Implementing the report

Note:  As of Release 89, currently, you cannot import the historical payroll batch data. Please engage with ClientSpace Professional Services for an interim solution.

Overview of things to do

1. Before you can implement the Client Profitability Report, contact the ClientSpace Professional Services team.
2. When you have an implementation strategy, then activate the Merge record and the report links.
3. After you address these items, you are ready to generate the report.

Topics in this section