With our Enterprise Add-On enabled, you have the option to submit Custom Report requests or customize any of the current Bill4Time reports in your account! (Please click here for more information about the Enterprise Add-on.)
When submitting a Custom Report request, you will want to give as much detail and examples as possible. This way our developers know how you want the report to look, and exactly which data you're wanting to see. Please refer to the information/instructions below, depending on which type of request you would like to submit.
Custom Reports (and modifications) typically take about 4-6 business weeks to be completed, depending on complexity. The faster you submit/confirm all the details we need, the faster the developers can complete your request!
REQUESTING BRAND NEW CUSTOM REPORTS
Let's say you're coming from a different program and would like to continue utilizing a report you had access to there. Or perhaps you just need to report on data that Bill4Time doesn't currently provide a report for. Please follow the instructions below to submit a Custom Report request:
- Start by creating a visual sample in Excel, to demonstrate how you'd like your new custom report to be formatted. (Please see the attached "Custom Report Example" attached below, for a quick sample of what could be adjusted when requesting a custom report.)
- Complete the Custom Report Request Form attached below.
- Email both the sample and the Custom Report Request Form to support@bill4time.com along with your company ID, and a support agent will coordinate with you to submit your request to our developers!
Turn-around time for Custom Reports: 4-6 business weeks
Please note: this can sometimes take longer, depending on the complexity of your request. A support agent will keep you updated on your report's progress as it moves through development.
*Please note: When the development work is complete and the Custom Template has been released to your account, if additional modifications are desired the additional work can take another 3-4 business weeks.
REQUESTING CHANGES TO CURRENT REPORTS
Let's say that you currently use the Bill4Time "Project Summary" report, but you have just a few adjustments you'd like made to it. Please follow the instructions below to submit a Report Modification request:
- Start by exporting the report you'd like to modify into Excel and mock up any changes you'd want our developers to make. (Please see the attached "Custom Report Modification Example" attached below, for a quick sample of what could be adjusted when requesting a report modification.)
- Complete the "Custom Report Request Form" attached below.
- Email both the mock up and the Custom Report Request Form to support@bill4time.com along with your company ID, and a support agent will coordinate with you to submit your request to our developers!
Turn-around time for Report Modifications: 4-6 business weeks
Please note: this can sometimes take longer, depending on the complexity of your request. A support agent will keep you updated on your report's progress as it moves through development.
*Please note: When the development work is complete and the Custom Template has been released to your account, if additional modifications are desired the additional work can take another 3-4 business weeks.
EXAMPLES AND REQUEST FORMS
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