List of Reports
This section provides the number, name, overview, and location of each report in WorkBook.
| No. | Name | Description | Path |
|---|---|---|---|
| 4 | Purchase Order | Enables you to print a Purchase Order. | |
| 10 | Status Report | Shows the status view (job list view number 2) in a printable format. | |
| 11 | Jobs List | Lists all jobs by client, including the status and job delivery date. | |
| 13 | Invoice List | Shows all of the invoices by selected sort criteria; includes the invoice dates; invoice numbers; type (invoice, credit note); and the net, tax, and total amounts. | |
| 14 | Approved Purchase Orders | Lists approved purchase orders, including supplier, job, purchase order number, and amount. | |
| 16 | Price Quote, Internal Version | Lists, by client, by job, all of the price quotes by status, end date, date, status , degree of probability, price, net revenue, and contribution margin. | |
| 17 | Purchase Order/Delivery List | Lists purchase orders grouped by the delivery date specified on the purchase order; includes supplier, project, and project end date. | |
| 24 | Description | Shows the client name, job, delivery date, report date and who ran it; the subject of the description; and the description you enter for that particular job. It pulls in the details for only the selected description. You can choose to hide the client name. | |
| 26 | Price Quote Draft for Internal Use | Displays the amount in cost price and shows, for one particular price quote, by phase and activity, the number of hours, sales price of the hours, materials, external purchases, extra, total, net revenue, and contribution margin for the price quote and project . | |
| 35 | Project List | Shows that the job that you are in is part of a particular project, what the project name is, and what the status of the project is. | |
| 39 | Gantt Chart 8 Weeks | Shows an eight-week schedule in Gantt view. | |
| 61 | Invoice Data Sheet, Range | Summarizes for the job, by activity, what was scheduled, price, expenditure hours, materials, purchases, purchase orders, total, draft invoicing, realized invoicing, total, and balance. It is bucketed by hours, purchases, and so on. For hours, for example, it is sorted by date, by employee, and shows the quantity of hours spent, cost total, margin, and sale total for that particular project. This report follows the job filter. | |
| 64 | Weekly Time Sheet Check | Shows, by department, by employee, who the time sheet approver is and how many hours have been submitted and approved, by date. Also shows the total for the week and the basic time. Approval status is indicated as follows: a double check means that the day has been approved; a single check means that only the time entry has been approved. It shows the total and average figures. There are absence code colors for workday, maternity leave, weekend, illness, fixed leave, education, public holiday, half-day leave, holiday, and day off. These colors are specific to the Company setup and can vary from this list. | |
| 68 | Time Expenditures | Shows time recorded to a selected job with activity, employee task, and hours, as well as sales price. | |
| 69 | Time Sheet Employee Job List | Shows job, client, company, activity, day, description, and hours, plus a total for the week, by employee, for the specified time period. | |
| 72 | Employee Time Distribution - Monthly View | Shows time recorded by employee, by job, for each day in a month. | |
| 86 | Job Cover Page | Provides the job number, client, job, Project Manager, delivery date, and client telephone number and fax number. | |
| 87 | Job Cover Page | Provides the job number, client, jobs, Project Manager, delivery date, telephone number, fax number, address, project type, and description. | |
| 89 | Price Quote List | Lists job number, name, end date, ID, status, and the amount for each price quote, by client, by job.
Report groupings are indicated. |
|
| 91 | Expenditures / Invoice Overview | Summarizes for a job, by activity, what was scheduled, price, expenditure hours, materials, purchases, purchase orders, total, draft invoicing, realized invoicing, total, and balance. It is bucketed by hours, purchases, and so on. For hours, for example, it is sorted by date, by employee, and shows the quantity of hours spent, cost total, margin, and sale total for that particular job. | |
| 93 | To-Do List | Shows future tasks, job, start, deadline, hours allocated today, allocated total, entered total, and remaining total, by client. | |
| 94 | Allocated Hours / Used Hours | For a job, shows the task number, task, status, scheduled hours, sales price, time entry, and sales price that has gone against that task and the difference in hours and sales price. This is a snapshot of planned vs. actuals from an hours perspective. | |
| 99 | Schedule - List View | Shows the job timeline, with phases and tasks for the job. | |
| 100 | Resource Address List | Shows the resource name, address, telephone number, mobile number, telephone 2 number, and email address. | |
| 101 | Task Overview, Grouped by Client | Within client and job, shows what the task start and end dates are by job, and the length of the task in workdays. | |
| 109 | Time Sheet with Descriptions | Shows client, job number, job name, task, internal time, activity number, days of the week, how many hours are assigned, and the week total for selected resource (s). This report is sorted by resource. | |
| 110 | Time Sheet Description | Shows job number, job name, task description, activity, days of the week, and totals, by client. | |
| 115 | Holiday Calendar 12 Weeks | Shows an overview of all resources/employees and who is on holiday or leave, at the specified time (full days only). The days are color-coded according to the type of absence. | |
| 123 | Employee Time Statistics | Shows the distribution of reported employee hours by internal and client time, as well as compared against capacity. | |
| 131 | Client Basic Data Report | Shows the address, web site, business, telephone number, fax number, mobile number, and email for the selected client in the jobs list. It includes contacts, profile, and activities. | |
| 136 | Task Overview | Shows tasks by client, job, and employee, the start and end dates of the task, workdays in the task, hours in the period, total hours, hours used, and hours left. | |
| 139 | Allocated Hours / Used Hours | Shows, by client, job, and employee, the number of hours that have been scheduled and used, and the hours that remain. | |
| 142 | Jobs List | Lists jobs by job number, job name, client, job manager, status, and end date. | |
| 143 | Job Time Statistics | Shows the job number, job name, end date, status code (number), quantity, cost price, sales price, and share percentage. | |
| 149 | Employee List | Shows the resource, avatar, initials, date of birth, telephone numbers 1 and 2, mobile number, and email. | Resources |
| 150 | Client / Job Expenditure | Shows internal hours and external purchases recorded on each job. | |
| 151 | Employee Hour Distribution - Monthly View | Shows, for all employees, by several grouping options, what they have worked on day-by-day during a month, with a total, cost total, and sales total. This report is color-coded. | |
| 153 | Creditor Expense Report | Shows purchases by job for the specified time period and creditor. | |
| 154 | Activity / Resource List | Shows all pipeline activities and whether they have been completed. | |
| 157 | Pipeline Status List | Shows an overview of all clients, and all activities and pipelines on the individual client, with the ability to change details that you want to see in the report parameters. | |
| 161 | Invoice Approval Form | Shows a snapshot of the job, by activity, including what was scheduled, hours, materials, purchases, and purchase orders spent, in addition to what has been invoiced. A balance column shows the expenditures vs. invoiced amount. | |
| 167 | Work in Process (WIP) | Shows the job end date, status, approved price quote, hours, materials, purchases, adjustments, WIP value, and the amount that was invoiced. | |
| 168 | Work in Process (WIP), Project Data | Shows the job end date, status, approved price quote, hours, materials, purchases, adjustments, WIP value, and the amount that was invoiced. It also provides an option to break this information into months. | |
| 171 | Weekly Schedule | Shows how each employee has been allocated for the week and how much capacity was not booked. Also shows resource days off. | |
| 172 | Supplier Info | If you select a supplier under Job » Description » Suppliers, the Supplier Information report shows a list of what has been entered under that tab. | |
| 173 | Holiday Yearly Overview | Lists all absences taken in the selected holiday year, accompanied by a graph that shows the absence in each month. | |
| 175 | Time Overview: Employee / Client / Job | Shows hours by job, in addition to the sales total and revenue share. | |
| 177 | Employee Hour Expenditure / Period | Shows billable, non-billable, prospect, and internal client time spent and the corresponding sales price. | |
| 179 | Time Summary: Customer, Job, Employee | Shows employee hours spent in detail, by client. | |
| 180 | Status Report with Gantt Chart | Shows status by job, in addition to a Gantt view of the schedule. | |
| 184 | List of Price Quote / Expenditures in a Period | Shows the total value of price quotes and expenditures for a period, grouped by client and by job. | |
| 185 | Job Profitability | Shows profitability across jobs, taking into account the original price quote, expenditures at sales price, invoicing to date, and any adjustments. | |
| 186 | Expenditures / Invoicing Summary by Dimension | Shows all activity expenditures and invoicing records grouped into charts, split out by the selected dimension. | |
| 187 | Resource Allocation, 4-Weeks View | Shows resource assignments for a four-week period following the selected date, in addition to capacity information. | |
| 188 | Holiday Specification - Year | Shows a breakdown of employee holiday and absence balances, when employees spent their holidays, and what holiday time they have left. This report is also a good overview for payroll. | |
| 192 | Time Entry Overview | Shows your time by client and job. | |
| 193 | Job Data Sheet | Shows critical job information and the schedule for the job. | |
| 201 | Job Statement, Invoiced + Price Quoted | Shows, by job, the status, end date, Project Manager initials, approved price quotes, expenditures, invoicing, and net revenue. | |
| 203 | Description, All | Shows all job description details for the job. | |
| 206 | Support Status Report | Shows hours spent on the job by date and activity. | |
| 207 | Employee Time Utilization and Earnings | Shows employee time utilization and earnings, personal net revenue, hours, hourly price, calculated value of hours, cost price, and earnings. | |
| 208 | Employee List, Administration | Lists employees alphabetically. Includes resource image, initials, address, date of birth, employment status, and contact information. | Resources |
| 216 | Periodic Trial Balance | Shows the balance of the Chart of Accounts in the selected period and year-to-date. See Report 571 for the new trial balance. | |
| 217 | Ledger | Shows details of the selected journal entry. | |
| 218 | Statement of Accounts | Shows all account transactions for the selected accounts for the selected period. | |
| 219 | Balance Creditor by Age 0-90 | Shows an overview of creditor balances, by age due – 0-90 days. | |
| 220 | Debtor Balance by Age 0-90 + Days | Shows an overview of debtor valances, by age due – 0-9 days. | |
| 221 | Due Items | Lists creditor purchase invoices that are due for payment. | |
| 222 | Due Items | Lists debtor sales invoices that are due for payment. | |
| 223 | Statement of Accounts (Open Items) | Shows a statement of account of open items for the selected creditor(s). | |
| 224 | Statement of Accounts (Transactions) | Shows a statement of account of open items for the selected creditor(s). | |
| 225 | Statement of Accounts (Transactions) | Shows a full statement of account transactions for the selected debtor(s). | |
| 226 | Statement of Accounts (Transactions) | Shows a full statement of account transactions for the selected creditor(s). | |
| 227 | VAT Reconciliation Report | Shows the posting date, voucher number, voucher date, text, currency, amount, journal, VAT amount, net amount separated by outgoing VAT, and incoming VAT. To run this report, you must have VAT enabled. | |
| 229 | WIP Value Statement | Shows the job end date, status, Project Manager initials, approved price quote, hours, materials, purchases, adjustments, WIP value, and the amount that was invoiced. | |
| 230 | Job ETC Report | Shows progress on jobs in terms of hours spent, hours planned, and Price Quote to Completion hours. | |
| 231 | Job Value Statement | Shows approved price quotes and a full breakdown of the WIP value on open jobs, with time, material, purchase orders, purchases, and adjustments. Invoicing and value after invoicing show the remaining outstanding value on the job. This report can be reconciled with the WIP balance accounts. | |
| 234 | Purchase Order Overview | Provides an overview of purchase orders. You can filter per supplier, purchase order status, date, and job status. | |
| 240 | Statement of Accounts with Details | Shows General Ledger details for the selected time period, including tax, journal, and currency information. | |
| 244 | Invoice Overview - Client Version | Provides an overview of specified debtor invoices by status (approved, ready for print, finalized, drafts, electronic delivery, and jobs ready for invoicing). | |
| 245 | Job Expenditures | Shows job price quote vs. hours, purchases, invoiced and gross profit, and contribution margin, by client. | |
| 246 | Job Profitability with Completion Rate | Shows job price quote vs. transactions vs. WIP adjustment and write-downs, by client. | |
| 250 | Finance Budget | Shows the financial budget by account for the selected year. | |
| 251 | Finance Budget with Details | Shows the financial budget for the specified year, by account and client. | |
| 255 | Balance Sheet 12 Months | Shows the account balance for the specified General Ledger account, spread out over 12 months. | |
| 258 | Time Used on Scheduled Tasks | Shows allocated vs. used hours, by client and job. | |
| 259 | Job Profitability with Capacity Usage | Shows job purchases, invoicing, net revenue, contribution margin, WIP adjustments, used capacity, the average sales price per hour, and actual sales price per hour, | |
| 262 | Creditor Payment Procurement | Shows details of the creditor payment pipeline. | |
| 263 | Employee Holiday and Flex View | Shows earned vs. used absence summary, including the flex (overtime) balance, by resource. | Resources |
| 264 | Financial Bookings Report | Enables you to evaluate General Ledger | |
| 265 | Debtor Address List | Lists debtor address and contact information for all debtors, active debtors, or the selected debtor. | |
| 266 | Creditor Address List | Lists creditor address and contact information for all creditors, active creditors, or the selected creditor. | |
| 267 | Creditor Basic Data List | Shows creditor details, including account number, contact information, tax, payment details, and bank account information. | |
| 268 | Debtor Basic Data List | Shows debtor details, including account number, contact information, tax, payment details, and bank account information. | |
| 269 | Trial Balance with Budget and Dimension Filter Option | Shows the General Ledger balances for the period and year-to-date with budget comparison. | |
| 271 | List of External Purchases on Jobs | Lists all external purchases on jobs, with voucher number, status, supplier (creditor), activity, description, profit margin, cost, and sale. | |
| 274 | Balance Sheet with Comparison | Enables you to specify a current period date range and prior period date range to compare to different financial periods. You can also refer to the updated Report 575. | |
| 275 | Financial Statement Debit/Credit | Compares current and prior year by General Ledger accounts. | |
| 276 | Financial Statement Debit / Credit | Compares current and prior year by General Ledger accounts. | |
| 277 | Period Balance Sheet with Comparison | Compares two periods by General Ledger account. Both periods are shown by the selected dates and by year-to-date. You can also refer to the newer report, 567. | |
| 278 | Historical List of Creditor Balance | Shows a creditor aging summary by account; includes aging from 0-365+ days. | |
| 279 | Historical List of Debtor Balance | Shows a debtor aging summary, by account; includes aging from 0-365+ days. | |
| 280 | Creditor Balance to Date | Lists balances by creditor. | |
| 281 | Debtor Balance to Date | Lists balances by debtor. | |
| 282 | Employee Profit Share | Shows hours, by client, at sales price; profit share in percent and amounts; and difference between hours spent at sales price and the employee share of revenue. | |
| 284 | Booking List | Shows vouchers and what was posted, by date. | |
| 286 | WIP Adjustments Overview | Shows an overview of WIP adjustments. You can group by client, department, job manager, job status, and client responsible. | |
| 290 | Creditor Invoice List | Lists invoices, including bonus agreement, claim, and credit note figures, by creditor. | |
| 291 | Creditor Purchase List | Provides an overview of total purchases per creditor for a specified period. | |
| 294 | Balance Sheet with Dimension | Shows a Balance Sheet with dimensions, which includes year-to-date plus current selected period and percentages, with the selected dates. | |
| 298 | Employee Statistics 3 | Shows actual hours, sales price, cost, write-up amount, and write-down amount, by client and resource. | |
| 300 | Actual Writeup / Writedowns List | Shows total WIP registered per job on a specified date, year-to-date, and all totals, including realized values as partial invoiced values on open jobs, and all invoiced values on closed jobs. | |
| 303 | Work in Process (WIP) to Financial Reconciliation, Aged List | Shows aging, status, price quote vs. actuals, and the amount that was invoiced, by client, by job. | |
| 304 | Debtor Sales List | Shows an overview of total sales per debtor for a period and year-to-date. | |
| 306 | Debtor Invoice List | Lists sales invoices by debtor, including bonus agreement, claim, and credit note figures. | |
| 307 | Statement of account with currency (PL Only) | Missing | |
| 308 | Corporate-Level Reporting | Shows Corporate Reporting totals relative to reporting group(s) set up under Settings » Folders, Reports, & Documents » Corporate Reporting Setup. | |
| 310 | Fiscal Report, 12 Months | Shows any preset group General Ledger accounts in a twelve-month period that you define, enabling you to compare those accounts to the financial budget. You define this preset group in . | |
| 312 | Prospect Status Report | Shows pipeline status code detail, including responsible, status, aging, probability, value, and the weighted value for all pipelines. Also includes totals based on status codes at the bottom of the report. | |
| 313 | Fiscal Report, Year-to-Date / Period | Shows a Profit and Loss summary comparison of current period vs. year-to-date, including Index BUD and LY, based on the groups that you define in . | |
| 314 | Statement of Accounts by Dimensions, 12 Months | Shows any preset group General Ledger accounts in a 12-month period that you define, enabling you to break it down by dimension. You define the preset group in | |
| 315 | Basic Setup List | Shows, for all accounts, the account type, the responsible, blocked, system, voucher, financial budget, tax, line number, and last-updated date, from the Chart of Accounts. | |
| 316 | Trial Balance with Dimension Split | Shows General Ledger balances by dimension. | |
| 318 | Group Balance with Dimensional Matrix | Shows the General Ledger balance with dimensions. | |
| 323 | Employee Profitability | Shows employee profitability in terms of utilization, including how hours are split on internal, billable time, and so on. Lists one line per employee for a given time range. | |
| 324 | Employee Password Policy | Lists the resource password expiration date and last-changed date. | |
| 326 | User Type Specific Access Settings | Shows license type settings for certain role-based System Variables, with date, IT, and CFO signature blocks. | |
| 328 | End-of-Month Report | Provides the month-end checklist in PDF form. | |
| 329 | Period and Year-to-Date by Client | Shows the client price quote vs. actuals Profit and Loss; looks at current period vs. year-to-date and Index BUD and LY, based on the groups you defined in Settings » Folders, Reports, & Documents » Finance Reports Configuration and in Finance Account Groups. | |
| 330 | Expenditure and Invoice Analysis | Shows the end date, job manager, expenditure totals, invoiced by category totals, and cost price analysis, by client and job. | |
| 332 | Pipeline Report - 3 Months | Provides a three-month forecast that shows WIP gross profit, job realized billings, and price quote totals, by pipeline. | |
| 333 | Goods / Services Overview | Provides an overview of total sales divided into goods and services, per debtor, assuming that System Variable 640 is enabled, and activities have been mapped to a good or service. | |
| 334 | Goods / Services Overview | Provides an overview of total sales divided into goods and services, per creditor, assuming that System Variable 640 is enabled, and activities have been mapped to a good or service. | |
| 341 | Profit Analysis by Dimension | Shows a statement of General Ledger accounts with bar graph, followed by a detailed breakdown, showing gross profit and net profit per dimension. | |
| 342 | Flex and Absence List | Shows absences earned, absences taken, and flex hours. | |
| 343 | Expected Debtor Payments | Shows a forecast of what is expected to be received, by week, at the debtor level. | |
| 344 | Debtor Reminder Invoice List | Lists detailed information about reminders sent to a specified debtor. | |
| 345 | Expected Creditor Payments | Shows a forecast of what is expected to be paid, by week at the creditor level. | |
| 346 | Accumulated Mileage Report | Shows a list of mileage entries in the selected period, with job, date, description, location, car registration number, distance, rate, amounts, status, approver, and paid date. | |
| 347 | Task Status with Completion Rate and Time Forecast | Shows allocated time used, actual time, and task status for all jobs. | |
| 348 | Price Quote | Enables you to print a price quote. | |
| 351 | Invoice | Enables you to print an invoice. | |
| 353 | Job Cost Details | Shows job costs by date, resource, and activity, including the margin, cost total, and sale total, for the job. | |
| 366 | Creditor Payment Check Middle | Shows the middle check stub layout, used to print checks where the stub is in the middle of the check. | |
| 368 | Expected Debtor Payments - Monthly | Provides a three-month forecast at the creditor level that shows what is expected to be received. | |
| 369 | Expected Payments Total - Monthly | Provides a three-month forecast at the creditor level and debtor level; shows what is expected to be received and payments to be made. | |
| 371 | Expected Creditor Payments - Monthly | Provides a three-month forecast at the creditor level that shows what is expected to be received. | |
| 377 | Job Progress Follow-Up | Shows end date; job manager; price quote; allocated and used hours; difference compared to approved price quotes; and schedule; by client and job status. | |
| 378 | Debtor Balance by Age 0-120 Days | Shows an overview of debtor balances, by age due 0-120+ days. | |
| 381 | WIP Project Postings Age Distributed | Shows total price, time, materials, and purchases; with adjustments and selected category aged 0-120 days. Total invoicing is also included. | |
| 383 | Personal Expense Entry Report | Shows your mileage, sustenance, and expense entries by client, job, date, and status for a specified date range. | |
| 386 | Clients Job Cost Details | Shows the job cost details, including cost total, margin, and sale total, by client, by job. | |
| 390 | Creditor Payment Check Remittance | Shows all checks and invoices when there are more than ten payments on the list. | |
| 391 | Gantt View 16 Weeks | Shows a 16-week Gantt view. | |
| 392 | Gantt View 4 Weeks | Shows a four-week Gantt view. | |
| 393 | Gantt Chart 24 Weeks | Shows a 24-week Gantt view . | |
| 394 | Gantt View 12 Weeks | Shows a 12-week Gantt view. | |
| 395 | Mileage Report | Shows individual mileage details. | |
| 397 | Gantt View 4 Months | Shows a four-month Gantt view. | |
| 398 | Gantt Chart 12 Months | Shows a 12-month schedule in Gantt view . | |
| 400 | Gantt Chart 8 Months | Shows an eight-month Gantt view . | |
| 409 | Staff Utilization Report | Shows resource utilization, including basic time, work time, billable percent, non-billable percent, and administrative percent. | |
| 412 | Ledger Postings | Shows a journal entry list with additional information on total posted, however, not at the detail level. | |
| 418 | Creditor Check List | Lists creditor checks for a specified bank account and check status (outstanding, issued, cashed, and voided). | |
| 423 | Reconciled Transactions | Shows completed bank reconciliation transactions, including type, number, date, paid to/received from, amount, and starting and ending balances. | |
| 426 | Price Quote List, 12-Month Forecast | Provides a job 12-month forecast by client based on price quote dates; includes the status, probability, and end date. | |
| 428 | Services Forecast | Shows backlog (scheduled tasks) and pipeline (price quote) figures, by client, by month. | |
| 429 | Capacity Forecast | Shows scheduled, forecasted, and available time, by resource . | |
| 431 | VAT Code Combinations | Shows VAT/Tax detail by General Ledger account and VAT code combination, while showing the net and VAT amount of all invoices in the selected period. | |
| 436 | Change Log | You can use this report to pull any change log from your WorkBook system, by date, field, old/new values, and the resource who made the changes. | |
| 437 | Change Log Debtor | Shows the change log for debtors by date, individual, field, and old/new values. | |
| 438 | Conversation | Provides the selected conversation in PDF form. Private comments and system-generated comments may be included. | Inbox |
| 439 | Job Budget and Expenditure Data with Graphs | Shows a breakdown of approved price quote hours and actual hours used across custom dimensions and profit center, over 12 months. | |
| 441 | Change Log Creditor | Shows the change log for creditors by date, individual, field, and old/new values. | |
| 442 | Change Log Employee | Shows employee changes by operation, including date, changed by, field, and old/new values | |
| 443 | Price Payment Plan Status | Shows payment plan timing by price quote status; includes job manager, currency, total quote amount, scheduled invoicing as of date, actual invoicing, and lack of invoicing as of run date. | |
| 444 | Change Log Chart of Accounts | Shows Chart of Accounts changes by operation, date, changed by, field, and old/new values. | |
| 447 | Bank Reconcile Report | Shows completed bank reconciliation transactions, with an overview of bank and workbook balances, including outstanding bank payments and deposits. | |
| 448 | Project Price Quote | Enables you to print one or multiple price quotes on a job by price quote, job status, or project. | |
| 449 | Voucher Data Sheet | Specifies how a voucher is allocated to jobs or General Ledger accounts. | |
| 452 | Price Quote Activity Overview | Shows price quote details, including the status, quantity, date, and sales price, by activity, for the job and price quote. | |
| 454 | Invoicing Worksheet | Shows approved price quotes and invoices on a job, followed by a detailed list of open expenditure items that have not been settled by a partial invoice. | |
| 457 | Invoice List with Debtor Balance | Shows a list of invoices by client, job, Project Manager, debtor, job contact, due date, aging currency, net amount, VAT amount, total amount, and due amount. | |
| 458 | Invoice List with Debtor Balance | Shows the invoice balance details, excluding adjustments, for the selected debtor. | |
| 460 | Gross Profit - 12 Months - Invoices and Future Price Quotes | Provides 12-month net revenue, including status, job completion date, and monthly net revenue actuals. | |
| 461 | 4 Weeks Resource Booking | Shows job, task, period, and status, by resource or group scheduling resource, for four weeks. | |
| 462 | Employee Gross Profit Distribution | Shows basic time, used time, and gross profit by resource , department. | |
| 465 | Fiscal Report, Year-to-Date Actuals | Shows Profit and Loss fiscal year-to-date. | |
| 468 | Employee Task Day Summary | Shows tasks and the resources who are assigned to them. | |
| 470 | Employee Performance Reporting | By resource , profitability that shows basic hours and percentages, total, billable, non-billable, internal, and overall profitability information. | |
| 471 | Task Time Use Summary | Shows scheduled hours vs. used hours per task, by resource , for the job. | |
| 473 | Price List | Enables you to create, duplicate, and block price lists; enable clients' or Companies' access to price lists; add price list data; perform mass updates of price lists; enable the active status of price lists; use the price list calculator; and determine clients' default price lists. | |
| 476 | Day-by-Day Task List | Shows a list of tasks, depending on the selected option. | |
| 478 | Expense Entry Report | An expense tracking tool that enables you to enter your own expense entries and submit them for payment. | |
| 479 | Time Entry with Overtime Rates | Enables you to add, remove, and enable the active status of time entry overtime rates. | |
| 481 | Price and Invoice Diff | Shows job price quote vs. invoicing, including variances. | |
| 482 | Job Invoice Status Report | Invoice submodule to set the payment status of invoices of selected jobs to paid. | |
| 483 | 1099-MISC | Provides the 1099-MISC report information to be printed on appropriate form letterhead. | |
| 484 | Job Post-It Card | Provides a job snapshot, including the job name, company, assigned hours, and completion date. | |
| 485 | Spanish - IVA 303 | Provides Spanish Form 303 VAT assessment. | |
| 486 | Ticket Graph | Shows support ticket priority, status, and days to close. | |
| 488 | Subsistence Allowance Report | Shows a list of subsistence entries per job. Subsistence is no longer supported, but the report can still show past subsistence entries. | |
| 489 | Project Sheet | Shows job details, including client, job name, job type, price list, team, and the job plan highlights. | |
| 493 | 12 Months Invoice and Price Quote Specification | Provides a 12-month job price quote by status vs. invoiced overview. | |
| 495 | Job Cost by Phase | Shows an overview of job price quotes vs. scheduled and used hours vs. invoiced. | |
| 497 | Job Expenditures Group Summary | Shows the job expenditures summary by activity, including hours, purchases, materials, purchase orders, invoiced amounts, and profit. | |
| 498 | Sum of all Codes | Provides North American creditor sales tax analysis; creditor voucher number, date, tax code, total purchase, tax rate, and tax payable amounts. | |
| 499 | Balance Sheet Single Column | Shows the balance of the Chart of Accounts in the selected period, and optionally, a comparison to the same period last year. Refer to reports 568 and 575 for additional balance sheet reports. | |
| 500 | Profit & Loss | Shows the balance of the Chart of Accounts in the selected period, and optionally a comparison to the same period last year. Refer to reports 574 and 576 for additional Profit and Loss reports. | |
| 501 | Job Hour Allocation and Spending | Shows job assigned vs. actual hours spent. | |
| 504 | Schedule List Simple | Shows the status, client, and task information, including assigned resources and hours for the job. | |
| 505 | Vouchers with Approval Details | Shows creditor voucher details, including the voucher number, finance date, approvers, approver role, approver priority, supplier, invoice details, and journal entry number. | |
| 506 | Job Cost and Profitability | Similar to Report 185, but this report includes hours at the cost price, as well as the number of hours used as the internal costs. | |
| 507 | Combined Price Quote | Shows a price quote summary for all jobs, including activity and price quote amount information. | |
| 508 | Revenue Tracker | Shows year-to-date actual and forecasted revenue vs. financial budget. | |
| 509 | Remittance Advice | Enables you ro print a remittance advice with payments made on the specified day. | |
| 511 | Job Key Figures | Shows job information, including the client, job name and ID, completion date, job manager, Account Manager, approved price quote amount, invoiced amount, actual hours, purchases, percentage of completion, last adjustment, and profitability at completion price quote, based on price quote status. | |
| 513 | Revenue Forecast vs. Budget | Shows client revenue forecast vs. actuals, including confirmed jobs year-to-date (YTD), weighted pipeline YTD, price quote to date, and remaining price quote. | |
| 517 | Job Profitability - Summary of Jobs | Shows project fees price quoted, incurred, invoiced, unbilled, recognized, accrued/deferred, and overrun; and purchases price quoted, invoiced from the supplier, open purchase orders, committed, invoiced to the client, and unbilled. | |
| 518 | Creditor Payment Check Top | Shows the top check stub layout, used to print checks where the stub is in the top of the check. | |
| 519 | Creditor Payment Check Bottom | Shows the bottom check stub layout, used to print checks where the stub is in the bottom of the check. | |
| 520 | Contact List - All | Shows a list of all resource contacts. | |
| 522 | Statement of Accounts (Transactions Currency) | Shows a full statement of account transactions for the selected debtor(s), with a list of transactions in the original transaction currency. | |
| 523 | Statement of Accounts (Transactions Currency) | Shows a full statement of account transactions for the selected creditor(s), with a list of transactions in the original transaction currency. | |
| 524 | Task Conversations | Shows all task conversations for the job schedule. | |
| 525 | Price Quoted / Allocated / Used Hours Cost | Shows, by client, job, and activity, the number of hours that have been scheduled and used, and what remains, at cost price. | |
| 527 | Debtor Sales List for VAT Reporting | Provides an overview of total sales and VAT amount, grouped by VAT code combination and debtor. VAT must be enabled to run this report. | |
| 529 | Trial Balance US | Shows General Ledger account movement. Includes beginning balance, debits, credits, and ending balances. | |
| 531 | Remittance Advice | Enables you to print a remittance advice that shows the payments for each creditor in the current payment pipeline. | |
| 532 | Employee Hour Distribution - 4-Week Summary | Shows four-week employee hours distribution, including the hours total, by job, by week. | |
| 533 | Expenditures / Price Quote Overview | Provides a job price quote overview, including activity details and job cost details on purchases. | |
| 534 | Access Rights for Roles HTML | Shows user access rights by role, listing access type for each system element (location). | |
| 535 | PQ Billing Plan | Shows a list of billing plan installments, by job, client, debtor, payment plan date, description, amount, and invoice status. | |
| 539 | Access Role Change Log | Shows user access role changes, operation, old value/new value, changed by, and change date, by access right. | |
| 540 | Price Quoted / Allocated / Used Hours Sale | Shows, by client, job, activity, the number of hours that have been scheduled and used, and what remains, at sales price. | |
| 541 | Booked Vouchers | Lists vouchers, including voucher status, creditor, amount, and journal number (if the voucher has been posted). You can select vouchers based on status. | |
| 542 | Profit Forecast Progress Status | Shows close date, price quote total, forecast month, expenditures hours, percent forecast month, expenditure hours for the specified time frame, and the percent of forecast month. | |
| 545 | Expenditures / Invoicing Summary by Department | Shows scheduled vs. quoted vs. actuals vs. invoicing by department and activity for all jobs. | |
| 546 | Expenditure and Invoice Analysis by Department | Provides job analysis by department, including job number, job name, completion date, job manager, actuals, invoiced, and cost of goods sold price analysis. | |
| 547 | Price Quote List, 12-Month Forecast by Department | Shows a 12-month job price quote overview, including price quote title, status, probability, and completion date, by job number. | |
| 548 | Gantt View 18 Month | Shows an 18-month Gantt view for the job. | |
| 549 | Employee List: Licenses and HTML Access Roles | Shows user access rights, including resource name, initials, employee ID, position, license type, and access role, by resource. | |
| 550 | Debtor Balance by Age 0-180+ Days | Shows debtor aging 0-180+ days. | |
| 551 | Balance Creditor by Age 0-120 | Shows creditor aging 0-120 days. | |
| 554 | Job Profitability w. Time | This report is similar to Report 185, but it includes both cost and sales prices for internal expenses (hours and materials). It also includes a schedule progress and a comparison of quoted (budgeted) hours, actual used, and remaining hours with percentages. | |
| 555 | Expenditure and Invoice Analysis w. Price Quote | Shows job manager, price quote, actuals, balances, and invoiced, by client, by job. | |
| 556 | Job Invoice Status Report | Shows sales invoice details, including invoice number, date, type, master client, purchase order, fees, expenses, VAT/Tax, invoice total, total billed (excluding VAT/Tax), and outstanding. | |
| 557 | Expanded Time Summary: Customer, Job, Employee | Shows time entry, job name, billable vs. non-billable, job ID, description, activity, employee, year/month, hours, and hours sale total, by client, by job. | |
| 558 | Employee Image List | Provides a resource list with avatars. | Resources |
| 559 | Task Time Use / Price Summary | Shows used hours and price per task, by resource, for the job, for the selected period. | |
| 560 | Outstanding Time Sheet Report | Lists missing timesheets, including total days outstanding, outstanding since, rejected, in draft, unfilled, submitted, total days, department, and employee title, by resource. | |
| 561 | Outstanding Time Sheet Log | Lists missing timesheets by resource. | |
| 562 | Outstanding Time Sheet Approvals | Shows missing timesheet approvals, including title, department, submitted by, submitted on, and total hours, by approver. | |
| 563 | Outstanding Time Sheet Log Single | Shows your missing timesheets. | |
| 564 | Client Profitability Report | Shows, by client, by job, income, number of hours, cost of resources, profit, and profit percent. | |
| 565 | Employee Projected Utilization (Booking Data) | Shows time entry detail, including employee, basic time (hours), allocated time (hours), internal, new business, non-billable, billable, total working time, holiday, illness, and total time percentages, by department. | |
| 566 | Creditor Purchase List for VAT Reporting | Lists creditor purchases for VAT reporting. Includes the creditor number, creditor, VAT number, total excluding VAT, VAT amount, and total including VAT. VAT must be enabled to run this report. | |
| 567 | Balance Sheet with Comparison Columns | Shows the Balance Sheet with current period, last period, last year, current year-to-date, and last year-to-date balances. | |
| 568 | Profit & Loss with Comparison Columns | Shows Profit and Loss with current period, last period, last year, current year-to-date (YTD), and last YTD balances. | |
| 569 | Capitalized Net Job Balance | Shows job accrued adjustments accounts vs. deferred revenue balances, which results in the net job balance. This report only includes WIP write-up and write-off purchases, time, material, and extras/discounts. | |
| 570 | New P&L Single-Column Report | Shows Profit and Loss information with General Ledger operating type accounts automatically pulled into the report. You can run this report with prior year comparison. | |
| 571 | Trial Balance | Lists General Ledger accounts with debit and credit columns. | |
| 572 | Balance Sheet with prior Year Comparison | Shows a Balance Sheet that automatically pulls in balance sheet General Ledger accounts as of a specified date. You can run this report with prior year comparison. | |
| 573 | Trial Balance with Period Comparison | Shows a trial balance as per date , with a comparison period and the differences between them . | |
| 574 | Profit & Loss with Period Comparison | Shows a profit and loss as per period , with a comparison period and the differences between them . | |
| 575 | Balance Sheet with Period Comparison | Shows balance as per date , with a comparison period and the differences between them . | |
| 576 | Profit & Loss vs. Budget | Shows a profit and loss balance, with financial budget comparison. | |
| 577 | US & Canadian Debtor Sales Tax | Shows sales invoices to debtors, with tax details, including the AR address information, payment reference, payment date, payment amount, invoice number, invoice date, amount, tax code, tax amounts, and tax rate. This report requires sales tax to run. | |
| 578 | Balance Sheet vs. Budget | Shows the balance sheet, with financial budget comparison. | |
| 579 | 1099-NEC | Provides the 1099-NEC (Non-Employee Compensation) report information to be printed on appropriate form letterhead. | |
| 580 | Work in Progress (WIP) to Financial Reconciliation, Aged by Month | Shows WIP values by age, including approved price quote, cost and sales of expenditures, adjustments, total WIP value, invoiced, and invoiced value. |