Reports

This is a full list of all standard reports that are available.

Click on the report title for specific report details.

Name	Group	Description	Business Purpose	Ideal For
Absence Planner (*)	Operational	Graphical Absence Planner. Group by User, Department or Job Role	Easily identify upcoming staff absence	HR Manager Project Manager
Absence Requests (*)	Operational	Review staff absence submitted, approved and holiday entitlement remaining for the year	Check how much holiday employees have used and ensure that they are not taking holiday at the same time as other employees with the same job role	HR Manager Project Manager
Actual Time v Budgeted Time	Project	A time budget for a project for all tasks showing actual time v budgeted time	Identify projects that are taking longer than planned to complete and may require more resources in order to complete on time	Project Manager
Aged Debtors	Financial	Review outstanding client invoices due for payment	Identify which invoices are overdue, and by how long	Financial Controller
Comprehensive Job List	Project	Tabular report combining cost, revenue and profit information - including colour coded profit warnings. It enables comparison of budgeted, programme and actual figures	Monitor the current profit of projects and inspect in detail the reasons for low or high profits	Project Manager
Cost Profitability	Archived - no longer available to new clients	Profitability gained from costs incurred (expenses, purchase invoices, timesheets) plus any fixed fees	Identify any work or expenses carried out that has not been invoiced to the client and ensure a profit is made for this work
Cost and Profits	Archived - no longer available to new clients	Total costs, revenues and derived profits to date for each project	Identify which projects are most (or least) profitable
Cumulative Job Graph	Archived - no longer available to new clients	Graph showing cumulative budgeted fees compared to actual project costs and invoiced amounts or future billing schedule (from invoice rules)	Ensure projects are running to plan and that revenues are greater than costs to ensure profitability
Custom Fields	Admin	A list of all custom fields and their report builder reference	Used to help identify your custom fields when creating report builder reports	Report Builder
European Working Time Directive	Operational	Monitor staff working hours to ensure they do not exceed European working time directive of 48 hours per week	Ensure European working time laws are being adhered to	HR Manager
Expenses	Operational	Analyse actual expenses logged, summarised by Project, User or Expense Type	Track project related expenses or the expenses for employees. This report can be attached to invoices to provide a detailed breakdown of expenses	Financial Controller
Expense Sheet	Archived - no longer available to new clients	Highly flexible expense report - grouped and summarised by project, user, task, date and expense type	Track project related expenses or the expenses for employees. This report can be attached to invoices to provide a detailed breakdown of expenses	Financial Controller
Job Costs	Project	Costs incurred (expenses, purchase invoices, timesheets) on each project and the rate that they were charged out for	Identify any work or expenses carried out that has not been invoiced to the client	Project Manager
Profitability	Archived - no longer available to new clients	Compare sales invoices against project costs	Discover the profit margin of a project
Project Analysis	Archived - no longer available to new clients	Project analysis report showing tasks with user time and expense costs, including invoiced items	Analyse project time and expense costs against the value of invoiced expenses
Project Directory	CRM	Display all project contacts with details in one easily printable view. Contacts are grouped and sorted by project role	Easily review all project contacts and use as a directory for distribution to external third parties	Project Manager
Project Manager	Project	Compare actual costs to date + forecast costs to go against total budgeted costs	Ensure projects are running to budget and making the required profit	Project Manager
Project Performance (*)	Project	Graphically compare planned costs and fees to actual costs by task for a project	Ensure projects are running to budget	Project Manager
Project Performance - Based on elapsed time	Project	Actual costs versus budgeted costs to date for each task	Monitor which projects are running over budget and/or over schedule	Project Manager
Project Performance - Based on percentage complete	Project	Projected overrun using budgeted costs versus estimated cost to complete for each task	Monitor which projects are running over budget and/or over schedule	Project Manager
Project Progress (*)	Project	Compare actual costs and profit figures to budgeted costs and profit figures for multiple projects	Ensure projects are running to budget and making the required profit	Project Manager
Project Status	Archived - no longer available to new clients	Chart showing the total number of projects broken down by status	Monitor the breakdown of projects by Bid Status
Project Types	Archived - no longer available to new clients	Chart showing the total number of projects broken down by type	Monitor the breakdown of projects by Project Type
Resource Utilisation vs Target (*)	Resourcing	Compare actual and forecast utilisation to target	Monitor historic (actual) utilisation and forecast future utilisation at individual project or task level or across the whole practice	Resource Planner
Revenue vs Costs (*)	Financial	Compare actual and forecast revenue against costs	Monitor cumulative actual revenues and costs against cumulative forecast revenues and costs	Financial Controller
Revenue vs Target (*)	Financial	Compare actual and forecast revenue to target	Monitor historic (actual) revenue and forecast future revenue at individual project or task level or across the whole practice	Financial Controller
Sales Invoices - Credit Notes	Financial	Invoice items listed by project and task	Monitor value of invoices for the selected projects	Financial Controller
Single Project	Project	Time and Expense report (including purchase invoices) with Costs and Charges.	Monitor the cost and value of all expenses and time logged to a project	Project Manager
Timesheet	Operational	Highly flexible timesheet report - grouped and summarised by Project, Task, Date or User	Monitor breakdown of a worker’s time against the projects and tasks that they are assigned to	Office Manager
Timesheet by project	Archived - no longer available to new clients	Timesheet matrix report showing projects with approved timesheet time for users	Monitor number of approved hours logged to a project
Timesheet Tracking	Operational	See who is up to-date with timesheet entry and approval	Monitor which users have not submitted timesheets or have not had their timesheets approved	Office Manager
Utilisation Rates	Operational	Report showing a breakdown of a user's project and non-project related time utilisation	Monitor percentage of time that has been logged to project work against the percentage logged to non-project activities	Resource Planner
Work in Progress (*)	Financial	Calculates the Work in Progress value for your projects	Used for calculating work in progress values for accounting purposes	Financial Controller

(*) These reports show cached information.
For further information on how to refresh the reporting data please click here.

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