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 the Report or paper icon. 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
Budget Analysis (Project Level): This report is designed to compare the project budgets against the Estimated and Actual Prices currently recorded for the Location or Sales Category. To run the report enter a project. You can choose to filter the report by Sales Category and Location.
Budget Analysis (Item Level): This report is designed to compare the Item Budgets against the Estimated and Actual Prices currently recorded for the Item. Ranges for Clients, Projects, Sales Categories, and Locations are available to narrow the scope of the report. You can choose from several formats.
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
Freight Analysis (Installation / Labor / Etc.): The Freight Analysis Report is similar to the Profit Analysis Report but is designed to analyze a certain Component Type such as Freight, Installation, etc. The Freight Analysis Report displays the Estimated Cost and Price versus the Actual Cost and Price for Items within a Project. The Estimated Cost and Price are entered by the user through the Items Window while the Actual Cost and Price are automatically recorded by entering Vendor and Client Invoices, respectively.
Pick List / FF & E: This report is similar to a shipping ticket in that Components are grouped by Ship-To location within each Project to assist in proper delivery. A Project Code must be entered for which to print the Pick List Report. The report will display Components based upon one of the five choices in the Selection menu. Ranges for Ship-To Codes, Vendors, and Locations are available to optionally narrow the scope of the report. Further, each Component Type, not including Merchandise, can be optionally excluded from the Pick List Report to prevent Components that represent goods or services that do not require shipping to keep the document as concise as possible.
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
Project Cash Allocation: This report is designed to show the Estimated Cost and Price of an Item versus the cash received from the client and how much is allocated to the Vendor (current and future).
Project / Order Cash Flow: This report displays the movement of cash into the company from monies received from the Client and the movement of cash out of the company via payments to Vendors. To achieve this goal the report is divided into four sections: Client Retainers and Deposits, Client Invoices and Payments, Vendor Deposits, and Vendor Invoices and Payments. The Project / Order Cash Flow Report requires a single Project Code to be entered for which accounting activity will be displayed.
Request for Bid: This report is used to query Vendors for their estimated cost to provide particular goods or services. To generate a Request for Bid, a new Purchase Order for the goods or services must first be generated within the Project section as normal. Often, the Vendor most likely to be awarded the bid will be used or you can create a generic "Request for Bid" Vendor specifically for this purpose. After the Purchase Order is created, run the Request for Bid report and enter the Project Code, Purchase Order Number and at least one Vendor Code from which to send the Request for Bid. Up to five Vendor Codes can be entered for a single Request for Bid printing. The Request for Bid document is very similar to a Purchase Order but does not include any cost information. Upon receiving the Request for Bid, the Vendor then inputs the estimated costs and returns to document for review.
Schedule: This report will show the Project Schedule for the Project Selected.
Order Tracking Reports
Acknowledgment: This report shows order tracking information for each Component that qualifies for a variety of ranges and Purchase Order acknowledgement conditions.
Expected Ship: This report monitors the Expected Ship Dates as well as other Order Tracking information for Components that have been included on Purchase Orders for the Project.
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
Proposal Listing: This report displays Proposals that have been generated for Projects that satisfy a variety of user-defined criteria. The Proposal Listing Report displays each Proposal, grouped and subtotaled by Project, with columns for Proposal Number, Date, and Name, Proposal Status, Requested Deposit, Received Deposit, Total Estimated Price, Sales Tax, and Proposal Total. Ranges for Project and Client Codes and Proposal Dates are available to narrow the scope of the report. There are also two Show Proposals options that can be used to further refine the report. The first Show Proposals selection allows the user to choose All, Active (not Inactive and not Complete), Inactive, or Complete Proposals. The second Show Proposals selection allows the user to show Proposals that have or have not yet received a Deposit from the Client. The Project Contact information may also be optionally displayed.
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
Unordered Components: This report lists Components that have not yet been included on a Purchase Order along with other Order Tracking information. The Unordered Components Report can be printed for ranges of Clients, Projects, and Proposal Numbers. Components can be displayed based upon one of the three selections in the Show Components menu:
All Unordered Components: Any Component that has not been previously included on a Purchase Order.
With a Proposal Date: Components that have not been included on a Purchase Order but have been included a Proposal to the Client.
With a Proposal Date and Deposit: Components that have not been included on a Purchase Order but have been included a Proposal to the Client for which a Deposit has been received and recorded.
The Exclude Invoiced Items option prevents any Components from being displayed if the Item has already been invoiced to the Client to exclude Components that may never need to be included on a Purchase Order. By default, the Exclude Invoiced Items option is set to Yes. The Vendor contact information, Status / Notes of the Component, and the full Component Description for each Component can also be optionally displayed.
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