Reports (old)

The Reports module contains our so-called legacy reports. We recommend using the New reports module, where you can create new reports yourself and edit their structure.

• Basic report functions
• Hours
• Invoicing
• Sales
• Bills
• Products
• Recognition
• Profitability
• Forecast
• Management reports

The system includes several pre-built reports that you can export e.g. to Excel.

Permissions: Reports
PSA plans: all (selection varies by plan)

Basic report functions

Filters

You can filter the report content by selecting filters from the drop-down menus or under the Add filter button. Remember to click Search so that the results are updated.

Save search

You can save the filters you have set for future use by clicking Save search. You can later return to your saved searches by selecting the saved search from the Saved searches menu.

Printing the report to PDF or Excel

You can print the report to a PDF file or to Excel using the icons shown below.

Additional options

From the eye icon you will find additional options related to displaying the report. The content varies depending on the report.

If you have the currency add-on in use, in some reports you can also select the currency.

Hours

• Accounts - total
• Accounts - daily
• Employees - summary
• Employees - daily
• Hour balance
• Billing rate
• Overtime
  • if the overtime feature is enabled
• Hours by job type
• Hours by task
• Export hours
  • creates an Excel file for exporting hours to another system. Visible if certain integrations are in use.

Invoicing

• Cost period and Invoicing period
  • the report does not take the Quote, Automatic invoicing, or Scheduled invoicing into account. Invoicing data comes from the Invoicing material, not from invoice rows.
• Invoice degree per customer and Invoice degree per user
  • includes only invoiced hours. Invoicing data comes from the Invoicing material, not from invoice rows.
• Invoices summary
  • the column "Invoiced bills" also takes Travel expenses and Expenses into account.
• Invoices summary with rows
• Scheduled invoices by account and Scheduled invoices by project
  • scheduled invoicing monthly for Scheduled invoicing and Automatic invoicing. From the drop-down menu you can choose to view Scheduled invoicing, Automatic invoicing, both, or projects without these. You can use the report for forecasting by showing the opportunities of Pipeline projects.
• Monthly by account and Projects monthly

Sales