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  1. CORE Help Center
  2. Using CORE
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  4. FAQs

FAQs

  • When scheduling statements, do we set up each client individually?
  • Can I customize the date range on a memorized report?
  • Can I create an A/R report as of a certain date?
  • Why do vendors show on my employee report?
  • Why can't I access reports in CORE?
  • How can I get a report of comp time?
  • How do I move or delete widgets from Dashboard?
  • Can I export the drill-down detailed report with the main report?
  • Why don't employee reports show terminated employees?
  • Can I view marketing projects on WIP reports?
  • Who can see the reports I memorize?
  • How do I download reports as PDFs?
  • How to control aging intervals on reports?
  • Can I disable dashboards for employees?
  • Why did some reports disappear from the Reports screen?
  • Why can't I see all projects on Contract Analysis report?
  • What software works well with CORE for reporting purposes?
  • Can I run reports on inactive projects?
  • Where can I find my custom templates in CORE?
  • After migrating to CORE, what's the best way to check if my financials transferred correctly?
  • Why are some dashboard widgets blank?
  • Can I exclude PTO from time & expense reports?
  • Is there a way to limit the data displayed on reports?
  • Why does Accrual Basis Profit & Loss report show different balance than Cash Basis?
  • When are the monthly scheduled reports sent?
  • Can I print 1099 forms in CORE?
  • Why don't retainer refunds show up on A/P Aging reports?
  • Can I export reports to Excel?
  • How to show memos on time and expense reports?
  • Can we add multiple headers on reports?
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