Lesson 1: Reporting
Ajera offers many options for you to obtain the information you need. There are three main types of reporting
Explore the different reporting solutions, and determine how to best use them for your firm's needs. Start by just clicking on the
| Report | Financial Statement Designer | Inquiry | |
|---|---|---|---|
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What is it best for? |
Easily review standard information in a common format and organization. | Produce financial reports. |
Customize information that exists in standard reports. Research or analyze information, perhaps for problem solving, that is not available in any reports. |
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Which financial reports are available? |
Balance Sheet Company Budget Journal Entries Ledger Profit and Loss Statement Sales Tax Preparation Trial Balance |
Balance Sheet (template) Company Budget (you can create it) Key ratios (you can create it) Profit and Loss Statement (template) Statement of Cash Flow (template) |
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Customization? |
Options available through You can also import custom reports designed in Microsoft SQL Server Reporting Services 2005. |
Many options for determining content and organization | Many options for determining content and organization |
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Where do you find it? |
From the Reports menu Additional project reports are available through |
From the Reports menu, click Financial > Financial statements. If your security settings allow it, you can also click Reports > Manage Financial Statements > Designs. |
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(Customize) on the report.The Dashboard
One other way to obtain important reporting information is through your dashboard.
Of use mainly to principals and accounting staff, the dashboard provides graphs and charts of key information that reflects the state of your company. (Depending on your security settings, you may not have access to company information).
A few of the most popular reports
This section highlights a few of the reports that are popular with Ajera clients.
You'll want to be sure to take a look at them and include them in your workflow.
| Report | Use it to do this | How to get the most out of it |
|---|---|---|
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unavailable in ajeraCore |
Help you determine if a project is on time and on budget. It provides information you can use to perform Earned Value Analysis. How to get it: |
Enter a budget for your projects, including estimated start and completion dates. You enter and maintain project budgets in the Project Command Center ( Be sure to keep the percent complete updated for the project and its phases. In this way, you give Ajera good data for your report, as long as you enter and update the budget and its dates to the phase level. |
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Plan report unavailable in ajeraCore |
Review a project's budgeting and scheduling information. How to get it: From the main menu, |
To build this report, Ajera uses the information you enter and maintain in the Project Command Center ( The more detail you add to your project on the Manage tab, the more detailed your Plan report will be. |
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Snapshot report |
Manage day-to-day execution of your project. It shows you the spent value (billed plus work-in-progress) next to the billed, WIP, and contract amounts. How to get it: From the main menu, select |
Be sure to enter contract amounts for the project and its phases as you work on them. This gives Ajera good data at the project and phase level as long as you budget the project to the phase level. You enter and maintain contract amounts in the Project Command Center ( |
Cash receipt forecast |
Help you, as part of your financial planning, to forecast your near-term income and to later point out any discrepancies between planned and actual cash receipts. How to get it: Click Reports > Client > Cash Receipt Forecast. |
You don't need to do anything. Ajera builds the report automatically as you enter and pay client invoices. |
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