Time and Item Reports

The list of reports are:

  Time and cost report displays: date,hours cost, value, job details.The user is able to define the data required and     the totaling and grouping options in the screen below:

Step1:        Select the data you wish to view

Step 2:        Output Options- select required totalling and grouping and the required level of detail from below

Step 2a        Right click in this space to view full list of totalling and grouping output options

  Highlight and click to select the data you wish to total and group by.

Step 2b:    Total and group by these fields. Change the order of grouping by either using the left / right arrow keys or         drag and to change the order of the grouping.

Step 3:    To print report refer to Overview

Step 4:    To save report selection options refer to Overview

  Displays cost charges for client, job, date and number of units.

Step 1:    Complete the above as below:

Step 2:    Right click anywhere in the heading space and select “set columns”

  From the list below select your required data and grouping/totalling options.

  Select{{ jobbag_help:reports_menu:tme_and_item_reports_pict10.png?109 }} to save options

Step 3:    To print report refer to Overview

Step 4:    To save report selection options refer to Overview

  Displays employee, date, expected hour, actual hours, cost, value. This report only displays days if the employee was     employed at that time and if time sheets have recorded on that day.

Step 1    Select data options:    date range, employee, approved leave

Step 2:    Select output options:    show costs, show values

Step 3:    To print report refer to Overview

Step 4:    To save report selection options refer to Overview

The Time Variance report is about staff utilisation/billable hours and value. It gives an insight into where all the time is going, and whether your team is meeting the expectations that you set for them. It measures:

•  the amount of time that you are expecting employees to record timesheets for
•  the amount of time that you expected to be on client jobs, and therefore billable time
•  the value of the billable time and whether that matched your expectations, and
•  compares the actual utilisation against the expected utilisation

Your expectations for billable hours are set in the Employees window.

Step 1:    Select from list of Options

Step 2: Select from list of suggested options

  If you select show details. you will see each day within the date range that you specified in selection options     (above). If you only want to get the total for each employee, turnoff show details.

Step 3:    Totaling and Grouping refer to Overview

Step 4:    To print report refer to Overview

Step 5:    To save report selection options refer to Overview

  Report displays:    Employee, Value, Invoiced, Write off, WIP

  Note:    This report includes the results of monthly WIP & Accruals process.

Step 1:    Select from list of options

 * Confirmed - the confirmed figures (from the jobs that you have confirmed)

•  Applied to GL -the WIP as it has been applied to the GL

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Step 2:    Totaling and Grouping

Step 3:    To print report refer to Overview

Step 4:    To save report selection options refer to Overview

  Employee capacity report displays:

  Example of an Employee Capacity Report

Step 1:    Create report by selecting options in the following screen:

 * Active and not departed employees

•  Include inactive employees
•  Include departed employees

 The selected list of employees can be grouped by:   * Employees (no grouping)

•  Division
•  Department
•  Role (employees will be grouped by their Primary role from the Organisation Chart; if they have more than one role, only the primary role will used for the report.

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Step 2:    Totaling and Grouping refer to Overview

Step 3:    To print report refer to Overview

Step 4:    To save report selection options refer to Overview