Admin Reports
Select the reports tab within the admin console.
Select the report you would like to download. Some reports require a date or year to be added which will then display the data for the date range selected.
Default Reports
There are 4 reports that are available by default; Employee, Proposal, Project Financial Summary and Tracking.
Employee Report | This report will provide a summary of all important user information including their hourly cost. |
Proposal Report | This Report will provide a summary of all key information from the proposal details as well as the status. This won't provide a breakdown of the WBS. |
Project Financial Summary | This report will provide key project details info as well as key financial data incl; Budgets, approved variations, earned revenue etc. |
Tracking Report | This report will provide all tracking data for; Assets, Labour, Purchase Receipts and Expenses. |
Since the report is an excel download it won't update new information. You will need to download a new report for an update on the data.
Additional Reports
On top of the default report there are an additional 4 reports available upon request; Fixed fee WIP report, Reimbursable WIP report, Employee Utilisation report and WIP AR Summary report.
WIP reports (Fixed fee and Reimbursable) | This report provides a breakdown of the budget and actuals for all projects. The reports also include the WIP (Work in progress) and the AR (Available Revenue). |
Employee Utilisation Report | This report provides the Weekly %complete and utilisation as well as the monthly utilisation. |
WIP AR Summary Report | This report provides the monthly WIP and AR for each project. |