Reports
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...
Tue, 23 May, 2017 at 12:45 PM
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 r...
Tue, 11 Apr, 2017 at 9:49 AM
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...
Tue, 11 Apr, 2017 at 9:49 AM
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...
Tue, 11 Apr, 2017 at 9:50 AM
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...
Tue, 11 Apr, 2017 at 9:51 AM
I NEED TO SEE A TIME SUMMARY FOR THE WEEK The Company Timesheet Report allows you to view aggregate timesheets for the whole company. ...
Tue, 11 Apr, 2017 at 9:51 AM
I NEED TO SEE HOW MUCH CAPACITY MY TEAM HAS TO TAKE ON MORE WORK. The Team Capacity View is the ideal place for Traffic and Project Managers to see h...
Tue, 11 Apr, 2017 at 9:52 AM
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...
Tue, 11 Apr, 2017 at 9:52 AM
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. ...
Tue, 11 Apr, 2017 at 9:53 AM
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...
Tue, 11 Apr, 2017 at 9:53 AM