Clients Table View

Learn about the Clients Table View.

Written by AndreiLast update 11 months ago

To view all your clients in a tabular format along with their corresponding details, go to Clients ā†’ choose Table View from the second column.

These details (columns in this case) include the clients:

  •  Active projects

  •  Archived projects

  •  Employees Involved

  •  Hours worked in seconds

  •  Hours worked

  •  Status

  •   Unbilled AR

  •  Created on

Which you can further display or hide with a click on the Show icon ā†’ Check/Uncheck the box in front of them.

For information about a specific project or user involved, use the Add Filter option in the top left corner.

You can also export clients together with the chosen filters and columns as a CSV file from the Export as button.

NOTE: This view is useful when you need to keep an eye on your clients' rentability and see who brings in the most cash as compared to the number of total worked hours.

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