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Company report configuration

Defines the company report.

Configuration

Options and estimates

Option Effect
Client services Which services count towards the totals
Per-employee breakdown Adds the employee section to the dashboard and the PDF
Per-customer breakdown Adds the customer section, grouping hours by the contact linked to each bexio project
Estimates Draws budget reference lines
Disclaimer A disclaimer for the PDF
PDF language The language this report's PDF is written in. Workspace default follows the PDF layout setting; pick a language to pin this one report for a reader who does not share it

Both breakdowns are optional and off by default — turn them on only if you want them in the export, since they lengthen the PDF considerably.