Reports

Paymo offers one of the most robust reporting systems in the industry. It’s easy to create fully customized financial reports that use any amount or combination of client information – and export them in a number of formats.

Financial reports in Paymo

Powerful reporting at your fingertips
To create one, click the Reports tab on your Paymo dashboard. You’ll see list of your saved reports and be able to create new ones. There are two types:

Static − a snapshot of your timesheet data at a particular moment in time
Live − up to date information about timesheets, generated each time someone views the live report
You can share them with your clients to let them see how time is being spent on their projects. If you share live reports they’ll get a close to real-time view of what’s happening.

Customizing reports
You can customize the information you want to include in a report with advanced settings. You can group your reports by day, exclude non-billable tasks, and exclude billed time or round-up time entries to your minimum billing time. You can also include bar charts directly in the report.

Customizing a report in Paymo

Invoicing & Financial Add-ons