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?