Invoices and operations
Run, filter, and export a JobBuddy report to CSV or PDF
Run the intended saved report, validate its scope and totals, and export the correct format. Follow the current customer-facing workflow and verify access, status, and resulting records before continuing.
Before you begin
- Audience: Reports Admin, manager, company admin.
- Report access
- saved report for custom runner
- data in scope
- company-admin gate for Billing/flexible time routes.
Reports (#/reports) → run #/reports/:id/run; Billing Report #/reports/billing; time report #/jobclock/reports/flexible
Run, filter, and export a JobBuddy report to CSV or PDF
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Open the workspace
In JobBuddy, go to Reports (#/reports) → run #/reports/:id/run; Billing Report #/reports/billing; time report #/jobclock/reports/flexible.
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Confirm access and starting state
Report access; saved report for custom runner; data in scope; company-admin gate for Billing/flexible time routes.
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Complete the main setup
Review report selection, date/runtime filters, group/subtotal/grand total, CSV versus PDF, project-embedded mode, Billing Report and time report boundary, empty results, access-filtered data, and validating totals before external use.
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Review the important choices
Do not mention scheduled delivery until verified.
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Verify the result
Run the intended saved report, validate its scope and totals, and export the correct format.
Expected result: Run the intended saved report, validate its scope and totals, and export the correct format.
Troubleshooting
The page, control, or action is unavailable.
Confirm the required access and starting state: Report access; saved report for custom runner; data in scope; company-admin gate for Billing/flexible time routes.
The result is incomplete or unexpected.
Saved definition, current access, date window, project context, grouping/subtotals, formulas, pagination, and export formatting can produce apparently different results.
The issue remains after checking the record.
Capture the exact visible error, record status, approximate time, and intended result. Give support only the minimum customer-safe evidence needed to trace the problem.
What happens next
- Run the intended saved report, validate its scope and totals, and export the correct format.
- Review the resulting record, status, notifications, and related history before continuing downstream work.
- Use the related guide when the next action belongs to another JobBuddy workflow.