Bill4time report filters9/24/2023 ![]() ![]() Once this is completed, your saved report will show in your Favorite Reports dashboard so once you click the report, it will run with the saved filters you chose previously. Simply open the Clients.csv contained within the zip file to view your list of Clients with addresses, phone numbers, emails, etc. When in a report, click the Save Filters button to choose a name and description for your report.Find out which software is best for your business today. csv files for clients, projects, time & expense entries, etc. Compare Bill4Time and ZenCase based on features, pricing, verified reviews, integrations & more. Once the backup is completed, a zip file will be downloaded to your computer which contains individual.Bill4time is a legal time tracking and billing software that you can use for your. Access time entries and expenses within specific time frames or aggregate with just a click. Entry Specifics Calculate time and expenses by user, client or project. Run historical activity of trust accounts. Once you have generated a report using your preferred filters, click the Save Filters button. You can filter tasks to see which tasks are pending and completed. Client Details Show time, expenses, file uploads and note entries. This report is designed to highlight the total non-billable amounts versus billed amounts. Moreover, with these multi-group options, it enhances your ability to draw meaningful conclusions from the totals of these groupings. If youre setting up special filters for a report that you want to use every time, click the blue Save Filters button so keep your selection for next time. This enables you to see the progress of each. The flexible and intuitive report filters allow you to drill into your account and access detailed data. Account Manager filter added in the summary reports With this additional filter, you can group your information by account manager. To export this report into Excel format, simply click the small gray Excel icon at the top right of the report after generating to save a spreadsheet of these client contact details.Ĭlick here for further instructions on backing up your account data Here’s a Pro tip on how to organize your Reporting If you find yourself generating the same report using the same filters, you can save those filters to your Favorite reports. The report gathers up all the projects with set due dates, and displays the created date, due date, account manager, labor time, billable time, and more.Simply check the box next to " Show Contact Details" then Run Report for those client email addresses to be included. ![]() From the Entry & User section, select the Client List report and click on " Show Advanced Filters".This report can be found in the Entry & User section of the main Reports tab A list of Clients with their detailed information (such as address, phone, and email contacts) can be found in 2 ways:
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