: For external analysis (e.g., in Excel or Numbers), you can export lists of invoices, estimates, or time entries. Select the items you want to report on and use the Export function to save them as a CSV or Excel file.
: You can add a Grand Total field to your report layouts to automatically sum up line items. This is typically done within the Layout Editor by dragging the appropriate data field (e.g., Total ) into the footer section of your document. Key Features for Reporting GrandTotal 8.0.2.4
: The dashboard provides a high-level report of your business health, including upcoming deadlines and revenue trends. : For external analysis (e