Reports Tab
The Reports tab includes the dashparts presented as charts or tables.
Each dashpart has context-sensitive links related to a Costpoint screen to allow you to view detailed information of your organizations.
On the Reports tab view, the File, Line, Options, and Process items in the Global Menu are disabled, while only the Refresh icon on the Global Toolbar and the Help menu item are available. To access more options in the menu and toolbar, go to the Parameters tab.
You use the Reports tab mainly to view dashpart data and drill through the application linked to the dashpart. You can, however, sort and copy data for some dashparts. To learn more about these functionalities, refer to the How to links below.
- Related Topics:
- AP Over 30 Days Dashpart
The AP Over 30 Days dashpart is a stacked bar chart that displays the outstanding accounts payable (AP) vouchers by vendor for a given aging range. The data on this dashpart comes from Costpoint. - AP Current Dashpart
The AP Current dashpart is a bar chart that displays the accounts payable (AP) vouchers that have been outstanding for 0-30 days by vendor. The data on this dashpart comes from Costpoint. - AR Over 30 Days Dashpart
The AR Over 30 Days dashpart is a stacked bar chart that displays the outstanding billed accounts receivables (AR) by project for a given aging range. The data on this dashpart comes from Costpoint. - AR Current Dashpart
The AR Current dashpart is a bar chart that displays the accounts receivables (AR) that have been outstanding for 0-30 days by project. The data on this dashpart comes from Costpoint. - Open Billing Over 30 Days Dashpart
The Open Billing Over 30 Days dashpart is a stacked bar chart that displays the sum of transactions that have not been billed yet by project for a given aging range. The data on this dashpart comes from Costpoint. - Current Open Billing Dashpart
The Current Open Billing dashpart is a bar chart that displays the sum of transactions that have not been billed yet for 0-30 days by project. The data on this dashpart comes from Costpoint. - Cash Balances Dashpart
The Cash Balances dashpart is a numerical table that displays balances for your cash accounts summed to a specified account level, which you can set on the Parameters tab. The data on this dashpart comes from Costpoint. - JE’s Over Approval Limit Dashpart
The JE's Over Approval Limit dashpart is a numerical table that displays posted journal entries (JEs) that exceeded the required approval amount in a given period (current or prior), which you can set on the Parameters tab. The data on this dashpart comes from Costpoint. - My Links Dashpart
The My Links dashpart contains links to the applications that are set up in your My Menu, so you have easy navigation to your most used areas in Costpoint. - Posted Invoices Dashpart
The Posted Invoices dashpart is a numerical table that displays posted standard invoices per customer in a given period (current or prior), which you can set on the Parameters tab. The data on this dashpart comes from Costpoint. - Voucher Over Limit Dashpart
The Voucher Over Limit dashpart is a numerical table that displays posted vouchers that exceeded the required approval amount in a given period (current or prior), which you can set on the Parameters tab. The data on this dashpart comes from Costpoint.