List reports
Use these reports to print a list of the items you set up:
- Activity List
- Chart of Accounts
- Client List
- Client Type
- Contact List
- Contact Type
- Department List (unavailable in ajeraCore unless you have the Departments add-on)
- Employee List
- Employee Type
- Phase List
- Project List
- Project Type
- Utilization Type
- Vendor List
- Vendor Type
To review a summary of the options you selected and information you entered when setting up items, print the Setup reports.
Audience
Accounting
Producing the reports
From the >
Customize options
These options are available for all the list reports:
Option | Description |
---|---|
Report title |
You can change the title of the report. |
Print customize options on report |
If selected, it prints a list of the options that you select. |
These additional options are also available for these reports:
Report |
Option | Description |
---|---|---|
All reports (except Utilization, Project and Phase) |
Status to print |
Prints all items or only active or inactive items |
Chart of Accounts Contact Employee Phase Project |
Sort order |
Sorts the report by the option you select |
Employee |
Print pay info |
If selected, it prints the information that you set up for the employee
from Setup > Employees > Pay Information tab if the View
employee cost check box is selected for the role ( |
Phase |
Use drilldown |
If selected, you can drill down to further detail on the report. If cleared, all information, including the lowest level of detail, prints on the report. |
Phase |
Phase status |
Prints all phases or only those with the status you select |
Project |
Project status |
Print all projects or only those with the status you select |
Phase Project |
Print template projects |
Includes project templates in the report |
Phase Project
|
Limit by |
Only prints projects (for the project report) or phases (for the phase report) associated with the project manager, billing manager, or principal-in-charge who is producing the report. You can also print all projects or phases by selecting No limit. |
Phase Project
|
Print notes |
Print notes entered on the Notes subtab in the Project Command Center |