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Knowledge Base
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Reports
  • Projects
    • Items
    • Proposals
    • Purchase Orders
    • Invoices
    • Document Sharing
    • Client Portal
    • Studio Capture
    • Inventory
    • Products
    • Address & Contacts
    • Images
  • Accounting
    • Money Out
    • Bank Import
    • Reconcilliation
    • Make Deposit
    • General Ledger
    • Money In
    • Close the Year
    • Journal Entry
  • Time Billing
    • Time Billing
    • Activities
  • Reports
    • Reports and Forms Overview
    • Custom Reports
    • Custom Forms
    • Document Share
  • Settings
    • Settings: My Company
    • Payment Defaults
    • Settings: Accounting
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    • Settings: Advanced
    • Settings: Priorities
  • Stripe and Payroc
  • Video Tutorials
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  • Getting Started
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    • Advanced Topics
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    • Best Practices
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    • External Support Resources
    • In-House Support Resources
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    • Studio Designer Mobile App
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    • Vendor Discount
  • Troubleshooting
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    • Import
    • Items
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    • My Employees
    • FAQ
    • Technical Errors
  • Release Notes
    • Patch Notes
    • Monthly Release Notes
  • Onboarding for New Users
    • Onboarding Articles
  • Studio Designer Account
  • About Studio Designer
      Back to home
      1. Knowledge Base
      2. Reports
      • Projects
        • Items
        • Proposals
        • Purchase Orders
        • Invoices
        • Document Sharing
        • Client Portal
        • Studio Capture
        • Inventory
        • Products
        • Address & Contacts
        • Images
      • Accounting
        • Money Out
        • Bank Import
        • Reconcilliation
        • Make Deposit
        • General Ledger
        • Money In
        • Close the Year
        • Journal Entry
      • Time Billing
        • Time Billing
        • Activities
      • Reports
        • Reports and Forms Overview
        • Custom Reports
        • Custom Forms
        • Document Share
      • Settings
        • Settings: My Company
        • Payment Defaults
        • Settings: Accounting
        • Settings: Items/Products
        • Settings: Track Time/Activity
        • Settings: My Employees
        • Settings: Clients/Projects
        • Users & Accounts
        • Settings: Advanced
        • Settings: Priorities
      • Stripe and Payroc
      • Video Tutorials
        • Studio Designer Training Series
      • Getting Started
        • Setup Topics
        • Advanced Topics
        • Key Terms
        • Upgrading to Studio Designer from Another System
        • Best Practices
      • Support Options
        • External Support Resources
        • In-House Support Resources
        • Migration
      • Mobile App
        • Studio Designer Mobile App
      • Discounts
        • Vendor Discount
      • Troubleshooting
        • Sales Tax
        • Studio Capture
        • Adding Users/Licenses
        • Import
        • Items
        • Time Billing
        • Payments
        • Emails
        • Projects
        • My Employees
        • FAQ
        • Technical Errors
      • Release Notes
        • Patch Notes
        • Monthly Release Notes
      • Onboarding for New Users
        • Onboarding Articles
      • Studio Designer Account
      • About Studio Designer

      Reports

      Reports and Forms Overview

      • How do I calculate client profit when there is more than a single project for them?
      • 1099 Reports
      • Can I Export Invoices, Proposals, and Orders to Excel?
      • Reports Overview
      • Report Categories
      • Themes & Reports Overview
      • Exporting a Report to Excel
      • Report Filters
      • Report Filter Operators
      • Adding Filters to Reports
      • Define, Specify Data, Upload Template, Generate Tabs
      • How Do I Make a Report My Default
      • Check Form Descriptions
      See more

      Custom Reports

      • Status Coding Report

      Custom Forms

      • Adding Pay Now links to Custom Forms
      • Logo Sizing
      • Custom Forms Basics
      • Customizing Templates

      Document Share

      • Saving Space on Client Documents
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      Knowledge Base
      • Visit our Learning Hub
      • Contact Support
      • Go to Customer Portal
      • Sign in
      • Schedule a call