Knowledge Base

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Knowledge Base

Reports

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

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Custom Reports

Status Coding Report

Custom Forms

Adding Pay Now links to Custom Forms

Logo Sizing

Custom Forms Basics

Customizing Templates

FAQ

Will a custom report shared with the whole team remain available if the report's owner is made inactive?

Which of a Client's addresses is shown on proposals and invoices?

Which report shows which item a proposal deposit is attached to?

How can I view itemized deposits on an invoice?

How can I set a vendor to non-taxable?

What does the "is in" operator do?

How can I export a report into Excel?

Where can I find a list of vendors that my company paid more than $600 to for 1099s?

Which report can show Trial Balance?

How can I change the font on a form?

Where can I collect the Business Benchmark Report that I purchased for 2022?

How can I rename a report without having to remake it from scratch?

Which font is used on Studio Designer's reports?

Which report can show the total amount spent on a Client/Project?

What are proposal deposits in Money In, and where can I view them all?

Where can I see the name of a report's owner?

What is the difference between voiding an invoice and making it inactive?

How can I view and download a P&L report by month?

Which report shows gross receipts broken down by Client?

Which report shows the total sales from a specific vendor (not shipping payments)?

Which report breaks down Time Billing hours for each Client?

Which report can show Client high/low pricing for an item?

Which report shows gross sales?

Which report can show me the detailed invoices, proposals, and payments applied for a Client/Project by date?

Do uninvoiced items that have cost that has been paid for count against the profit of a project?

How can I customize a spec sheet?

Which report can show the total payment history for a Client/Project?

Which report can show Funds Available across all clients?

What does open accounts payable represent?

Why do sales and prepaid taxes differ between the Project Worksheet and the Sales Tax by GL Invoice reports?

How can I filter reports by multiple Priorities (color/status) at once?

How can I view the full description for an entry in the General Ledger?

How can I sort reports by item number?

Which report can show proposals approved but not yet ordered?

What is the name of the font used for invoices, proposals, and purchase orders?

Which report can show open items that don't yet have an associated purchase order?

Can item notes be added when generating a spec sheet?

Why aren't notes showing up on an invoice when printed?

Which report is the best for generating a Client mailing list?

Why is freight showing on proposals when "Show Other Costs" is off?

Why can't I access a specific custom report anymore?

When printing reports, is there a print view that shows exactly how it will appear printed (not a preview)?

Can proposals and invoices be deleted?

How can I print a report?

Which report shows what payments were made toward a purchase order?

How can I remove Designers' names from a Time Billing invoice?

Which report can show all payments for a Client/Project including check number and amount?

Can I pull a cash basis Sales Tax report?

Which report shows the delivery status of all items in the procurement stage for a Client/Project?

How can I make my Purchase Order one single page?

Which report shows what quarterly sales tax payments should be?

Why is a reversed payment still showing up on Accounts Receivable?

How can I set up default Items to Display on proposals?

How can I make all custom reports for a specific user inactive?

Which report shows Sales Tax for a specific month?

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?

Is there a way to reflect a running balance on Time Billing when a customer has provided a retainer?

Which report can I use to show commission, aka mark up?

How do I select certain 'items to display' on my proposals so that they automatically fill in?

Why doesn’t my Sales Tax by GL Invoice match the figures on Income Statement Current Year?

How do I generate an Accounts Payable report that will show all entries recorded?

I have modified report "03 Cash Disbursement byItem" and would like to add the item image but it's not one of the choices on the Edit Report screen. Can this be added?

What’s the best report to show my annual revenue to give to my accountant?

Where can I find my total operating receipts/gross income for this year?

Is there a report that can show the changes and flow of Funds Available on a client account?

On proposals and invoices, is there a way to hide the other charges and sales tax on the item but not on the bottom total?

How do I create a RFQ with multiple items on one page?

How can I generate a report for payroll purposes?

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