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Frequently Asked Questions

What is the Retainer Summary Report?

The Retainer Summary report is a detailed breakdown of all time tracked by you and your team for any Client that has a Retainer.

Note: This report is available if you have Retainers on your plan.

You can run a Retainer Summary Report by doing the following:

  1. Go to the Reports section
  2. Select Retainer Report under Time Tracking Reports.

There are a few things you're able to change when running the Profit & Loss Report. Click on the button next to the Report title, and you'll see some filters:Overview of retainer summary report.

  • Client - Choose which Client’s Retainer you’d like to view
  • Period - Choose a period from your Client’s Retainer to view specific time entries from
  • Group By - You can choose to organize the entries by Team Member, Client, Project or Service

 

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