Create a Billing Report
Written by Avery Simmons
Updated at April 25th, 2022
Billing reports are designed to show you a detailed breakdown of different billing metrics in Canopy. You can access reports related to time on the Time Reports page located under Time on the global navigation bar. The guide for time reports can be found at Create a Time Report.
To get started reviewing these reports, click Billing on the global navigation bar.
To get started reviewing these reports, click Billing on the global navigation bar.
Roles/Permissions:
- Roles: Admin
- Permissions: Reports
1. Choose Reports from the slide-in menu.
2. Select a relevant report. Report options are as follows:
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Report type: |
Permissions requirements: |
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Billing Reports, Contacts Not Assigned (to see all contacts) |
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Billing Reports, Contacts Not assigned |
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Billing Reports, Contacts Not Assigned |
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Billing Reports, Contacts Not Assigned |
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Billing Reports, Contacts Not Assigned |
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Billing Reports, Contacts Not Assigned, Team Member Salary |
3. Some reports allow you to show the breakdown according to different time periods. To use a preset time breakdown, click on the preset dropdown menu.
- Choose to show a breakdown by week, month, quarter, or year.
4. Some reports can also be broken down to a custom date range. To select a custom date range, click on the date dropdown menu.
- Choose one of the quick toggles on the left side of the dropdown menu, or utilize the calendar to select a specific date range.
- After selecting the necessary custom date range, click Apply.
5. Reports can be exported as a CSV file. To export a report, click the options menu in the applicable report's viewing page.
- Click Export CSV.
