Exporting Activity Codes for Client

[5aedacb4]

I have specific memos and activities codes already set up for a client. For budgeting purposes, they need to see how much time was spent on a certan task.

Is there a way to export by client, memos/activity codes over a certain time period.

Thank you.

[AndreaG]

Hi Rory,

You could customize your Weekly Summary report to include a Memo column like this. If you need a certain time period, this report can go back a year and you can filter by a custom date range. Feel free to download the report as a CSV file for further editing if needed!

Hope this is helpful,

[garimagoyal10]

This helps a lot in pulling yearly reports with task and memo. Thanks