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Generate a Revenue by Customer Report

Updated over a week ago

To generate a Revenue by Customer report that shows total revenue by customer for a specific time frame and sorted by either billed, collected, or outstanding, click the "Reports" tab.

Then under the "Financial" section, click "Revenue by Customer".

Choose the date range, crew, and billing type you want on the report from the dropdowns at the top of the page.

(Note: by default, it shows the current year to date).

Once your report has been generated, you can then export an Excel file, CSV file, or print the report.

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