Reports (Local)

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QuickRef generates 8 different types of "reports".
 
Select the Reports menu item to see them. All reports include only information that you can see on screen; date range selection and project filtering rules all apply. All reports are created in HTML format and displayed in a built-in viewer. To print them, use the viewer's Print button.
 

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Details per type:
 
Single Project General Status - To make this report you must first select a particular project, from either the current or archive list. At minimum, the report includes the "header" information, and then any other options you have selected under the Configuration, General Status tab.
 
Single Project Purchasing Status - To make this report you must first select a particular project, from either the current or archive list. This report only looks at expense records. It contains three sections; the "header" information, then a list of things that haven't been bought yet (blue records, or estimates) and then a list of things that have already been bought (grey records, or actuals).
 
Proposal (Automatic) - To make this report you must first select a particular project, from either the current or archive list. The proposal includes (in order) the "header" information, the bullet points, the "Payment Terms" field from the client's card, a breakdown by division of the time to-do items, any discount calculations for the client, a total for services, a listing of any money (expense) estimates, a signature line, the "Conditions" from the client's card, and finally, a listing of the time to-do items.
 
Invoice (Automatic) - To make this report you must first select a particular project, from either the current or archive list. The invoice includes (in order) the "header" information, the bullet points, the "Payment Terms" field from the client's card, a breakdown by division of the time actual items, any discount calculations for the client, a total for services, a listing of any money (expense) actuals, and finally, a listing of the time actual items. If no special date range is selected, the invoice number will be the project number. If a date range is selected, the invoice number will have the number of the latest week appended to it (1 through 52).
 
Proposal / Invoice (Manual) - These are similar to the "automatic" versions outlined above, except the time and expense calculations are left out. So the entire body of the document is made up of the bullets section of text, only. This is convenient when you simply want to put together a quick lump-sum document, without having to make sure that all the line items add up correctly.
 
To-Do list - This report can be made from either a single project, or all of them currently displayed (depending on whether or not you have selected a single one from the list).  It consists of the project number and description, and all the time to-do items for the project. When run with multiple projects displayed, ones that don't have any to-do items are not mentioned at all.
 
Travel Log - This report can be made from either a single project, or all of them currently displayed (depending on whether or not you have selected a single one from the list).  It consists of the project number and description, all the mileage items for the project(s), sub-totals and a total. When run with multiple projects displayed, ones that don't have any mileage items are not mentioned at all.
 
Multiple Project Status - This report includes the "header" information of all projects currently listed.
 
Comparison Report - This report creates a bar graph comparing actual time or expense investment, or mileage (depending on which mode you are in) for all projects currently listed.