Reports & PDF Export

What it is

Under Manage → Reports you filter and export bookings – from the overview to the customer proof.

Filtering & saved searches

1. Open Reports.
2. Set filters: period, Account, Project, Job, status and more.
3. Save frequent filters as a saved search and recall them later with one click.

Creating a PDF proof

1. In Reports, click PDF.
2. The columns dialog opens:
   • Pick a preset: Invoice (lean), Internal (with Booked, user, status, billing type) or Compliance (everything incl. times) – or your own presets.
   • Select/deselect columns with checkboxes and sort them by dragging.
   • The live preview shows the first bookings.
3. Create PDF – the PDF shows exactly your columns in your order.

Saving as a preset

In the dialog, + Save as preset opens a field for the name. Managers can share a preset team-wide (visible to everyone), otherwise it stays private.

Role rule: Sensitive columns like rate appear only for managers and admins – even if a user selects them in a preset.

Branding

On Business plans, the proofs carry your logo, your primary color, a letterhead and a footer. Setup: see Administration.

Multiple currencies

Bookings in different currencies are summed per currency – without conversion. The proof shows a “totals per currency” table.

Batch export (ZIP)

Instead of one large PDF, you can generate a separate PDF per account and download them all together as a ZIP (Business+).

Other export formats

Besides PDF, CSV, JSON and XML are available; plus summary and budget CSV. For budget reports, see Budgets.

Tips & pitfalls

• For customer invoices, use the Invoice preset – it filters out non-billable rows and shows no internal data.
• A shared preset, once saved, is available to the whole team – ideal for a consistent proof format.