TidyAcademy

Step 1.

Head to Reports under the Reporting tab.

To run a report, click the purple play icon next to the report you want.

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Step 2.

A pop-up box will display with filters and fields to tailor the report to a specific timeframe or other more specific reports. You can also choose a format you want based on your use, Tidy has PDF, WORD, EXCEL and CSV formats.

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Step 3.

If you want to have a custom report, please click the help icon at the right top or the support button at the right bottom to raise a ticket to our support team.

More in this category

Want to learn more? Check out these related guides

How to run a report

There are many different types of reports that are available to run. The categories of these reports are: Project Reports, Time & Productivity Reports, Operational Reports, Sales Reports, Stock Reports, Administration Reports.

How to export data

This guide explains how to export project data.

How to export payroll

You can easily export payroll data from your Tidy account to a connected Payroll provider that Tidy offers. Tidy offers integrations with multiple Payroll providers. These are: Smart Payroll, iPayroll, IMS Payroll

How to add project adjustments to a project

In this module, learn how to add project adjustments to projects. These adjustments can be used to document 'variations' in the project that occur after the project has started, that were not taken into account in the original plan.

How to add time adjustments to a project

In this module, learn how to add time adjustments to projects. These adjustments can be used to document 'variations' in the project that occur after the project has started, that were not taken into account in the original plan.

How to create combined project invoices

Combined Project Invoices is only available on the Rocket plan of TidyWork, TidyBuild, and TidyEnterprise. With Combined Project Invoices enabled, Project items ready for invoicing on the Invoice Queue which have the same customer, can be combined onto one invoice.

How to use the project calendar

The Project calendar allows users to view Projects visually in a selected date range.

How to schedule resources and book time

If the Resource Scheduling feature is enabled for your organisation, your Project Managers will be able to write future booked time against your resources, and they will be able to see these allocations when adding time entries.