Knowledge Base
Visit our Learning Hub
Contact Support
Go to Customer Portal
Sign in
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
FAQ
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
StudioPay
StudioPay Toolkit
Getting Started
Financials: Disbursements, Refunds, and Payment Disputes
StudioPay Reporting
Stripe and Payroc
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
Monthly Release Notes
Onboarding for New Users
Onboarding Articles
Studio Designer Account
About Studio Designer
Back to home
Knowledge Base
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
FAQ
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
StudioPay
StudioPay Toolkit
Getting Started
Financials: Disbursements, Refunds, and Payment Disputes
StudioPay Reporting
Stripe and Payroc
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
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
FAQ
Which report shows Sales Tax for a specific month?
Are reports accrual or cash basis?
Which report shows all items purchased for a client or project?
Which report shows the total amount spent on a single client or project to date?
How can I backdate a purchase order (PO)?
Can Tax 1 and Tax 2 be broken down separately on a report?
How can I share a custom template?
How can I pull a Trial Balance report?
Why can't I delete some specific custom reports?
How do I run a Profit and Loss (P&L) report?
Which report can show prepaid Sales Tax?
Are Studio Designer reports accrual or cash basis?
See more
