Reports Tab
The Reports tab includes the dashparts presented as charts or tables.
Each dashpart has context-sensitive links related to a Costpoint or Budgeting & Planning screen to allow you to view detailed information of your projects.
The dashparts that require an add-on module or Budgeting & Planning 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. - Work Assignments for Approval Dashpart
The Work Assignments for Approval dashpart is a numerical table that displays the work assignments lined up for approval and their corresponding charge amounts. The purchase order ID associated with the work assignment is also included in the table. The data on this dashpart comes from Costpoint. - Standard Bills for Approval Dashpart
The Standard Bills for Approval dashpart is a numerical table that displays the standard bills that have been calculated but not yet posted, their corresponding invoice amounts, and the project associated with them. The data on this dashpart comes from Costpoint. - Milestone Invoices for Approval Dashpart
The Milestone Invoices for Approval dashpart is a numerical table that displays the milestone bills for approval, their corresponding invoice amounts, and the project associated with them. The data on this dashpart comes from Costpoint. - Pending Expenses Dashpart
The Pending Expenses dashpart is a numerical table that displays the labor and expense amounts that have not yet been posted. It also includes the inception-to-date (ITD) actual amount with pending added so you can see the total expenses for your projects. The data on this dashpart comes from Costpoint Planning.