New Reports - June 2013 Release

Please review this brief article, highlighting our latest and greatest reports.

How do I see these?

To see the new reports, you'll need to give yourself, and/ or your pertinent team members the proper permissions.

From the ADMIN menu, choose Rate and Staff Management >> Manage Staff, Staff Rates, Staff Permissions. Click on the permission icon for the staff member you wish to open these reports for.

Open the permission set called Reports and data Export.

Scroll to the bottom. The new reports are the last 5 listed. Select some or all, and click Submit to save the permission changes for this user.

Report: Estimate, Actuals & Invoiced Dollars by Company & Job

This report provides a view of all Job details and Job financials with the data being displayed showing Company and Project summaries. Access this report via the REPORTS module >> Analyze tab.

 

Company: Search by specific Company

Project: Search by specific Project

Job: Search by specific Job

Account Executive: Filter by All or specific Account Executive on Estimate

Lead Creative (If enabled in System Preferences)

Client Lead (If enabled in System Preferences)

Job Type: Filter by All or specific job type

Job Status: Filter by Job Status

Project Status: Filter by Project Status

Data Date Range: Specify date range on Actuals (Timesheets), Invoiced Date, Expense Date

Work Type (If enabled in System Preferences): Filter by Work Type

The report will generate in .xml, which you should open using Excel.

Report: Projects and Jobs by Client Summary

This report provides a view of all job details with the data being displayed showing Company and Project summaries including Hours, Variance and Estimated Dollar Amounts. Access this report via the REPORTS module >> Analyze tab.

Office: Filter by All or specific Office

Company: Filter by specific Company

Project: Filter by specific Project

Job: Filter by specific Job

Account Executive: Filter by All or specific Account Executive on Estimate

Lead Creative (If enabled in System Preferences)

Client Lead (If enabled in System Preferences)

Job Type: Filter by All or specific job type

Job Status: Filter by Job Status

Data Date Range: Specify date range on Actuals (Timesheets)

The report will generate in .xml, which you should open using Excel.

Report: Jobs by Account Executive

This report provides a view of all Account Executives for Jobs in the system. All Jobs are organized by their respective Account Executive and display job line summaries including Estimated and Actual Hours and Variance. Access this report via the REPORTS module >> Job tab.

Company: Filter by specific Company

Project: Filter by specific Project

Job: Filter by specific Job

Account Executive: Filter by All or specific Account Executive on Estimate

Lead Creative (If enabled in System Preferences)

Client Lead (If enabled in System Preferences)

Job Type: Filter specific job type

Job Status: Filter by Job Status

Data Date Range: Specify date range on Actuals (Timesheets)

The report will generate in .xml, which you should open using Excel.

Report: New Business by AE& Qualification Level

This report will permit a search of all companies with Estimates where the Account Executive, Month Close, Qualification on the Estimate and company has been defined. The sort order will filter and present the information by Account Executive with totals for each record as well as a summation and for the report.

Access this report via the REPORTS module >> CRM & Sales tab.

Internal Office: Filter by All or specific Office

Company Status : Filter by All or specific company status

Province/State: Filter by specific Company Province State

Country: Filter by Specific Company Country

Account Executive: Filter by Account Executive on Estimate

Month Close: Filter by Month Close on Estimate

Approval Status: Filter by Estimate approval status

Company Type: Filter by Company Type

Qualification Level: Filter by Company Qualification Level

Company Creation Date: Filter by Company Creation Date

Note Follow-up Date: Filter by Note-Follow-up ( WILL ONLY SHOW NOTES WITH CURRENT STATUS CATEGORY)

The report will generate in .xml, which you should open using Excel.

Report: New Business by Month Close & Close Probability

This report will permit a search of all companies with Estimates where the Account Executive, Month Close, Qualification on the Estimate and company has been defined. The sort order will filter and present the information by the Close Month with totals for each record as well as a summation for the report.

Access this report via the REPORTS module >> CRM & Sales tab.

Internal Office: Filter by All or specific Office

Company Status : Filter by All or specific company status

Province/State: Filter by specific Company Province State

Country: Filter by Specific Company Country

Account Executive: Filter by Account Executive on Estimate

Month Close: Filter by Month Close on Estimate

Approval Status: Filter by Estimate approval status

Company Type: Filter by Company Type

Qualification Level: Filter by Company Qualification Level

Company Creation Date: Filter by Company Creation Date

Note Follow-up Date: Filter by Note-Follow-up ( WILL ONLY SHOW NOTES WITH CURRENT STATUS CATEGORY)

The report will generate in .xml, which you should open using Excel.

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