Reports Tab
The Reports tab includes the dashparts presented as charts or tables.
Each dashpart has context-sensitive links related to a Costpoint, Budgeting & Planning, or Time & Expense screen to allow you to view detailed information of your organizations.
The dashparts that require an add-on module, Budgeting & Planning, or Time & Expense license are not displayed by default. You have to manually enable these dashparts on the Parameters tab to display them on the Reports tab. Alternatively, your system administrator can set up these dashparts to display automatically on the dashboard for you and all the users in your company if your company has the appropriate license.
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:
- 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. - Projects Over x% Funding Dashpart
The Projects Over x% Funding dashpart is a horizontal bar chart that enables you to view the projects with revenue that is approaching a % threshold of the funded value of the contract. You can set the % threshold 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. - Indirect Expenses Dashpart
The Indirect Expenses dashpart is a numerical table that displays indirect non-labor expenses for accounts with actual expenses greater than the budgeted expenses. The data on this dashpart comes from Costpoint Planning. - Labor Utilization Dashpart
The Labor Utilization dashpart is a numerical table that displays labor utilization of employees whose actual labor utilization varies from their budgeted labor utilization. The data on this dashpart comes from Costpoint Planning. - Timesheet Status Dashpart
The Timesheet Status dashpart is a pie chart that displays a breakdown of the timesheet statuses of employees that belong to the organizations you have access to. The data on this dashpart comes from Time & Expense. - Project Modifications Dashpart
The Project Modifications dashpart is a numerical table that displays the total funded and contract values of top-level projects that had modification updates and/or additions (at any project level) in the past "x" days, together with the timestamp of the most recent modification. You can set the number of days on the Parameters tab. The data on this dashpart comes from Costpoint.