Click on Contact Reports then choose the desired report type. The next screen will show the report which can then be exported to a PDF, MS Excel, MS Word or RTF file by selecting the file type from the drop down list and clicking Export. Press Open or Save in the pop up dialogue box.

Click Create New User Defined Reports. See the section on Filters for information about the next screen. When you have finished filling in the fields and making selections press Next.

Select the grouping fields. For example, if you wish for the report to be grouped by City; select City. You can also select whether these groupings are displayed in ascending or descending order.

Select the sort by fields within the groupings, as well as whether to display them in ascending or descending order.

Add an optional report description. This description will show up on the report list screen.

Select the column margin width, and enter a report header and footer text, if desired. Click Save when finished, Cancel to exit, <<Previous to go back to the previous screen or, if you are editing a report and want to remove it, click Delete.

To view the report, click the report name on the report list screen. To edit the report, click the icon.

Click the View Track Time Report link. Select the dates for which you want to report the tracked time and select the type of file you want to export it in. Click Export and then click Open or Save on the pop up dialogue box depending on what you want to do with the file.

You can submit the report by clicking the Submit button or you can Cancel to exit the screen without taking any action.