Invoices by Client Report gives a list of clients and their invoices between selected dates. In this report, the value of time & cost is shown based on charge rate.
This report is a useful one for managers to compare the invoiced amount and the value of time & cost for the invoice.
Invoices by Client Report Continue reading
New Job Listings Between Dates report gives a list of new jobs created/confirmed within a selected date range.
New Job Listings Between Dates Report Continue reading
Chart of Invoice Listing Report gives two views of revenue earned.
A chart of the total amount invoiced per month, as well as a chart of cumulative amount invoiced. Both include a comparison to the previous calendar year/years.
These charts are useful as a visual representation of the performance of a company with regards to income earned, and to compare monthly and yearly performances.
The filter options allow you to view and compare revenue by office. You can also view performance by a selected client or job.
Chart of Invoice Listing report Continue reading
Repeat Clients report gives a list of clients within a selected date range. Repeat Clients are those who have more than one associated job in the system.
This report may be used to show the relationship a job owner is cultivating with clients and any repeat work that is coming in from a client.
It can also be used to help assign job owners to a job by reviewing any history they have with a client.
Repeat Clients – Between Dates report Continue reading
Job List report gives a list of jobs (projects) with relevant essential information regarding each job. It’s a handy report for project managers to review projects by job type, and project status. Continue reading
The Timesheet Entries report shows all time and cost for the chosen criteria.
There are quite a few variations on the ‘basic’ timesheet entries report with options for lots of different filters, groups and sub-groupings.
It is often used in conjunction with the
Manage WIP Screen, or the Unbilled Work Quick Summary to determine what can be billed each month.
Timesheet Entries Report
Job Feedback Report gives a list of Job Feedback information for jobs within the selected date criteria.
Job Feedback Report Continue reading
Clients by Client Office report gives a list of clients by each client office.
Clients by Client Office Report Continue reading
Jobs to make Non-Current report gives a list of possible current jobs to make non-current due to no action on them since a selected date.
Jobs to Make Non-Current report Continue reading
Subconsultant Reports By Job report option gives a selection of summaries of all subconsultant work for a selected job.
From one menu choice in the reports screen three types of reports can be produced –
Subconsultant Fees and Costs by Job, Subconsultant Fees and Costs by Job Detail and the Subconsultant Invoice Supplement.
Subconsultants Fees and Costs by Job Report
Subconsultant Fees and Costs by Job Detail Report
Subconsultant Invoice Supplement Report Continue reading
Clients and Jobs Not Billable report gives a list of clients and their jobs which are not billable. This report is for only available for current clients and current projects.
Clients and Jobs Not Billable report Continue reading
New Clients Between Dates report gives a simple list of jobs (projects) created between two dates.
New Clients Between Dates report Continue reading
Unbilled Work Quick Summary on Proposals report gives a list of ‘unbilled’ work on proposals within a selected date range.
It’s useful to check the value of time and cost spent on proposals.
This report includes many of the same filters and features used for managing billable WIP, and can be accessed from the same screen. It’s used to compare and manage current proposals by filtering and grouping data by office, client manager, and project managers.
Unbilled Work Quick Summary On Proposals report Continue reading
As the name suggests, Unbilled Work Quick Summary Report will give you a summarised report that you can run against one or all jobs, to see quickly what is outstanding out of all your billable time.
It’s a static printable report of unbilled time as of a given date. For live WIP management we recommend using
Manage WIP from the Invoicing screens.
Unbilled Work Quick Summary Report Continue reading
Jobs and Tasks report gives a list of jobs with associated tasks, estimated time and fees.
Formerly only available for current jobs, you can now filter by date, current/non-current jobs, and also billable/non-billable.
Jobs and Tasks report Continue reading