How to Access Client Invoice Reports and Request Extended Periods
Summary: This article addresses the availability of client invoice reports and the limitations on the reporting period.
Client Invoice ReportsReporting Period Limitations
Currently, client invoice reports can only be generated for a maximum period of three months. This limitation was implemented in a recent update to the reporting system.
Options for Extended Reporting
While direct access to reports for a year is not available due to system performance concerns, users can request reports for longer periods through customer support. The support team can export the necessary data from the backend upon request.
Steps to Request Extended Reports
If you need reports that cover a period longer than three months, follow these steps:
- Contact customer support via email.
- Specify the desired reporting period and any particular group filters you require.
- The support team will process your request and provide the report in the desired format (e.g., Excel, PDF).
Conclusion
While the system currently restricts report generation to three months, users can still obtain longer reports by reaching out to customer support. This ensures that users can access the necessary data without compromising system performance.
As long as it is not a custom report we can provide