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List reports

Use these reports to print a list of the items you set up:

Activity List
Chart of Accounts
Client List
Client Type
Contact List
Contact Type
Department List (unavailable in ajeraCore unless you have the Departments add-on)
Employee List
Employee Type
Phase List
Project List
Project Type
Utilization Type
Vendor List
Vendor Type

To review a summary of the options you selected and information you entered when setting up items, print the Setup reports.

Audience

Accounting

From the Reports menu, click List and select the report you want to produce.

These options are available for all the list reports:

Option	Description
Report title	You can change the title of the report.
Print customize options on report	If selected, it prints a list of the options that you select.

These additional options are also available for these reports:

Report	Option	Description
All reports (except Utilization, Project and Phase)	Status to print	Prints all items or only active or inactive items
Chart of Accounts Contact Employee Phase Project	Sort order	Sorts the report by the option you select
Employee	Print pay info	If selected, it prints the information that you set up for the employee from Setup > Employees > Pay Information tab if the View employee cost check box is selected for the security group (Company > Security > General tab).
Phase	Use drilldown	If selected, you can drill down to further detail on the report. If cleared, all information, including the lowest level of detail, prints on the report.
Phase	Phase status	Prints all phases or only those with the status you select
Project	Project status	Print all projects or only those with the status you select
Phase Project	Print template projects	Includes project templates in the report
Phase Project	Limit by	Only prints projects (for the project report) or phases (for the phase report) associated with the project manager, billing manager, or principal-in-charge who is producing the report. You can also print all projects or phases by selecting No limit.
Phase Project	Print notes	Print notes entered on the Notes subtab in the Project Command Center