Project Reports

Report

Explanation

Project List – Action Templates

This will produce a spreadsheet of all projects, listing all actions, source types, etc.

Project List – Card File Export

This will produce a spreadsheet of all cardfile information based on the filters below.

Project List – Cost Per Copy

This produces a report for all prepaid labour and blocks.

Project List – E-Meter Read Setup/Meter Listing/Meter Profit/Meters Jobs Details/Page Request Form/Page Request Test

These are all reports for Managed Print Services Edition.

Project List – eBusiness Transactions

Produces a spreadsheet listing all eBusiness transactions for the dates selected.

Project List – Email from Project List

This allows sending templated emails to a group of contacts from a Project list.

Project List – Project

This will produce a project report for each individual project in the list, after selecting one of the choices here:

Project List – Project Detailed

This will produce a fully detailed project report for each individual project in the list, after selection here:

Project List – Project Profit

After filtering, this will produce a spreadsheet detailing COGS, actual labour cost, sell price gross margin percentage and gross margin in dollars.

Project List – Service History by Month

After filtering, will produce a spreadsheet detailing all service visits, including hours for the date range specified.

Report

Explanation

Project

Will produce a printable report of the selected project, after making a selecting here:

Project Action Templates

This will produce a template listing all the Action templates associated with the selected project.

Project Detailed

This will produce a fully detailed printable report of the selected project, after making a selection here:

Project Profit

After filtering as per below, this will produce a printable report of the project's profit.

Project Sticker

Will produce a printed sticker for the project.

Project Service History

After selecting a date range, this will produce a detailed report of the project service history, including job and parts lists.