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:
- Go to the Reports section
- 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:
- 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