Reports
To access reports, “Left Swipe” on a job within the main screen of the application, and select the More option. From this menu, three of the options are for reports that can be created. Once the selection is made, the report will be generated, and then the user will be given a preview of the generated report, which will be a PDF document. The user will be given the option to send the report to another application, including sending it as an e-mail attachment.
Currently, there are three different reports available:
- Job Invoice - This report is a detailed report of all expenses, mileage, and time associated with the selected job.
- Client Summary – This report summarizes all the jobs that are associated with the client that is associated with the selected job.
- Hours Worked – This is a timesheet report that summarizes the hours that have been recorded within the job. Note: this report is only available if the Time Tracker Feature is enabled.
Job Invoice
The detailed Job Invoice is a complete summary of the selected job. The report contains the following information:
- High Level Summary - Within this summary, the job total is displayed as well as the job name and purpose.
- Time – The Time summary contains the total dollar amount for all time entries as well as details about each time entry. All dollar amounts displayed within the time section are based on the billing rate that was entered for the time entry as well as the billing increment for the Client. The detailed time records are displayed chronologically and are grouped by date.
- Mileage – The mileage summary contains a total dollar amount for all mileage entries as well as details about each mileage entry. All dollar amounts displayed within the mileage section are based on the current mileage reimbursement rate set in the application preferences. The detailed mileage records are ordered chronologically.
- Expense – The expense summary contains a total dollar amount for all expenses as well as details about each expense entry. This section also contains a picture of all receipts that are associated with expenses. The detailed expense records are ordered chronologically, and are grouped by date. This section also contains an aggregate summary of expenses segregated by both the payment method and the associated tag.
Client Summary
The Client Summary Report provides a high level report of all jobs related to a particular customer. The following information is contained within the report:
- Summary - Within the Summary section of the report, a grand total for all jobs is displayed as well as current rate information.
- Job Summaries – The Job Summaries section provides a complete summary of each Job that is associated with the Client. Each summary record contains the Job Name, Purpose, Grand Total, Total Time (in dollars), Total Mileage (in dollars), and Total Expenses.
Hours Worked
The Hours Worked report provides a typical time sheet for submittal of hours. It purposely excludes rate information to provide a detailed summary of the time associated with the job.