If you are currently on the Bill4Time Enterprise plan and looking to request for a Custom Report, you can follow this guide to assist you through this process.
Whether you are submitting a brand new report request, or customizing any of the current Bill4Time reports, you will want to give as much detail and examples as you can so our developers know exactly how you want the report to look and run from the beginning.
Requesting changes to a current report:
Let's say you currently are using the Bill4Time "Project Summary" report but you have a few adjustments you would like made to it. First, export the report to Excel and write or include the changes you want. See attached "Custom Report Modification Example" below.
In the example, you can see what columns, filters, and sorting is requested.
Requesting a brand new custom report:
If you are coming from a different program and would like to continue using a report you have, you can include the example with your request. See attached "Custom Report Example" below.
In the example, you can see the full explanation of each field and where they will go.
Custom Reports typically take about 3-4 weeks to be completed, so the faster we have all the details we need, the faster the developers can complete the template. Please email [email protected] with your Company ID and example to get started today!