This article will provide users with a step-by-step guide on how to generate a raw data report of Clients with billable services for a specific period of time.

Questions answered in this article:

  • How do I generate a report for clients with billable services? 

Generate a report of  clients with billable services

  1. On the Raw Data Reports page, select the All Submitted Tab > Click on the Search box > click Invoice Period.

  1. On the Invoice Period filter > choose desired Month of the report.

Note: you may choose a range of dates of less or more than a one-month period.

  1. Click on the search box and select the Entry Type from the list > click the dropdown list to select a Service.

  1. Click the Columns button to select all field columns to appear in the report.

  1. The grid below will display the generated list.

  1. Click the Download Report button.

  1. Here is the sample downloaded report of a Client with billable services for a selected period of time.