Do you want to obtain a data report on your customers and your projects in order to have performance indicators? The Client Assessment and the Project Assessment allow you to do this.
Here’s how to get your reports.
First, in your main menu, select the “Reports” function.
Then, in the left side menu, section “Accounting”, select CUSTOMER BALANCE SHEET
You can select a time period and you also have 3 boxes that allow you to display additional data as needed. In addition, you can do exactly the same steps to obtain the balance sheet by project.
Finally, you can then download your data report in an excel file.
The report contains basic information such as amounts billed and sold, but it can also be broken down by budget item and employees. For a more streamlined view, you can choose to exclude clients for whom no hours were worked in the period in question, or display billable contacts.
Watch several videos on our Youtube channel and visit our Tips and Tricks section in the Blog to continue your Collabox configuration!
If you have any questions, please contact us and we will be happy to answer you.
info@collabox.com (418) 907-9274
