Reports and Forms Overview
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      How do I calculate client profit when there is more than a single project for them?

      Step 1. Navigate to Reports > Financial Forms > 01 Client Profit

      Step 2. In the Client/Project field, select your client

      Step 3. Once the client has been selected, a field titled Include Related Projects will populate:

      • When a client is selected, and the related project is NO, only the client’s individual invoice amounts are visible; the related projects will not be factored into the calculation.
      • When a client is selected and the related project is YES, the client’s related projects are factored into the report.