Creating a Custom Report

1. Click the Custom Report tab.
2. Set a Name and Timeframe (This Month, Last Month, This Quarter, This Year, or Custom).
3. Apply Filters: clients, projects, task statuses, priorities, team members, invoice/expense statuses.
4. Toggle Data Sections: Revenue, Net Profit, Projects, Tasks, Time Tracking, Invoices, Budget, Expenses.
5. Click Run Report to see detailed breakdowns.
6. Click Save Report to store the configuration for future use.

Tip: Save a ‘Monthly Client Summary’ report filtered by a specific client. Re-run it at the end of each month for client reviews.