Default reports in New reports

Invoicing

Invoicing by account

• All invoicing
• Grouped by account
• Year to date

Waiting invoices

• All waiting invoices listed
• Grouped by invoice number
• Last 6 months

Overdue invoices

• All overdue invoices listed
• Grouped by invoice number
• Last 6 months

Scheduled invoicing

Scheduled invoicing by account

• All billable but unbilled scheduled invoicing rows
• Grouped by account and project
• Next 12 months

Scheduled invoicing monthly

• All billable but unbilled scheduled invoicing rows
• Grouped by account
• Pivoting/columns monthly according to scheduled invoice date
• Next 12 months

Costs

Costs by project

• All costs
• Grouped by project and cost type
• Year to date

Waiting costs

• All waiting costs listed
• Grouped by cost number
• Year to date

Unbilled billable costs

• All billable but unbilled costs
• Grouped by cost type and cost number
• Year to date

Hours

Hours by user

• All hours
• Grouped by user, account and project
• This month

Hours by jobtype

• All hours
• Grouped by jobtype
• This month

Hours by account

• All hours
• Grouped by account and project
• This month

Projects

Sales pipeline

• Pipeline projects
• Grouped by funnel and funnel stage
• Year to date

Project profitability

• All projects
• Sorted by sales margin
• Year to date

Won deals overview

• Projects in Won deals funnel
• Year to date

Accounts

Account profitability

• All accounts and their all-time profitabilities

Accounts listed

• All accounts and their (contact) details

Financial overview

• All accounts and their most important financial figures

Sales

Sales pipeline by sales agent

• Active quotes from the sales pipeline
• Grouped by Sales agent, Account, Project, Sales quote name
• Year to date

Won deals by sales agent

• Active quotes from Won deals funnel
• Grouped by: Sales agent, Account, Project, Sales quote name
• Year to date

Lost deals by sales agent

• Active quotes from closed projects on the pipeline (thus considered lost)
• Grouped by: Sales agent, Account, Project, Sales quote name
• Year to date

Offered products

• Total amount and total sum of different products on active sales quotes from all projects
• Grouped by: Product, Sales quote name
• Year to date

Forecast

Sales margin forecast (invoicing)

• A pivot table that shows a monthly sales margin forecast based on invoicing & scheduled invoicing
• Includes purchase orders and estimated costs (from revenue recognition). Also includes expenses & bills from all statuses except rejected.
• Next 6 months
  • Shows rows for projects that have some data for the selected months (also locked)

Sales margin forecast (revenue recognition)

• A pivot table that shows a monthly sales margin forecast based on revenue recognition
• Includes purchase orders and estimated costs (from revenue recognition). Also includes expenses & bills from all statuses except rejected.
• Next 6 months
  • Shows rows for projects that have some data for the selected months (also locked)

Activities

Activities by account

• All activities
• Grouped by account and project
• Year to date, by the activity date
• Sorted by account name and activity date

Activities by contact

• All activities
• Grouped by account's contact person
• Year to date, by the activity date
• Sorted by contact name and activity date

Activities by user

• All activities grouped by "assigned to" user, account and project
• Year to date, by the activity date
• Sorted by user name and activity date

Overdue activities

• Overdue activities shown individually
• Sorted by due date (previously called "reminder date")
• Year to date, by the activity date