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How can I see contract totals for a client over a year?
How can I see contract totals for a client over a year?

Here's how you can use your Custom Columns to see the project totals for a specific client in a year.

Colin Connor avatar
Written by Colin Connor
Updated over 2 months ago

First, add your Contract Total Custom Column. (Article)

Then, put in your custom date ranges. (Article)

Next, you can filter this list by Contact. (Article)

Finally, you can download this list to CSV... (Article)

...And/Or Bulk Download the Invoices (Article)

Here's a more in-depth article that'll take you through more detailed results

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