Report Manager

1. Select a report - double click or press the open button .

2. Apply relevant filters. 

3. Use columns to add or remove data columns. 

4. Sorting and grouping aids the final display of the data.

5. Select the style of the report and save as an excel report.

6. The advanced tab allows the toggling between budget and actual cost.

7. Run to view the report.

	Run > opens report, though depending on the report and users settings may open the filters first
	Edit > make changes to the filters/columns before running the report
	Copy > create a new report based on one you've already customised and saved
	Delete > removes only the saved report, not the default reports
	Export a report > good idea if you want to 'backup' a report before making changes to a saved report
	Import a report > your consultant may create and issue you a customised report
	Download a report > browse our online library. Changes can then be made to our default provided online
	Generate PDF > report is created as a PDF document and attached to a new email message

Displays reports a user has customised and saved. Edit a report to make changes to filters and sorting. Run to view the report with existing filters and sorting. Delete will remove the saved report from the system.   

Extensive list of reports relating the contract admin processes.

Prints one line per project on the report.

Prints one line per project as well as each sub project that has been setup on the project.

One line per project, then the first sub project. Each transaction allocated to date is then itemised including hours, cost and charge. 

Get a listing of personnel, contacts by category.  Put a sort by project fee on the Contact project summary to see you're biggest clients.

Focus on these reports is each staff member and the total number of hours allocated to projects and also the <Office> project. Can be detailed to show notes from the timesheets, or a simple report showing how many hours on the different tasks overall. 

Get a list of staff, their contact details.

Here you'll find reports that cover system financials from a simple list of Invoices, to a full Aged Debtors report. Office expenses can be found here also. 

Contains all the data that was added during the configuration stage including charge out rates, contact categories, attributes and timesheet tasks.

Like any other part of the system, type a key work in the search field and press enter. This is searching for text in the report title and/or report description. 

Calculates and displays cost and charge associated with all UNBILLED transactions. So if you've not done any billing on a particular project for a few months - all transactions since the last invoice will be displayed in the WIP reports. From there it depends on whether you want to breakdown the timesheet and expenses with dates, who you would run a Transaction WIP report. If it's just to get a listing of projects that have had new work added since your last billing run, you could run the Project WIP report.   

Performance is displaying costs and charges that have been attached to an invoice. So this won't display any un-invoiced (WIP) transactions. What we're trying to do here is measure profitability on a project up to your last invoice that was created. Profitability is measured on all costs associated with the invoices created so far.

Really this will display cost and charges that are both un-invoiced and billed - so drawing from the transactions in the WIP reports and the Performance reports.

Edit the report will reopen the saved report allowing you to add additional filters, columns etc.

Run the report will bypass the filters, unless the report is specifically set to display the filters - in which case the filters modified will not be saved to the report.

1. Run any report.

2. Select the icon on the bottom left hand side.

3. Select recipients in the list.

4. Select Finish.