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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 today

This feature is available on all Goodshuffle Pro Plans.

Want to track how much a client has booked with you over time? Here’s a quick way to get contract totals for a specific client using Custom Columns and filters.

Steps to Get Client Contract Totals

  1. Add your Contract Total Custom Column. (Article)

  2. Select your custom Date Range. (Article)

  3. Filter the Project List by Contact. (Article)

  4. Download the list to CSV. (Article)

  5. Or, Bulk Download the Invoices. (Article)

Need a deeper dive? Here’s an in-depth article that walks you through more advanced reporting.

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