Reporting — found from sitemap — ActiveCollab

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Facts read from this source

• Reports finance types Report an error

  “A. Finance Reports Payments: See a monthly or yearly chart of payments, invoice numbers, dates, and amounts. Uninvoiced: Lists time and expenses not yet billed, grouped by project. You can invoice instantly from here or export to CSV for offline tracking. Invoices: View or filter all invoices associated with this project.”

• Reports time expense types Report an error

  “C. Time & Expense Reports Time Report: Choose daily/weekly/monthly/yearly view; group by person, project, job type, and export CSV. Expense Tracking: Same grouping and export options for expenses. Estimated vs Tracked Time: Compare your estimated time against actual tracked time. Project Budget vs Cost: For budgeted projects, shows your total budget vs what’s been spent so far (based on rates/job types).”

• Project report filters Report an error

  “You can select from Project Category, Project Client, Project Label, Project Leader, Created by, Completed by, Created on, Completed on and Group Results By.”

• Task report filters Report an error

  “There are Projects, Project Category, Project Client, Project Label, Project Leader, Task List, Task Label, Assigned To, Start Date, Due Date, Priority, Tracked Time, Time Estimate, Job Type, Created By, Completed By, Delegated By, Created On, Completed On, Group By as available filters.”

• Report presets Report an error

  “Optional: You can save the desired filters as a preset with “Save As Preset””

• Report CSV export Report an error

  “Optional: You can export the project to a .csv file with the “Export to CSV” in the upper right corner.”

• Uninvoiced create invoice Report an error

  “You can click on the desired Uninvoiced Time and Expenses to turn into an invoice by clicking on “Create Invoice” next to it.”

• Invoice report filters Report an error

  “You can filter it by Status, Projects, Client Company, Issued By, Issued On, Due Date, Closed on and Group Results By.”

• Assignments dashboard projects overview Report an error

  “You can see the number of opened and completed tasks for selected projects You can see the estimates VS tracked time for selected projects You can see the cost VS budget for selected projects”

• Assignments dashboard task filter widgets Report an error

  “Locate the Completed Projects widget in the Assignment Dashboard.”

• Time dashboard period filters Report an error

  “Click on “Year” in the upper right corner. You can now filter by Year Quarterly Monthly Weekly Daily”

• Time dashboard widgets Report an error

  “Locate the Non-billable Hours filter widget in the Time Dashboard.”

• Reports access owner Report an error

  “The Owner role has unlimited access to every function and part of your ActiveCollab account, including the Report section, all Dashboards and all Reports.”

• Reports access member plus finance Report an error

  “The Member+ “Manage time and finances” can access the Reports but only financial Reports (Payments, Uninvoiced, Invoices, and Project Budget vs Cost)”

• Reports access member plus projects Report an error

  “The Member+ “Start projects, manage people, and use reports" can access the Reports tab and all reports except Payments, Uninvoiced, Invoices and Project Budget vs Cost.”

• Time report grouping Report an error

  “Time Report: Choose daily/weekly/monthly/yearly view; group by person, project, job type, and export CSV.”

Scores citing this record

• The Bootstrapper Reporting
• The Data Protection Officer Collaboration depth
• The Data Protection Officer Reporting
• The Enterprise Architect Collaboration depth
• The Enterprise Architect Reporting
• The Enterprise Architect Support & documentation
• The Integrator Collaboration depth
• The Integrator Reporting
• The Integrator Support & documentation
• The Skeptic Reporting
• The UX Purist Reporting