Scenario
User wants to create a Saved Search report for billable time that has not been invoiced.
Solution
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Navigate to Reports > Saved Searches > All Saved Searches > New
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Select Time
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Search Title: Enter Title
- Click Criteria Tab
- Click Standard
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Filter:
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Select Billable
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Select Yes
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Click Set
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Select Status
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Select Unbilled
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Click Set
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Select Date
- Select Time Frame based on preferences
- Click Set
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Select Approved
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Select Yes
- Click Set
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Note: For every required field use the drop-down menu to select it and once adjusted click Add if needed.
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Select Billable
- Click Results Tab
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Update Fields based on preferences
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Click Save & Run
Note: If Save & Run option is not visible, hover-over cursor on the down array of the Save button and click Save & Run.