How to see the Clients Report?

Companies that provide consulting or outsourcing services can analyze client hours using the Client reports module.

This module offers three report types: a summary of hours for all clients, hours by job site (location), and hours by employee. The data updates in real time and can be exported.

1. Access the client report

   • In the side menu, select Reports and then Client report.
     
     

2. Choose the report type

   • Use the drop‑down to pick Clients, Job sites or Employees.

   • Clients offers an overview of hours across all clients.

   • Job sites displays hours per location.

   • Employees shows hours worked by each employee for clients.
     
     

3. Set the period

   • Choose the date range using the calendar.
     
     

4. Apply additional filters

   • Click the filter icon to toggle Show inactive employees and Hide all supervisors.
     
     

5. Generate and view

   • Click Generate to display the table. The columns vary based on the report type; for example, the summary includes service points, employees and worked hours.
     
     

6. Export

   • Click the download icon to export the report in PDF or XLSX formats.
     
     

Tips or Troubleshooting

• Register job sites – ensure client service points are set up before generating reports.

• Empty tables – verify that there are recorded hours for the selected period.

• Supervisor visibility – hide supervisors when you need to focus on client hours.

Best practices

• Review client reports regularly to monitor billable hours.

• Use XLSX exports for deeper analysis.

• Share reports with management and clients as needed.

Frequently Asked Questions

1. What report types are available?
   Clients, Job sites and Employees.

2. Can I filter by a specific employee or client?
   Yes. Use the available filters.

3. How do I add service points?
   Go to the Clients module and add service points before generating reports.

4. Can I export the reports?
   Yes. Use the download icon to export to PDF or XLSX.

5. Are reports updated automatically?
   Yes. The data updates in real time.