The following Reports are available in this Report category:
Samples of the set of Production Reports are shown below with a short description of what each Report does. For Reports with more than one tab, the contents of each tab are shown in sequence.
This set of Reports can be Filtered, Customied and Scheduled for delivery by email. For detailed instructions as to How to do this, click on 1 of these links:
Warning messages such as 'Enable Content' or 'Protected View' may appear when opening downloaded or Emailed Excel Reports. For help on disabling these warnings, refer to How to Disable Warnings in Chase Insight Reports.
This Report Lists all relevant information regarding Jobs including Job Status, Product, Category and Margin vs. Billing. The Element field shows Job Description. By using the 'Open Jobs for Retainer Clients' filter, OOS Jobs for Retainer Clients can also be identified.
This Report lists Retainer Jobs with an Estimated Margin or Out of Scope Jobs with no Estimated Margin.
This Report maps the Profitability of all Jobs.
Detailed notes on this Report can be found here.
This Report maps financial transactions of Jobs within a specified period by Work Type Category. This Report is used to expand overall Profitability into individual Jobs. It also includes Invoice numbers to match against Billings. Provisions and Variances are also mapped for recon purposes.
This is a Time and Cost summary per Job. Timesheet Hours per Employee is reflected as well as Total Billings, Billings by CE and Billings by Worktype. PO's, Margin and Variance is also shown.
