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Reports

Reports allow you to quickly summarize information about your clients, projects, and billing activities. You can compare project earnings, see the difference between the billed and collected amounts, or analyze the billing status of your various clients in different currencies.

Each report you create is saved under the Reports section of the Manage Bar. After selecting Reports in the Manage Bar, choose a relevant report type and appropriate dates to view it in detail in the Workspace.

Report types

To print or send a report, click the Print or Send buttons in the Bottom Bar.