Report Descriptions
Reporting provides an extensive selection of standard reports. Each set of report description topics includes an overview topic and topics that describe any custom options specific to that report.
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 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. - 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 Units Settings. - Vendor Reports
Use the vendor reports to review information entered in the Firms hub. - 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. - 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 generate 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. Project managers, team leaders, and other managers can review historical, forecast, and performance data by plan or by resource in a variety of 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. - Proposal Firm Reports
Use the Proposal Firm reports to review proposal firm information. - User-Defined Hub Reports
The user-defined hub reports let you view information from the user-defined hubs that you create in Vantagepoint using Screen Designer.
Parent Topic: Reporting