File Status and Historical Reports

The File Status view lets you check which reports have already been calculated and emailed to clients.
This prevents duplicate sends and provides a quick audit trail.

Viewing file status

1. Go to Client Invoicing → Reports → Time Allocation Reports.

2. Select a date range.

   • If you choose a period where no reports exist, the table shows No Files Created.
   • Selecting a previous reporting period (for example, 1 – 12 September) displays any existing files.

3. Review the File Status column.

   • Calculated = report generated but not yet sent.
   • Emailed = report successfully delivered to the client.
   • Available = report visible in the client portal.

Why it matters

• Confirms that every client has received the correct report.
• Shows the history of past calculations.
• Simplifies quality assurance at month-end.

Notes

• You can recalculate a report for the same period if updates were made after the original run.
• Always verify the date range before recalculating to avoid overwriting prior files.