After selecting the report criteria, run the report and choose how to view, print, or download the results.
Run a report #
- Browse to Reports.
- Select the report that contains the information you need.
- Select the date or date range.
- Select only the filters needed for the report.
- Choose the output format.
- Review the remaining options.
- Select View Report.
The Reports page shows only the reports included in your security roles. Ask an administrator to review your report access if a report is not listed.
View, print, or download a report #
The available output formats depend on the report:
- HTML opens the report in your browser and includes Print.
- PDF opens or downloads a PDF file.
- Excel and CSV provide a file you can download.
- Other exports may provide a ZIP file, QuickBooks file, or another format made for that report.
Wait for the report to finish before running it again. Exported files may contain employee, client, cost, billing, or receipt information, so store and share them according to your company’s policy.