Billing Reports

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Revision as of 12:00, 7 September 2015 by SPederson (Talk | contribs) (Created page with "Most reports are on the '''Reports''' tab of the '''Billing''' module. Select from a variety of reports, make the desired filter selections, click '''Refresh Report''' and vie...")

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Most reports are on the Reports tab of the Billing module. Select from a variety of reports, make the desired filter selections, click Refresh Report and view the resulting report.

Once displayed on the screen, many reports may be sorted by clicking on the title of the column to be sorted. When displayed in the desired sort order, reports may typically be sent directly to the printer (Print Report), made into a PDF file (Print PDF), or downloaded and saved into a CSV file (Comma Separated Value) (Download Report).


Billing reports1.jpg


There are also several billing reports under Reports in the left-hand menu. Click the category Billing or Recently Added. Many reports are duplicates of what are in the Billing module but some of the newer reports are only in this area.


Billing reports2.jpg