Chargeback Report
Written by Don
Updated over a week ago

The Chargeback Report allows you to report on Job Charges, aggregated based on your Customers. This report helps you understand how much work you are doing for Customers within a defined date range.

Supported parameters include:

  • From and Through Dates

  • Additional Information to Display for Charges, Jobs, and Customers

  • Export in PDF or Excel format

Let's say we wanted to run a report on all charges entered from 07/28/17 through 07/30/17.

  • Enter the following parameters:

  • Specify PDF or Excel export:

  • Lastly, click the 'Generate' button. Your report will then appear:

  • If you wish to add further specificity to the report output, you can leverage the 'Extra Data' dropdown fields in the report parameters to include additional information

If you're following the training plan, please proceed to: Billable Utilization Report.

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