Knowledge base

How to share detailed time reports as invoices?

Know all about sharing detailed public reports to clients as invoices

  • Click on Reports followed by the Detailed reports option on the next page. A list of detailed time reports will be displayed.

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Filtering a particular report to share

  • Filtering Dates- By default, the Detailed reports page displays the current week’s data. Click on the This week button and you can choose your desired dates from the calendar displayed.

  • Filtering team members- If you choose to share detailed reports of particular team members click on the ‘Team’ option present on the right-hand side of the screen and choose single or multiple team members from the list.

  • Filtering clients- If you choose to share detailed reports to a particular client, click on the Client option present on the right-hand side of the screen and choose a single client from the list. (Multiple clients can be chosen for your reference).

  • Filtering Projects & Tasks- Click on either the projects or tasks option present on the right-hand side of the screen and choose from the list according to your invoice needs.

  • More filters - You can also choose the filter icon and explore various other options present and choose as per your invoice requirements.

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Sharing invoices to clients and download reports

  • Once you have utilized all the filters on the toolbar. Click on the Share button and a pop-up window will appear in which you can name your report and type in the client or person’s email ID with whom you would like to share. Choose the option Send a copy to myself at - ‘Email ID’ to get a copy of the report to your email ID.
  • After receiving the email the following person should click on the View report option and will get access to the detailed time report.

Note: If you would like to share a public link of the report, on the Share button pop-up window click on the public share link and you can

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Exporting/Downloading report

  • In the following Share button pop-up window there is an Export option present where you can download an offline copy of the report Via CSV, PDF, or XLSV file.

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