This article we will explain the steps in creating a timesheet by job report that you can send to your customers.
Step 1: Navigate to Reports
Step 2: Select Timesheets by Job (New) under Reports
Step 3: Select Jobs
Then find the job you wish to create the report for.
Step 4: Choose Report Grouping
Select 'OK' or to group by a specific field.
Select to group by either Task, User or Date. In this example, we have selected Task.
When chosen specific group click OK.
Step 5: Timesheets by Job by Task
Change the date range as neccessary, tick all the options that apply to you then click Preview to refresh. When happy click Send.
Step 6: Send Timesheets by Job by Task
Select the customer you wish to send to or enter in new customer through Add Recipient.
Step 7: Send Message
Edit the email how you like and when happy click Send.