REPORT DESCRIPTIONS
Bookings Reports | Public Folders | Management Portal | Project Management Portal
BOOKINGS REPORTS
Sales Book Report
The Bookings Reports provides a dimensional view of today’s open Sales Orders. The Bookings Reports lets you slice and dice the Sales Book into totals by Region, Office, Sales Rep, Month and Product code.
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ECONOLITE PORTAL
- Finance
- Balance Sheet
The Balance Sheet is a management
report that shows the balance sheet
financial statement.
- Econolite ADP Report
This report formats Costpoint information to be used with ADP for Econolite.
- General Ledger Detail
The General Ledger Detail report
provides the details of the GL
transaction information stored in
Costpoint.
- Organization List
The Organization List report shows organization setup information, which allows you to review the organization structure set up in Costpoint.
- Project Ledger Detail
The Project Ledger Detail Report is used to print detail postings to the General Ledger for all project/ account/organization combinations.
- Accounts Payable
- Check Register
The Check Register Report lists of all the checks that have been recorded in the system, regardless of whether the checks have been printed.
- Comerica ARP Report
This report gathers information from Costpoint and formats it to be prepared for Comerica Check payments.
- Open A/P Report
The Open A/P report lists all the vouchers that are outstanding and waiting for payment.
- Accounts Receivable
- Accounts Receivable Aging
The Accounts Receivable aging report is a management report that provides a list of all unpaid or partially paid invoices.
- Billings
- Costpoint Inventory Report
The Costpoint Inventory Report provides inventory counts and variance information from Costpoint.
- Unbilled Receivables Analysis Report
The Unbilled Analysis Report provides information on the computation of the unbilled balance and the major components of the balance.
- Labor
- Materials
- Inventory Report
This report reports the inventory.
- Inventory Stock Status Report
Use this report to provide a listing of inventory or whenever current inventory quantities and amounts are needed.
- Payroll
- Econolite Reconciliation Report
The Reconciliation report is a report that provides reconciliation on the Costpoint timesheets to ADP before they are posted to the General Ledger.
- ETeam ADP Report
This report formats Costpoint information to be used with ADP for ETeam.
- Prevailing Wages Report
This report provides a list of prevailing wage
- Projects
- Project Master Summary Report
This report provides a summary of Projects that have been added or modified in Costpoint.
- Project Status Report
The Project Status Report shows revenue, direct costs (labor and non-labor), indirect costs and profitability by project.
- Project Summary Report
This report provides a summary of the all the projects contained in Costpoint.
- Sales
- Time & Expense
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MANAGEMENT PORTAL
Accounts Receivable Aging
The Accounts Receivable aging report is a management report that provides a list of all unpaid or partially paid invoices.
A/R Charts
The Accounts Receivable (A/R) Charts report is a management report that graphically represents the Accounts Receivable Aging data with drill through to the detail Accounts Receivable information.
Employee Basic Information
The Employee Basic Information report shows employee basic information
(Excluding salary related information).
Expense Analysis
The Expense Analysis report provides a high level graphical analysis of data in
Deltek Expense.
Income Statement
The Income Statement is a management report that shows profit and loss Information by organization.
Labor Summary with Posted and Unposted Hours
The Labor Summary with Posted and Unposted Hours report extracts data from both Costpoint and Time Collection.
Labor Utilization
The Labor Utilization report is an analysis of the percentage of employee chargeable hours on direct projects compared to the total hours spent.
Project Revenue Summary with Backlog
The Project Revenue Summary with Backlog report provides revenue, cost, budget, and backlog information for an individual project or a group of projects.
Project Status Report
The Project Status Report shows revenue, direct costs (labor and non-labor), indirect costs and profitability by project.
Time & Expense Charge Activity Report
The Time and Expense Charge Activity report allows you to run a report that will show hours entered, expenses charged, and billable amounts for employees, by project.
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PROJECT MANAGEMENT PORTAL
Blanket Authorization
The Blanket Authorization report shows detailed information regarding blanket authorizations that have been entered in Deltek Expense.
Burdened Labor and ODC’s
The Burdened Labor and ODC report shows the burdened costs by resource for labor, and by account for non-labor, by project; information that was previously unavailable in Costpoint.
Customer Master Information
The Customer Master Information report provides a list of customers with the relevant master file information.
Employee Basic Information
The Employee Basic Information report shows employee basic information
(Excluding salary related information).
Labor Summary with Posted and Unposted Hours
The Labor Summary with Posted and Unposted Hours report extracts data from both Costpoint and Time Collection.
Labor Utilization
The Labor Utilization report is an analysis of the percentage of employee chargeable hours on direct projects compared to the total hours spent.
Milestone Invoice
The Milestone Invoice report renders the milestone/percent complete invoice, which can be used as a template to create customized standard invoices.
Project Master
The Project Master report is a one page form report that contains project master file information.
Project Percent Complete Report
The Project Percent Complete report provides a list of projects whose revenue has reached a certain percentage of their contract or funded value.
Project Revenue Summary with Backlog
The Project Revenue Summary with Backlog report provides revenue, cost, budget, and backlog information for an individual project or a group of projects.
Project Status Report
The Project Status Report shows revenue, direct costs (labor and non-labor), indirect costs and profitability by project.
Requisitions
The Requisitions report is one in a series of reports that allow users to start with a requisition and see the related Purchase Order, Voucher, and Check information.
Standard Invoice with Backup
The Standard Invoice with Backup report renders the standard invoice with current billable amounts, units, and ACRN data, including supporting schedules.
Time & Expense Charge Activity Report
The Time and Expense Charge Activity report allows you to run a report that will show hours entered, expenses charged, and billable amounts for employees, by project.
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Econolite Portal
- Finance
- Balance Sheet
- Econolite ADP Report
- General Ledger Detail
- Organization List
- Accounts Payable
- Check Register
- Comerica ARP Report
- Accounts Receivable
- Accounts Receivable Aging
- Billings
- Costpoint Inventory Report
- Unbilled Receivables Analysis Report
- Labor
- Materials
- Payroll
- Econolite Reconciliation Report
- ETeam ADP Report
- Prevailing Wages Report
- Projects
- Project Master Summary Report
- Project Status Report
- Project Summary Report
- Sales
- Time & Expense
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