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Client & Project Reports

Learn about the project reports you can run in Design Manager

Bobbie Combs avatar
Written by Bobbie Combs
Updated over 10 months ago

In Design Manager, you can run reports on Project Management, Order Tracking, and Glossary Lists. This guide will describe each of these reports.

To access these reports, go to the left-side menu and click on Reporting. Find the report you want to run and click on the report name and enter the information to run your report.

Project Management Reports

  • Budget: This report is designed to show the Client the overall Project budget as well as the breakdown of the budget for each Location and Items within the Project. It is perfect for the beginning stages of planning and budgeting for a Project. To run the report enter a Project code or search for a Project. You can choose to Show the Item Pictures or not in the report

  • Client Accounting Inquiry: This report provides a detail list of accounting entries made to a Project including Retainers, Deposits, Client Invoices, and Payments. You can run this report with a Client and a Project to narrow the scope of the report

  • Client Status: This report is designed to be given to the Client as it shows the pertinent information of each Item in the specified Project including Estimated Pricing, Invoice status, Ordered Date information, etc. To run the report enter a Client code or search for the Client. There are ranges for Projects, Locations, Proposal and Invoice Numbers to narrow the scope of the report. This report has three formats to choose from:

    • Detail by Location: The default selection, the Detail by Location format lists each Item sorted and subtotaled by Location Code within a given Project

    • Detail by Proposal/Location: The Detail by Proposal/Location format begins a new page for each Proposal within the Project then lists each Item sorted and subtotaled by Location Code within the Proposal

    • Summary by Proposal/Location: The Summary by Proposal/Location format begins a new page for each Proposal and displays a single line per Location within the Proposal

  • Deposit Analysis: This report displays a complete accounting of Retainer and Client Deposit monies for a given Project. To run the report enter a Project code or search for a Project

  • Profit Analysis: This report is designed to give both an estimated and actual profit analysis for comparison. The report lists the Estimated and Actual Costs and Prices for each Active Item in a Project. The estimated profit is based on the estimated selling price from the Proposal and the estimated cost from the Purchase Order. The actual profit is derived from the Item price on the Client Invoice and the actual cost from the Vendor Invoice. To run the report enter a Client code or search for the Client. There are various ranges to narrow the scope of the report. This report as five formats to choose from:

    • Detail by Project: The default selection and groups items by Project

    • Detail by Manager: Groups items by Manager

    • Project Summary: Does not list each Item individually but, has one line per Project so that the overall profitability of all Projects can be quickly reviewed

    • Sales Category Summary: Groups Items by Sales Category

    • Location Summary: Groups Items by Location


Order Tracking Reports

  • Open Purchase Orders: Provides a list of all Purchase Orders that are currently "open". There are ranges for Ordered Dates, Projects, Clients, Salesperson and Vendors to narrow the scope of the report. There are four formats to choose from:

    • Vendor Summary: The default selection. Groups PO's by Vendor and shows the PO Number, Ordered Date, Ship By Date, Acknowledgement Date and Number along with financial information regarding the PO

    • Vendor Detail: Groups PO's by Vendor and lists all Components included on the PO's and includes all the information on the Summary version as well as the Component Reference Number, Quantity, Description, Sidemark, CFA Date, Expected Ship Date, Received Date, and Received and Back-ordered Quantities

    • Project Summary: Groups PO's by Project and shows the PO Number, Ordered Date, Ship By Date, Acknowledgement Date and Number along with financial information regarding the PO

    • Project Detail: Groups PO's by Project and lists all Components included on the PO's and includes all the information on the Summary version as well as the Component Reference Number, Quantity, Description, Sidemark, CFA Date, Expected Ship Date, Received Date, and Received and Back-ordered Quantities

  • Pre-Billing: This report is designed to assist in determining which Items need to be invoiced to the respective Client. All Items that have either not been invoiced or invoiced for less than the full amount as calculated by Design Manager will be displayed, provided the Item has not been set to Inactive or Complete. There are ranges for Projects, Clients, Salesperson and Items to narrow the scope of the report. There are two formats to choose from:

    • Summary: The default selection. Groups each Item by Project, followed by Location within a given Project and shows the Item Reference Number, Quantity, Proposal Number, Description, Status, Estimated Price, Amount Invoiced to Date, and Quantity Invoiced to Date

    • Show Pricing Detail: Shows everything that the summary format shows with more Item detail

  • Purchase Order Listing: This report shows a list of all open and closed Purchase Orders. There are ranges for Ordered Dates, Projects, Clients, Salesperson and Vendors to narrow the scope of the report. There are four formats to choose from:

    • Vendor or Project Summary: PO's grouped by Vendor or Project (whichever is selected) and shows the PO Number, Ordered Date, Ship By Date, Acknowledgement Date and Number along with financial information regarding the PO

    • Vendor or Project Detail: PO's grouped by Vendor or Project (whichever is selected) and lists all Components included on the PO's and includes all the information on the Summary version as well as the Component Reference Number, Quantity, Description, Sidemark, CFA Date, Expected Ship Date, Received Date, and Received and Back-ordered Quantities

  • Receiving: This report shows the Receiving status as well as other Order Tracking information for Components that have been included on Purchase Orders. There are ranges for Ordered Dates, Projects, Clients, Salesperson, Vendors, Received Dates, Ship To and Proposals to narrow the scope of the report


Time Billing

  • Employee Time Analysis: This report shows both Billable and Non-billable Time Entries for a particular Employee. There are ranges for Clients, Projects, Employees, Time Activities, and Time Entry Dates to narrow the scope of the reports. There are two formats to choose from: the Employee time analysis which is the default selection and the Employee time analysis no cost which only shows time

  • Project Time Analysis: This report shows both Billable and Non-billable Time Entries for a particular Project. There are ranges for Clients, Projects, Employees, Time Activities, and Time Entry Dates to narrow the scope of the report. There are two formats to choose from: the Project time analysis which is the default selection and the Project time analysis no cost which only shows time

  • Hours Journal: This report shows both Billable and Non-billable Time Entries entered within a specified calendar period. There are ranges for Activity Dates, Clients, Projects, and Employees to narrow the scope of the report


Glossary Listings

  • Clients: This report shows contact info for all Clients not marked as inactive. The Summary version shows the Client Code, Name, Contact and Phone, Fax, Salesperson/Manager, and Type. The Detail version shows all information on the Summary version along with other information

  • Employees / Managers / Salespeople: This report shows contact info and rate and cost information for all Employees

  • Locations: This report shows a list of all Location codes and names

  • Remarks: This report shows a list of all Remark codes and names

  • Ship To / Warehouse Codes: This list shows a list of ship to / warehouse codes, name and contact information

  • Time Activities: This report shows a list of all Time Activity codes, names and descriptions

  • Vendors: This report shows contact info for all Vendors not marked as inactive

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