Project Detail Reports
A number of reports specific to Projects are available under the Role Center > Projects Reports. Each report can be filtered to select one or more Projects.
Projects Detail Reports
| Report Name |
Description |
Active Projects![]() |
Run this report to get a list of Projects where the Status is set to Active.![]() |
| Milestones |
Run this report to get a list of Milestones for all Projects. |
| Project Journal (Project Ledger Entries) |
Run this report to review the Project Ledger entries. This should be filtered to a specific Project because the results show all Journal Entries for all Projects |
| Task Detail Ledger |
Run this report to see detailed postings by Task. This should be filtered to a specific Project and possibly a specific Task because the results show all Task entries for all Projects. |
| Subcontractor Payment Requests |
Run this report to view all Subcontractor Payment Requests. |
| Hour Bank Detail |
Run this report to show all Projects on an Hour Bank, the beginning and remaining balance of an Hour Bank, the subtotal Usage by Project and hours or amount values based on the Hour Bank Type.Requires a Date or Date range for Hour Bank Ledger Entries. |
Project Summary Reports
| Report Name |
Description |
Profit Summary![]() |
Run this report to view a Profit Summary by Project. Filters are available to limit the results to one Project.Fields include:![]() |
|
- Completion Date |
|
- Budget Price |
|
- Invoiced Price |
|
- Project Cost |
|
- Profit % |
Task Summary![]() |
Run this report to view a Profit Summary by Task.This should be filtered to a specific Project and possibly a specific Task because the results show a Summary of all Task entries for all Projects.Requires a Posting Date Filter, which can be a specific Date or Date range.![]() |
| Labor Summary |
Run this report to view Resource Labor Summary information. Requires a Posting Date Filter, which can be a specific Date or Date range. Includes Labor Hours and Labor Costs. |
| Revenue Summary |
Run this report to view Revenue by Project. Includes Budgeted Price, Actual Price, Invoiced Amount and Unbilled Amount. |
| Task Revenue Summary |
Run this report to see Profit based on Recognized Revenue by Task. |
| Project Billed to Date |
Run this report to view Customers and Invoices posted with Total Price. |
Contracts
| Report Name |
Description |
Contract Task Summary![]() |
Run this report to view Project summary information by Contract Task. Fields include:![]() |
|
- Budget Cost |
|
- Budget Price |
|
- Total Cost |
|
- Total Price |
|
- Overall Completion % |
Project Budget
| Report Name |
Description |
Budget Comparison![]() |
Run this report to compare results for different Budget Versions.![]() |
| Budget Quantity |
Run this report to see Budget Quantity by Project. |
Project Invoicing
| Report Name |
Description |
Suggested Billing![]() |
Run this report to show transactions ready to invoice by Project. This report includes Chargeable Expenses or Timesheet entries. Fields include:![]() |
| Project No. |
|
| Description |
|
|
Time & Material |
|
- Budget Price |
|
- Usage (Price) |
|
Discount |
|
- Invoiced |
|
- Amount to Invoice |
|
Scheduled Billings |
|
- Planned Scheduled Billings |
|
- Invoiced |
|
- Amount to Invoice |
Unbilled Report![]() |
Run this report to show all Unbilled entries by Project. Unbilled entries include transactions that were previously partially billed.![]() |
| Sales Retention |
Run this report to view Sales Retention entries. Sales retention entries are generated from posted sales invoices where a Retention Percentage is specified. To create Retention on a sales invoice, see: Calculate Sales Retention |
| Non-Posted Scheduled Billings |
Run this report to show all Scheduled Billings that have not yet been posted. |
| Projects Without Invoice Setup |
Run this report to show any Project that does not have Invoice Setup completed. Projects that do not have Invoice Setup completed cannot be invoiced. |
Timesheet Reports
| Report Name |
Description |
Timesheet Report![]() |
Run this report to review Resource Timesheets.![]() |
| Timesheet Approval Report |
Run this report to review Timesheet Approval information. The Status field shows the waiting approval level of approval the Timesheet is awaiting approval on, and the Approved Layer field to determine which level of approval has already occurred. |
| Timesheet Chargeable vs. Non Chargeable |
Run this report to compare Resource Chargeable vs. Non Chargeable Timesheet data. |
Expense Sheet Reports
| Report Name |
Description |
Project Expense Details![]() |
Run this report to view Project Expense details.![]() |
| Approved Expenses |
Run this report to view approved Expenses by Resource. |
| Approved Expenses MC |
Run this report to view approved Multi-Currency Expenses by Resource. |