This article covers each report available related to finance, forms, skills and more. Additionally, each video demonstrates how the report looks when exported.
Financial Reports
Estimated Revenue by Day
This report offers valuable insights into the estimated daily revenue generated, providing a clearer understanding of daily financial performance.
Source: The source of this report is data calculated from invoicing and billing
Forms Reports
Form Answers
This report allows you to visualise all the responses submitted for the forms linked to bookings.
Source: The source of data for this report is the form submissions from booking
Skills Reports
Expiring Skills
This report provides a list of individuals along with their respective skills and the expiry status of those skills.
Source: The data for this report is sourced from skill and person module
Skills Matrix
This report allows you to filter and view all resources that possess a specific skill set.
Source: The data for this report is combined results from person and skills
Other Reports
Aggregated Payroll per Client
The report aggregates the total hours worked per client and the total allowances per client.
Source: The data for this report is sourced form pay runs that have not been deleted
Billing Checklist
This is a checklist of all the jobs that have been completed and are now ready to be invoiced.
Source: The bookings data
Non-Billable Items
This report lists all non-billable resources—such as vehicles, personnel, and equipment—under the company, providing a clear overview of resources not associated with billing.
Source: The combined data from vehicles, person and equipment modules
Project: Social Inclusion Scheduling Targets
This report helps you track the project's social inclusion efforts, specifically monitoring the percentage of targeted social groups represented in the workforce for each job.
Source: The data for this report is sourced from person, projects and project social inclusion group
