Reports

The commands on the Reports submenu provide listings of records maintained in the Costing application. These include lists of records processed through the various forms and transactions generated as a result of cost, timesheet and revenue postings and other transaction processes carried out in other applications integrated with the Costing application. Reports can be used to view information on your computer screen as well as printing. Most reports provide a number of options to determine the criteria, sequence and range of records reported.

Report	Use
Transaction Report	Produces a list of all transactions for the ranges selected, with totals for transaction types. You can print records in the order entered or you can choose a range by job, cost code, date and period. If the report is printed in job sequence, you can also choose whether transactions are listed or summarised by cost code for each job. Options are provided so you can select which transaction types are included.
Budget List	Produces a list of budgets for the range of job and phases selected. You can choose whether to report on costs, revenues or write offs and whether to include completed jobs.
Cost Report	Produces a list of all costs for the ranges selected, optionally with totals for cost codes and cost types. You can choose ranges for contracts, job and phase numbers, costs, revenues and write offs, transaction dates and periods. You can choose whether to include the value of any commitments on the report, completed jobs and transaction details or cost code totals.
Job Summary	Produces a summary of all transaction types for a range of jobs, optionally including completed jobs.
Contract Summary	Produces a summary of costs, revenues or write offs for a range of contracts, optionally including completed jobs and assigned job details.
Cost Code Summary	Produces a summary of costs, revenues or write offs for a range of contracts, optionally including completed jobs and assigned job details.
Profitability	Produces a report showing comparative figures for expenses, revenues and profits. The subtotal analysis depends on the sequence and criteria options you choose, but 'company' totals are always provided at the end of the report. Columns in the report include values for budget, actual, uplifted and committed amounts.
Job Profitability	Produces a detailed or summary report of job values comparing costs and revenues with profit totals per job and for the company as a whole. You can choose to include completed jobs in the report.
Contract Profitability	Produces a report of contract values comparing costs and revenues with profit totals per contract and for the company as a whole. You can choose to include completed jobs in the report.
Subcontractors Report	Produces a report listing subcontractor transactions for the current tax year or period or for all transactions, based on all or a range of subcontractor references. When producing the report you can also choose to clear tax period or year to-date tax totals.
Department Summary	Produces a list of all transactions for a range of departments, optionally including completed jobs and showing job details.
Project Leader Summary	Produces a list of costs, revenues or write offs for a range of project leaders, optionally including completed jobs and showing job details.
Estimate List	Produces a list of estimate transactions for costs, revenues or write offs.
Labour Analysis	Produces an analysis of labour in the ranges selected. This includes employee details, hours, rates and values for each job. You can produce the report in cost type or job order, based on all or a range of cost rates and for a range of transaction dates or periods. You can include details for employees and subcontractors and choose whether to include transaction details.