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Configuration

Configuration has two halves.

Base data

Shared facts about your company, used by every report.

Page What it controls
Contacts Who can receive reports
Client services Billable/non-billable classification and chart colour
Holidays Public holidays per year and region
Employee time Working days, expected hours, vacation rules
Chart colours The colour schemes reports draw with
Disclaimers Fixed text blocks on PDF exports

Client services

Report configurations

One per report you want to produce — which project, which people, which period, which filters.

Project report configuration