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Reports

Reports

Over 100 off-the-shelf reports, representing the requirements of our users since 1999. Browse the library of examples here, or call the support team and we can help match something to your needs.
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  • All Reports

  • Job List Report

    The Job List report provides a summary of projects, including key project information such as client, project description, status, owners, office, dates and financial details. Filter and group projects in a variety of ways to produce project registers, review active or completed work, and export project information for reporting or analysis.
  • New Clients Between Dates Report

    The New Clients Between Dates report gives a simple list of jobs (projects) created between two dates, optionally filtered and/or...
  • Current Client Contacts Report

    The Current Client Contacts report gives a list of all contacts associated with clients. The report shows only current contacts...
  • Current Jobs and Tasks Report

    The Jobs and Tasks report gives a list of jobs with associated tasks, estimated time and fees. Formerly only available...
  • Clients and Jobs Not Billable Report

    The Clients and Jobs Not Billable report gives a list of clients and their jobs which are not billable. This...
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