Generate a Report

Create on-demand reports to analyze revenue, time tracking, client activity, expenses, audits, and compliance.

Steps

1. Click Reports in the sidebar.
2. Select a report type:
   • Revenue -- income breakdown by client, service, or period
   • Time -- hours logged by team member or project
   • Client -- client activity and engagement summary
   • Expense -- cost tracking and categorization
   • Audit -- audit trail of system actions
   • Compliance -- regulatory status and deadline tracking
3. Set the date range for the report.
4. Apply any additional filters (client, team member, category).
5. Click Generate.
6. Review the report on screen.
7. Click Export and choose PDF or Excel to download.