Reports

active
Total logged
10h 15m
Uninvoiced
0h 0m
Entries
5
Invoices
0
Time by team member
Team memberEntriesHours
Caleb Harvey510h 15m
Recent time entries
Last 5
DateDescriptionWhoDurationStatus
31 Mar 2026- Add new figures to PDF export layout - Update summary fields and calculations to include new figures - Recalculate all totals to ensure accuracy - Test PDF export to confirm figures and totals display correctlyCaleb Harvey1h 30minvoiced
30 Mar 2026- Added buttons to mark Valuation columns as Paid - Updated scripts for Valuation button to update its records independently - Updated scripts for Tax button to update its records independently - Adjusted show/hide rules to correctly hide/show Valuation marking buttons - Adjusted show/hide rules to correctly hide/show Tax marking buttons - Verified all buttons trigger the correct scripts without affecting other data - Tested report functionality to ensure Valuation and Tax updates are accurateCaleb Harvey2h 30minvoiced
27 Mar 2026- Add valuation columns in Franchisee Management report - Split all jobs into Tax and Valuation by defining new table occurrences and relationships for Report Prep Fee - Split all jobs into Tax and Valuation by defining new table occurrences and relationships for Management Fee - Update portal summaries and calculations to reflect new Valuation columns - Validate all totals, summary fields, and related calculations for accuracy - Test full report functionality in FileMaker to ensure data integrityCaleb Harvey2h 0minvoiced
26 Mar 2026- Export franchisee reports with these headings (ignore the numbers): Emails Sent Since December 1st - Emails Sent Last Week - Calls Made Since December 1st - Calls Made Last Week - Contacts Reached Out To Since December 1st - Contacts Reached Out To Last Week - Meetings Since December 1st - Meetings Last Week - Referrers Contacted Since December 1st - Referrers Contacted Last Week - Send these reports through to LorenaCaleb Harvey2h 15minvoiced
16 Mar 2026- Updated search calculation for jobs to use completion status date instead of payment date - Applied same calculation change to referrers search logic - Tested updated search behavior across multiple scenarios for accuracy - Validated correct job inclusion based on completion status dates - Exported historical records where completion dates fall outside payment date ranges - Reviewed mismatches and confirmed successful implementationCaleb Harvey2h 0minvoiced
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