Reports

Job/Project Recon Report
This tutorial will take you through viewing the profitability of a job, by setting up user billing rates and item types as well as utilising certain reports...
Thu, 24 Oct, 2019 at 4:07 PM
User Profitability Report
This report allows you to see if you are making or losing money on employees. It's important to set up the correct employee costs and billing ra...
Fri, 25 Oct, 2019 at 10:45 AM
Task Detail Report
Do you want to know the status of your tasks? I NEED TO SEE ALL TASKS RELEVANT TO A GIVEN PERIOD WITH THEIR STATUSES. WHAT INFORMATION CAN YOU GET O...
Fri, 25 Oct, 2019 at 11:39 AM
Team Scheduler View
Would you like to to know who is working on what? The TSV is your traffic whiteboard and a place where all traffic and project managers should live on a...
Fri, 25 Oct, 2019 at 4:26 PM
Sales Activities Report
SHOW ME THE ACTIVITIES OF ALL OUR SALES OPPORTUNITIES OVER A SELECTED PERIOD OF TIME. This report shows you key data in order to make strategic decision...
Mon, 28 Oct, 2019 at 8:58 AM
Company Timesheet Report
I NEED TO SEE A TIME SUMMARY FOR THE WEEK The Company Timesheet Report allows you to view aggregate timesheets for the whole company.  WHAT SET...
Mon, 28 Oct, 2019 at 9:08 AM
Company Time Summary Report
I NEED TO SEE HOW WELL MY STAFF IS PERFORMING ACCORDING TO THEIR ALLOCATED TIME BUDGETS. The Company Time Summary Report allows you to know how the comp...
Mon, 28 Oct, 2019 at 9:12 AM
Job Status Report
I NEED TO SEE THE LAST UPDATE AND STATUS OF ACCOUNTS ON ALL JOBS. This report is great for seeing a breakdown of all your jobs and their statuses. ...
Mon, 28 Oct, 2019 at 9:18 AM
Sales Won Report
I NEED TO SEE WHAT OPPORTUNITIES HAVE BEEN WON RECENTLY. This report is ideal in assisting you in managing your sales team and sales pipeline. WHAT...
Mon, 28 Oct, 2019 at 9:45 AM
Task Billing Rate Breakdown Report
I NEED TO SEE A BREAKDOWN OF BILLABLE AND NON-BILLABLE TIME TRACKED ACCORDING TO THE BILLING RATES CHOSEN WITHIN A GIVEN PERIOD OF TIME. WHAT INFORMATIO...
Mon, 28 Oct, 2019 at 9:48 AM