Show Reports - Job Projects - Unlock the Power of Pre-Defined Reports

Show Reports for Sales

The heading Show Reports for Sales heading above is prominently placed at the start of this article to draw the user’s attention to it. This strategic placement is due to the presence of seven items from the Show Report function found in the Sales menu which have been included here within the Job Project module.

These reports have been strategically included here to enhance user convenience when utilising the Job Projects module. It’s important to emphasise that these reports will not be redundantly documented in this article. Instead, users can easily access them by selecting the hyperlinks provided below. When these hyperlinks are clicked, a new tab will open on your browser, presenting the user with relevant article that documents the specific Show Report function within the Sales module.

These reports from the Sales module are essentially identical, and therefore, duplicating the instructions for each of them would be an inefficient use of resources. Here are links to the Inventory > Sales > Show Report items: Sales by Client, Sales by Client Class, Sales by Item, Sales by Item Class, Sales by Project Class, Sales by Rep and finally Sales by Serial Batch.

Show Reports Job projects Overview

This Show Reports Job Projects sheds light on the Show Reports function within the SapphireOne Job Projects menu. This function empowers users to configure various report styles to meet diverse needs. In addition to the seven previously mentioned items, we also offer the following reports: Project Cost & Billing, Project Cost & Billing by Activity Code and Project Activity Summary. For these three reports, the user will note that the options for setting up these reports are even simpler than the reports from the Sales menu.

Standardised Layouts

Generating reports is a breeze with SapphireOne’s simple selection of standardised drop-down menus. Users can easily select the desired report options, followed by the preferred date or period for report generation. All reports can be exported in CSV format, compatible with any external spreadsheet program.

Selecting a Report

After selecting a report option in SapphireOne, you have the flexibility to choose various criteria for the report, as documented below. Once the report has been generated, you can easily export it as either an HTML or CSV file. These files can be opened in any web browser or external spreadsheet program for your convenience.

Project Cost & Billing

The Project Cost & Billing report is a comprehensive financial document generated within SapphireOne’s Job Projects module. This report meticulously tracks and calculates all costs associated with a specific Job Project, including labor, materials, and expenses. Simultaneously, it provides a detailed breakdown of billable items, enabling businesses to accurately invoice clients or stakeholders for the services rendered or goods delivered. This report not only facilitates precise cost control but also ensures transparent and efficient billing processes, making it an indispensable tool for project management and financial analysis.

Query Options (Project Cost & Billing)

• Range Menu – For this project cost and billing report is strictly by period only. Any selection made from the range menu the To and From data fields if altered should have numbers only entered.
  • Range Selection – The From or To should have periods only directly entered by the user.
• Depart Menu – This button provides a drop-down selection that allows you to either choose from all departments within the company, or select a specific department for generating the report.

Display Options (Project Cost & Billing

• Grouping Menu – This menu is a drop-down option that includes 5 items. It is used to group various items within the report, enabling users to organise and view data in a more meaningful way. With this feature, users can easily categorise and analyse Job Project data based on various criteria as follows.
  • None – For a basic report the None (Default) option is used, which will not group any item within the the report.
  • Other – Other grouping options for the report are as follows,:Task, Project, Project Class and Project Parent.
• Outstanding + Accrued checkbox – Typically, a report in SapphireOne does not incorporate outstanding amounts. However, when the Outstanding + Accrued checkbox is selected, the report is configured to include any outstanding amounts. This checkbox option provides users with the flexibility to extend the report’s scope to encompass outstanding and accrued transactions, offering a more comprehensive view of their related financial data.
• Recalculate – In SapphireOne, the Recalculate button serves a crucial role in generating and updating reports. Users must select this button to trigger the initial calculation of the report based on the default settings. Furthermore, it is essential to select the Recalculate button whenever modifications are applied to the report settings.

Footer Buttons

There are several buttons at the bottom of the Show Reports Page that Perform the following functions.

• Cancel Button – By selecting this button, the current report processing will be canceled.
• Export to HTML Button – Selecting this button will export the current report as an HTML file
• Export to CSV Button – Selecting this button will export the current report as a CSV file. CSV file.
• Print Button – By selecting this button, the printing interface for the current report will be opened.

Project Cost & Billing by Activity Class

A Project Cost and Billing by Activity Class report in SapphireOne is a powerful tool for tracking and managing project expenses and revenue. This report provides a comprehensive overview of project costs and billings categorised by activity classes, allowing businesses to gain valuable insights into their financial performance. It helps in analysing which activities are contributing the most to the project’s profitability, enabling better decision-making. By breaking down costs and billings by Activity Class, users can efficiently allocate resources, identify areas for improvement, and ensure that Projects stay on budget. This level of granularity in reporting ensures that businesses can optimise their project management processes and achieve greater financial efficiency.

Query Options (Project Cost & Billing by Activity Class)

• Range Menu – For this project cost and billing report is strictly by period only. Any selection made from the range menu the To and From data fields if altered should have numbers only entered.
  • Range Selection – The From or To should have periods only directly entered by the user.
• Depart Menu – This button provides a drop-down selection that allows you to either choose from all departments within the company, or select a specific department for generating the report.

Display Options (Project Cost & Billing by Activity Class)

• Outstanding + Accrued checkbox – Typically, a report in SapphireOne does not incorporate outstanding amounts. However, when the Outstanding + Accrued checkbox is selected, the report is configured to include any outstanding amounts. This checkbox option provides users with the flexibility to extend the report’s scope to encompass outstanding and accrued transactions, offering a more comprehensive view of their related financial data.
• Recalculate – In SapphireOne, the Recalculate button serves a crucial role in generating and updating reports. Users must select this button to trigger the initial calculation of the report based on the default settings. Furthermore, it is essential to select the Recalculate button whenever modifications are applied to the report settings.

Footer Buttons

There are several buttons at the bottom of the Show Reports Page that Perform the following functions.

• Cancel Button – By selecting this button, the current report processing will be canceled.
• Export to HTML Button – Selecting this button will export the current report as an HTML file
• Export to CSV Button – Selecting this button will export the current report as a CSV file. CSV file.
• Print Button – By selecting this button, the printing interface for the current report will be opened.

Project Activity Summary

The Project Activity Summary report in SapphireOne offers a concise yet comprehensive snapshot of Project progress and performance. It summarises key information such as project milestones, task completion status, resource allocation, and timelines, providing project managers with a clear overview of the project’s current state. This report allows for quick identification of potential bottlenecks or delays, facilitating timely adjustments to ensure projects stay on track. With its user-friendly format, the project activity summary report serves as a valuable tool for effective project management, enabling teams to streamline their efforts, meet deadlines, and ultimately achieve project success.

Query Options (Project Activity Summary)

• Range Menu – For this project cost and billing report is strictly by period only. Any selection made from the range menu the To and From data fields if altered should have numbers only entered.
  • Range Selection – The From or To should have periods only directly entered by the user.
• Depart Menu – This button provides a drop-down selection that allows you to either choose from all departments within the company, or select a specific department for generating the report.
• Query Button – This button serves as a valuable tool for refining the content of a report within SapphireOne. When users require the ability to filter the report based on particular criteria, such as a specific Project, they can initiate a comprehensive query by clicking on the Query button. This action prompts SapphireOne to unveil the detailed query pop-up interface, which grants users the capability to conduct thorough searches across SapphireOne’s database, identifying items that align precisely with the specified criteria.

Display Options (Project Activity Summary)

• Grouping Menu – This menu is a drop-down option that includes 5 items. It is used to group various items within the report, enabling users to organise and view data in a more meaningful way. With this feature, users can easily categorise and analyse Job Project data based on various criteria as follows.
  • None – For a basic report the None (Default) option is used which will not group any item within the the report.
  • Other – Other grouping options for the report are as follows,:Task, Project, Project Class and Project Parent.
• Outstanding + Accrued checkbox – Typically, a report in SapphireOne does not incorporate outstanding amounts. However, when the Outstanding + Accrued checkbox is selected, the report is configured to include any outstanding amounts. This checkbox option provides users with the flexibility to extend the report’s scope to encompass outstanding and accrued transactions, offering a more comprehensive view of their related financial data.
• Recalculate – In SapphireOne, the Recalculate button serves a crucial role in generating and updating reports. Users must select this button to trigger the initial calculation of the report based on the default settings. Furthermore, it is essential to select the Recalculate button whenever modifications are applied to the report settings.

Footer Buttons

There are several buttons at the bottom of the Show Reports Page that Perform the following functions.

• Cancel Button – By selecting this button, the current report processing will be canceled.
• Export to HTML Button – Selecting this button will export the current report as an HTML file
• Export to CSV Button – Selecting this button will export the current report as a CSV file. CSV file.
• Print Button – By selecting this button, the printing interface for the current report will be opened.

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