The following Custom Reports are included in Projetex 9:
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All Corporate Experts - Average Productivity |
The report shows average productivity of every corporate expert for the selected period of time along with total volume of jobs and time spent for the jobs. The data grouped by units, services and corporate experts. |
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All Sales Chart (based on Client Jobs) - Services breakdown |
The report shows all sales from assigned client jobs in form of pie Chart grouped by services. |
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All Sales Chart (based on Invoices) |
The report shows sales in base currency on the base of issued invoices in form of bar Chart. |
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All Sales Chart (based on Payments) |
The report shows all sales in base currency on the base of received payments in form of bar Chart. |
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All Sales Chart - Monthly (based on Client Jobs) |
The report shows all sales in base currency from assigned client jobs in form of bar Chart. |
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All Sales Table - Monthly (based on Client Jobs) |
The report shows sales in base currency from assigned client jobs for the selected period of time in form of Table. |
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Average Productivity of Selected Corporate Expert |
The report shows average productivity of selected corporate expert in selected units. |
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Cash Flow Report |
The report shows payments from clients, expenses (corporate expenses and payments to freelancers) in form of list (or tables) for the selected period of time with balance. |
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Client Jobs Chart, Monthly |
The report shows total amount of assigned client jobs in base currency for the selected Client and selected period of time in form of bar Chart. |
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Client Jobs Table, Monthly |
The report shows total amount of assigned client jobs in base currency for the selected Client and selected period of time in form of Table. |
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Corporate Expert - Average Productivity |
The report shows average productivity of selected corporate expert for selected period of time grouped by services. |
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Corporate Jobs Cost - list by Experts |
The report shows total sums of completed corporate jobs for every corporate expert for selected period of time. |
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Customer Ledger |
The report shows the list of clients for selected period of time with payments received from each client and the list of outstanding invoices with balances both in client's and base currency. |
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Expected Payments from Clients |
The report shows all expected payments from Clients on base of issued invoices for every client in base currency and expected payments from Clients with due date. |
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Expected Payments to Experts |
The report shows all expected payments to Freelancers on base of issued POs for every freelancer in base currency and expected payments to Freelancers with due date. |
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Freelance Jobs Chart, Monthly |
The report shows total amount of assigned freelance jobs in base currency for the selected Freelancer and selected period of time in form of bar Chart. |
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Freelance Jobs Table, Monthly |
The report shows total amount of assigned freelance jobs in base currency for the selected Freelancer and selected period of time in form of Table. |
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Freelancers Ledger |
The report shows the list of freelancers for selected period of time with payments made to each freelancer and the list of outstanding POs with balances both in freelancer's and base currency |
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Income Report |
The reports shows all received payments from clients in form of list (or table) for the selected period of time with balances both in client's and base currency. |
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Income and Expense Report |
The report shows Income form completed clients jobs and all expenses (completed freelance jobs, corporate jobs and corporate expenses) for selected period of time in form of list (or tables) in base currency. |
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Invoice Register |
The report shows the list of invoices to clients for the selected period of time grouped by clients, amount paid for each invoice with balance due both in client's and base currency. |
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One Client - Total Sales (based on client jobs) |
The report shows total sales in units for the selected client and period of time from clients jobs. |
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Outstanding Invoices |
The report shows all outstanding invoices (along with invoices partially paid) with balance due for each client both in client's and base currency. |
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Outstanding POs to Freelancers |
The report shows all outstanding approved POs to freelancers (along with POs partially paid) with balance due for each freelancer both in freelancer's and base currency. |
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PM Productivity (based on Projects and Jobs) |
The report shows total income in base currency from all projects performed by selected project manager and period of time along with expenses for corporate and freelance jobs. |
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POs Register |
The report shows the list of POs to freelancers for the selected period of time grouped by freelancers, amount paid for each PO with balance due both in freelancer's and base currency. |
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Payments Received from Clients |
The report shows the list of received payments from clients for the selected period of time with balance both in client's and base currency. |
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Payments to Freelancers |
The report shows the list of payments made to freelancers for the selected period of time with balance both in freelancer's and base currency. |
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Performance Review - All Corporate Experts |
The report shows total volume in units and time spent for completed corporate jobs for selected period of time grouped by Corporate Experts. |
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Performance Review - All Corporate Experts (grouped by expert, services) |
The report shows service, total volume, time spent for corporate jobs (with dates of assignment, deadline and completion) and productivity for each Unit and Corporate Expert. |
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Performance Review - All Corporate Experts (grouped by service) |
The report shows total volume in units, time spent for completed corporate jobs and average productivity for selected period of time grouped by Services for each Corporate Expert. |
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Production, Corporate Experts - Services Breakdown |
The report shows percentage of Services from corporate jobs in form of pie Chart. |
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Sales by Customers |
The report shows total volume of client jobs in units and total sum grouped by clients. |
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Sales by Units |
The report shows total volume of client jobs in units and total sum for selected period of time. |
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Top Clients |
The report shows top 10 clients on base of issued invoices in base currency with total for selected period of time. |
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Top Corporate Experts |
The report shows top 10 corporate experts on base of assigned jobs with total for selected period of time. |
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Top Freelancers |
The report shows top 10 freelancers on base of issued POs with total for selected period of time. |
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Total Sales (based on client jobs) |
The report shows total volume in units and total sum for services grouped by companies for selected period of time. |
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Volume of Completed Client Jobs (Total by all PMs) |
The report shows total volume of completed client jobs for selected period of time in form of Table grouped by Units. |
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Volume of Completed Client Jobs (by PM) - selected period |
The report shows total volume of completed client jobs for selected period of time in form of List grouped by Units and Product Managers. |
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Volume of Completed Corporate Jobs (by Experts) |
The report shows total volume of completed corporate jobs for selected period of time in form of List grouped by Units and Corporate Experts. |
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Volume of Completed Freelance Jobs (by Freelancer) |
The report shows total volume of completed freelance jobs for selected period of time in form of List grouped by Units and Freelancers. |
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Volume of Completed Freelance Jobs (total by all freelancers) |
The report shows total volume of completed freelance jobs by all freelancers for selected period of time in form of Table grouped by Units. |