How to generate reports?

Learn how to view analytics and generate custom reports

Sameer B. avatar
Written by Sameer B.
Updated over a week ago

Log in to your account as a client and navigate to the Reports page. Here, you will find various graphs providing insights into your team's global distribution, retention, cost, and spending. You also have the ability to generate detailed reports.

  1. Click on the Generate Report button.

  2. Select the desired report type from the following options:

    • Invoices

    • Expenses

    • Contracts

    • Team

    • Transactions

    • Work

  3. Click on the Export button and choose either CSV or Excel format for your report.

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