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CONFIGURATION REPORTS


Lists

  • View all lists of timesheets, statusreports, expensereports, bills, payments, clients, projects, workers, worktypes, expensetypes, holidays, currency types, standard rate sets and periods in PDF format, on screen, or in hard copy format.
  • Export data from any list, in TAB delimited (TAB) or in a comma separated values (CSV) format file.
  • Choose the desired print format - portrait or landscape.
  • Specify the records you wish to print from your list.
  • Automatic loading of your data to Microsoft Excel, within your browser window, is supported for all Microsoft Windows platforms.

Detail-Edits

  • View all details of any detail-edit page in PDF format, on screen or in hard copy format.
  • Choose your preferred print format - portrait or landscape.
  • Print descriptions associated with the detail-edit page, if desired.
  • Export data from your detail-edit pages, in TAB delimited (TAB) or in a comma separated values (CSV) format file.
  • Automatic loading of your data to Microsoft Excel, within your browser window, is supported for all Microsoft Windows platforms.

Population Matrix - click image to open

        Population Matrix - Screenshot     Population Matrix - PDF example  

  • Get an overview of your office's workers, the projects or standard rate sets they are associated with, and their assigned worktypes, for any established period.
  • Sophisticated matrix design allows you to specify four different display parameters to customize your matrix for optimal viewing.
  • Abbreviated and full length name formats are supported for individual viewing preference.

Billing Rate Sets Matrix - click image to open

        Billing Rate Sets Matrix - Screenshot     Billing Rate Sets Matrix - PDF example  

  • Generate a rates-matrix report to view your office's charge-out rates, by worker, project, worktype, and time period.
  • Sophisticated matrix allows for four matrix display options, to satisfy different user preferences and facilitate viewing.
  • Abbreviated and full length name formats are supported.
  • Matrix cell width and decimals can be specified to meet required needs.
  • Multiple currencies and billing time units are supported.

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