You can download raw reporting data from Invoicing, Time Sheets, Payment Claims, and Yard Reconciliation where you can tailor it to your own formatting in excel.
Select Parameters for Projects section
Select Parameters for Time Sheet Reports section
Select Parameters for Yard Report section
Introduction
The Reporting capability helps you to efficiently customize your data reporting by downloading selected data to Excel where you can tailor the presentation of your information to your specific reporting preferences.
Access to this feature is available from the Invoice Automation, Payment Claims, Time Sheets and Yard menus. You must have the Security Role of Project Reports to use this feature. For Yard Access you need the Security Role of Yard Maintenance.
Report Download
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Go to Invoice Automation > Reporting, or
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Time Sheets > Reporting, or
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Payment Claims > Reporting, or
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Yard > Reporting.
In the Report Download screen > Run Report tab:
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Report Area: Select the report type from the dropdown list. The options are: Project Costing, Time Sheet, Yard Report
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Report Type: The options that are available depend on your selection for the Report Area. Select the Type you want. Then you will see fields where you can now select the parameters for the Report Type that you have selected.
Select Parameters for Projects section
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Branch: Optionally select one or more Branches from the dropdown list or the multi selection option.
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Project: Optionally select one or more Projects from the dropdown list or the multi selection option.
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Active Projects: This defaults to Yes. You can select No or All.
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Click Search to display the Projects that meet your selection criteria in the grid below. You must have at least one Project to be able to run your report.
Select Parameters for Time Sheet Reports section
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Start date: Select that start date for your report.
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End date: Select that end date for your report.
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Time sheet user group: Select a time sheet user group from the dropdown list if required.
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Time sheet user: Select a time sheet user from the dropdown list if required.
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Time sheet entry type: Select a time sheet entry type from the dropdown list if required.
Select Parameters for Yard Report section
Select bookings
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Start date: Enter a month start date. Remember you can use the keyboard short cuts, e.g. mb1 for 1st January in the current year.
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End date: Enter a month end date. Remember you can use the keyboard short cuts, e.g. me1 for 31st January in the current year. You can select a date range of one month.
Report Progress Claims section
The Report Types that you have available for Progress Claims reports are shown here:
In the Select Projects section, you can select from these options:
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Branch: Optionall,y select one or more Branches from the dropdown list or the multi selection option.
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Project: Optionally, select one or more Projects from the dropdown list or the multi selection option.
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Active Projects: This defaults to Yes. You can select No or All.
In the Select Parameters section you can select from:
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Client / Receivable account: This field is available for the Head Contract reporting options.
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Supplier: This field is available for the Sub Contract reporting options.
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Date range options: The start and end date range is available for some reports. This can be Claim Start and End date range, and Transaction Start and End date range, depending on which report you have selected.
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Click Search to display the Projects that meet your selection criteria in the grid below. You must have at least one Project to be able to run your report.
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Click Run Report.
Now on the right side of your screen, you can see the that your report is being created. When the Status shows as Success, you can download your report.
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Click Download to down your .xlsx report.
Recent reports tab
You can see recent reports here, and download them again from this screen.
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Click Download in the URL column to download the report you want.
TIP: Reports will be cleared from the Recent reports tab at the end of the day.
Exported Fields
The columns for each of these reports is shown here.
All Project Costs
This option creates a zip file with two xlsx files:
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Current Work in Progress.
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TimeSheetBudgetHoursVsActualHours.
The columns for these two reports are shown below.
Time Sheet Budget Hours Vs Actual Hours
The columns exported for this report are:
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Project |
|
Project description |
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Cost Code |
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Cost Type |
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Revised Budget Hours |
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Revised budget |
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Spent hours |
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Spent amount |
Staff Labour On Project
The columns exported for this report are:
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User Code |
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User Description |
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Project Worked On |
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Project Code |
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Cost Code |
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Hours Assigned |
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Date |
|
Cost Type Code |
|
Cost Type Description |
|
Cost Code Code |
Current Work In Progress
The columns exported for this report are:
|
Branch |
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Project |
|
Project description |
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Revised Contract Value |
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Revised Budget |
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Budgeted Margin |
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Forecasted Cost at Complete |
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Variance |
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Forecast Margin |
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Forecast Margin % |
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Spent |
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Invoiced to Date |
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WIP |
Yard Reconciliation Report
The columns exported for this report are:
| Booking Number |
| Project Code |
| Project Description |
| Item Set Code |
| Item Set Description |
| Quantity |
| Yard Code |
| From Booking Date |
| To Booking Date |
| Return Date |
| Status |
| Estimated Amount Excluding Tax |
| Entered By User Description |
Progress Claims reports
The columns exported for these reports are:
Head Contract Retention Reports:
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Head Contract Retention Transaction |
Head Contract Retention Balance |
|
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Project Code |
Project Code |
|
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Project Description |
Project Description |
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Receivable Description |
Receivable Description |
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Claim Start Date |
Claim End Date |
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Claim End Date |
Balance Amount (total) |
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Approved Claim Value |
||
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Retention Retained Amount |
||
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Retention Release Amount |
||
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Retention Amount Held |
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Sub Contract Retention Reports:
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Sub contract Retention Transaction |
Sub contractor Retention Balance |
|
Project Code |
Project Code |
|
Project Description |
Project Description |
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Supplier Description |
Supplier Description |
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Claim Start Date |
Balance Date |
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Claim End Date |
Balance Amount (total) |
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Approved Claim Value |
|
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Retention Retained Amount |
|
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Retention Release Amount |
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Retention Amount Held |
Receivable Invoices Report:
| Project code |
| Project description |
| Receivable Account Description |
| Invoice number |
| Invoice date |
| Claim number |
| Claim start date |
| Claim end date |
| Amount Excl. |
| Tax |
| Amount Incl. |
| Retention Held (i.e. the less retention amount on invoice) |
| Retention released (i.e. the Retention release claimed amount on invoice) |
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Last updated: 17 October 2023