Report Descriptions
Review the options and column descriptions that are available for standard reports, grouped by type.
- Related Topics:
- Accounting Reports
Use the accounting reports to review and analyze your financial information. - Accounts Payable Reports
Use accounts payable reports to review and analyze cash requirements as well as vendor and voucher data. - 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. - Activity Reports
Use Activity reports to review data about activities and related calendar items. - Administration Reports
Use the administration reports to review settings and to see audit trails of insertions, deletions, and changes. For example, review the User Accounts report to review employee names, numbers, and usernames, or review the exchange rate audit reports (daily or period) to see currency exchange data. - Billing Reports
Use the billing reports to review and analyze your billing information, including billing terms, unbilled data, fees, and invoice approvals. - 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. - Consolidated GL 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. - Contact Reports
Use the contact reports to review information for the contacts in the Contacts hub. - Data Export Reports
Data export reports include virtually all data in a given area, such as a hub. For example, the Contact Export report gives you access to the data stored in the Contacts hub. You can print a data export report or download its contents into Excel spreadsheets for auditing and analysis. - Employee Reports
Use the Employee reports to review general employee information. - Executive Reports
Use the critical metrics provided in the executive reports to manage, assess, and improve the performance of your organization. - 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. - 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. - Marketing Campaign Reports
Use the marketing campaign reports to review information about events or activities that your enterprise undertakes to generate new business. - 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. - Project Reports
Use project reports to review and analyze data related to your company's projects. The reports offer extensive options for filtering data and for controlling the level of detail included. - Proposal Firm Reports
Use the Proposal Firm reports to review proposal firm 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. - Unit Reports
Unit reports contain information entered in Units Settings. - User-Defined Hub Reports
The user-defined hub reports let you view information from the user-defined hubs that you create using Screen Designer.
Parent Topic: Reporting