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...
Mon, 4 Oct, 2021 at 10:44 AM
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 rat...
Mon, 4 Oct, 2021 at 10:50 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...
Mon, 4 Oct, 2021 at 10:51 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...
Mon, 4 Oct, 2021 at 10:53 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...
Mon, 4 Oct, 2021 at 11:00 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. WHAT SETUP...
Thu, 7 Oct, 2021 at 11:36 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...
Mon, 4 Oct, 2021 at 12:08 PM
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, 4 Oct, 2021 at 12:17 PM
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, 4 Oct, 2021 at 12:19 PM
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, 4 Oct, 2021 at 12:22 PM