Download Reports
In this article we are going to go over how to download reports for billing and tasks. These will be helpful in seeing and keeping a record of your billing and tasks over a selected time period. First, navigate over to left hand side and click 'Reports'. Select 'Billing Report' or 'Task Report' and the date range you want to download the information.
If you selected 'Billing Report' this will download a CSV with the project information, such as the state of the project (active, pending, etc), date ordered, address, client name and email, payment method, property details, price totals of the order, and packages or addons selected.
If you selected 'Task Report' this will download a CSV of the task information, such as the address, who the task was assigned to, compensation of the team member, project status, date of the task, client name, price totals of the order, and packages or addons selected for the order.