Global Activity Reports

The global activity reports provide a very effective way to see what projects (or matters) have billable time against them.

The Activity Summary

Shows all activities (Tasks and Appointments) within the provided date range. First select the date range and whether to show only un billed activities then press the Run Report button. This report may take a few seconds to run, so please be patient.

The Activity Summary report is useful to review all activities to ensure that:

• They have the correct charge category
• They are linked to a project or opportunity
• The billing status is correct
• Any keywords are added for additional workflow.

*Just double click an activity from this list to open it and edit it. Makes editing super fun and easy!

The Un-Billed Report

To invoice activities, select the project from the list and double click it. Then go to the Sales Assistant tab and then Activities. From this view you can select which activities to invoice and press the invoice button. See this in action