Report Descriptions

Reporting provides an extensive selection of standard reports. Each set of report description topics includes an overview topic, one or more topics that describe the report options, and a topic that describes the contents of the report columns.

If you use multiple currencies, you can use the Fields tab of the User Defined Tabs form to add user-defined monetary fields to hub records. When you add a field, you select one of these data types:

  • Currency: The field contains a monetary amount, but the currency varies from one record to another. The currency for a vendor is determined by the selection in Custom Currency Code in the Firms hub.
  • Currency (Specific): The currency is the same for the user-defined field in every application.

Related Topics:

  • Firm Reports
    On firm reports you can review business address and contact phone numbers as well as information about the projects and opportunities associated with each firm. You can also set up and print form mailing labels.
  • Contact Reports
    Use the contact reports to review information for the contacts in the Contacts hub.
  • Marketing Campaign Reports
    Use the marketing campaign reports to review information about events or activities that your enterprise undertakes to generate new business.
  • Opportunity Reports
    Use the opportunity reports to review information about the opportunities in the Opportunities hub. For example, you can check how long each opportunity has been open or check the name of the contact for an opportunity.
  • Employee Reports
    Use the Employee reports to review general employee information.
  • Project Reports
    Use the project reports to review and analyze data related to your company's projects. The reports offer extensive options for filtering the data and for controlling the level of detail.
  • Unit Reports
    Unit reports contain information entered in the Units hub in the desktop application.
  • Vendor Reports
    Use the vendor reports to review information entered in the Firms hub.
  • Equipment Reports (Desktop)
    Use equipment reports to view information about equipment and assets.
  • Boilerplate Reports
    Use boilerplate reports to review the blocks of text that you have created and saved for re-use in proposals and other documents.
  • Payroll Reports
    Use the payroll reports to review and analyze data from Payroll. These reports are only available if your enterprise uses Payroll and you have the appropriate security access.
  • Purchasing Reports
    Use the purchasing reports to review open purchase orders and check the status of purchase orders, purchase requisitions, or requests for price quotes.
  • Inventory Reports
    Use the Inventory reports to manage your inventory items and review inventory transactions.
  • Accounts Receivable Reports
    Use accounts receivable reports to monitor and analyze information related to your AR invoices. The accounts receivable reports are available only if your enterprise uses Billing.
  • Billing Reports
    Use the billing reports to review and analyze your billing information.
  • General Ledger Reports
    The general ledger reports help you present and monitor financial information. Some reports, such as the Balance Sheet, are standard financial reports. Other reports help you manage your company's finances. For example, the Profit Planning Monitor compares actual performance to corporate budgets.
  • Consolidated General Ledger Reports
    If you use multiple companies, you can run consolidated versions of the general ledger reports to show financial data for a group of companies. For example, you might include all North American companies in one consolidation group, and all European companies in another.
  • Accounting Reports
    Use the accounting reports to review and analyze your financial information.
  • Resource Planning Reports
    The resource planning reports offer multiple views of data from project plans and opportunity plans. Project managers, team leaders, and other managers can review historical, forecast, and performance data by plan or by resource in a variety ways.
  • Executive Reports
    Use the critical metrics provided in the executive reports to manage, assess, and improve the performance of your organization.
  • Data Export Reports
    Reporting includes a set of Data Export reports that give you the option to print or download to a file virtually all data in a given area, such as a hub.
  • Administration Reports
    Use the administration reports to review settings and audit trails of insertions, deletions, and changes made to those configuration settings.
  • Activity Reports
    Use Activity reports to review data about activities and related calendar items.
Parent Topic: Reporting