type: "Timesheet", "Expenses" or "Timesheet + Expenses"
- Invoiced: Yes / No
- Billable: Yes / No
- Group by: Project, Employee, Task, Date
- Project: select a project
5. You can also enable or disable the following options:
- Hide costs
- Add Signature line
- Landscape orientation
- Add Logo
- Use client language
6. Optionally, you can download the client's project time data shown as a CSV, Excel or PDF file at the click of a button.
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