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Reporting
Learn how to create reports in Canopy that help you understand employee productivity, profitability and more!
21 articles
Introduction to Time & Billing Dashboards and Reports
Create a Billing Report
Aged Receivables (AR) Summary
Aged Receivables (AR) Detail
Profitability Report (Billing)
Revenue by Client
Revenue by Service Item
Revenue by Team Member
Utilization by Team Member (Billing)
Hours Tracked by Client
Hours Tracked by Service Item
Hours Tracked by Team Member
Create a Time Report
Productivity by Team Member (Time)
Utilization by Team Member (Time)
WIP Report
Create a Work in Progress (WIP) Report