Reports & Invoices

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Reports & Invoices

4 articles

How do I run a report?

Click your name at the top of your dashboard. Select Administration. Click Reports in your Administration menu. Select the report you want to run. Enter the requested information. Click GENERATE or D…

Updated 3 months ago by Jennifer B.

How do I access a report that I requested?

After you request a report, you are sent a notification containing a link that allows you to download your report. This link is valid for 30 days, after which the report must be re-run.

Updated 1 year ago by Jennifer B.

How do I know if an invoice has been processed?

You receive an email notification when an invoice has been processed. A PDF copy of that invoice is added to your Files tab, and the project's primary contact receives an email notification.

Updated 3 months ago by Jennifer B.

How do I access invoices I have requested?

After you request a report, you are sent a notification containing a link that allows you to download your report. This link is valid for 30 days, after which the report must be re-run.

Updated 1 year ago by Jennifer B.