> Reports / Report Types / Business / Client Period

Client Period

This report enables you to obtain a list of clients and key information about them and their projects.

The report covers a specific period of time.

To open the report setup screen, open the Reports view in the left-hand pane.
Click Business in the left-hand pane.
Click Client Period in the left-hand pane.
The report setup window opens in the main desktop. Specify the necessary report options.

The From Date and To Date fields specify the span of time the report will cover.

The Report Filters and Grouping tabs enable you to use the Client, Client Analysis Grouping and Project Analysis Grouping drop-downs to control which clients and projects are included in the report.
Click Submit to generate the report.

Contents of the report

Column	Description
Client	The client's name.
Alternative Client name	The client's alternative name, if any.
Project	The name of the relevant project.
Time in Period	The monetary value of the time worked on the project within the period of time covered by the report.
Overtime in Period	The monetary value of overtime worked on the project within the period of time covered by the report.
Billed in Period	The monetary value of the amount billed on the project within the period of time covered by the report.
Manager Project Manager Project Type Status Supervisor Type	These columns specify the project analysis groups the relevant project belongs to.