The Block Contracts Balance report shows contract details, as well as a summary of the selected time period(s), including a drill down into each ticket, hours/money used, remaining, and overage (if applicable).
To generate the Block Contracts Balance report:
1. From Reports (on the side panel), click on Block Contracts Balance report.
The Block Contracts Balance report appears.
2. Select a customer, contract, and time period(s) from the drop down menus.
Note: Only time periods relevant to the selected customer and contract appear.
3. Click Generate. The report appears.
Note:
- Only closed tickets appear in the report (tickets must be closed within the selected time period).
- Total rollover balance does not appear in the report.