Heads Up! If you see features in this article that aren’t in your account, this article may be what you're looking for instead.
You can create reports for any Work In Progress (WIP) you have with a client(s). WIP reports can be added to invoices, allowing you to bill clients at any time while working on a project rather than only when a project is complete. You can also print or export the WIP Reports from Canopy.
1. Navigate to Time on the globe navigation bar
2. Click WIP Report
Team Member
Drop-down menu will filter by team member assigned to the time entry
Owner
Drop-down menu to filter by the owner of the client
Group By
Drop-down will filter time entries by either Client or Client Group
When selecting Client, an additional option for "Client" will allow to filter to see only specific time entries for the desired client selected
When selecting Client Group, all time entries that have been added to any client within a client group will display
This will also display an option for an additional option to pick which client group you would like to view if needed
Service Item
The drop-down allows for filtering down to a specific service item
Date Filter
By Default, the date filter will default to the last 30 days. The date filter can be applied for any of the following:
Today
Yesterday
This week
Last week
This month
Last month
Year to date
Custom
Show scheduled auto-link time
This will display any time entries that will be automatically added to a recurring invoice
Please Note: If there is a large amount of data to print, there will be a pop-up letting you know that we'll email you a PDF when your data finishes processing.
Export to CSV file using the option menu
