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Forum Post: RE: Year end report help

Assisting with report writing via a forum is very difficult. We can give you some guidance but if this doesn't help then you will want to take up the services of a Timeslips consultant. Reports > Create a Report > Create a completely new user-defined report > Invoice Transactions > Summary Listing > Invoice Totals with Fees-Costs-Int > Give your report a name > Open Report Entry > Go to Sort and Subtotal and clear the criteria already in there. Add the field that contains the Client Name you wish to display (Full Name, Nickname 1 or Nickname 2) > You can add selection filters if you wish then click print to display. This should give you a good basis to start from. It contains all the information you want plus a little bit more. You can remove the bits you don't want in report designer. Make sure you click save on any design changes you want to keep.

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