Time & Expense Entry Reporting

The Reports tab is used to display or print your time and expense reports.

To view a report:

  1. Click the Reports tab located at the top of the screen.

  2. Click on the report name and then click the Preview report button located on the toolbar .

  3. If prompted, select the projects, dates, etc., from the filters presented and then click the Run Report button .

 

Use the available controls to print, page through, open as PDF or export/save the report (described below).

 

You can return to the Filters by clicking the Split view button in the upper right hand corner of the screen.

 

Areas of the Reports screen

To export (save) a report:

  1. With the report showing in the Preview area, click the Export drop-down list near the top of the preview window.

  2. Select in which format to save the report.

  3. Depending on which web browser you are using, you are prompted with Download/Open, Save or Save As options. Select one to complete the export/save process.