The quotes report allows you to report on your quotes, with various filters. After you run the report, click on the download icon at the top right of the report table to export in CSV, Excel or PDF formats.
The clients report allows you to view clients by the date you added them to PlanMan. To export the report, click on the download icon at the top right above the table.
When reporting on invoices, you have the following options: From/To date Select dates here to see invoices created betqeen those dates. Report You can select the following reports: Outstanding invoices Paid invoices Draft invoices All invoices Sage ...
The projects report has the following options: From/To Dates Select dates here to see projects started between those dates. Completed Date From/To Select dates here to see only projects completed between those dates. Owner Select a user to only see ...
User time recording report
To report on the time logged against your project stages by your users, run this report. Select the date range you want to report on, then click the "Run Report" button. Click the download button at the top right of the table to export the report. ...