List of all reports and locations hereof

This provides a list of all the reports in WorkBook and where to find them.

Som of the reports have separate guides that you can study if you like.

Report  number Report name Location More details
4 Purchase order Jobs Book/Purchase Order  Read more
10 Status report Jobs Book  Read more
11 Jobs list Jobs Book
13 Invoice list Jobs Book  Read more
14 Approved purchase orders Jobs Book  Read more
16 Price quote, internal version Jobs Book  Read more
17 Purchase order/delivery list Jobs Book  Read more
24 Description Jobs Book/Detailed Description/Detailed Description2  Read more
35 Project list Jobs Book/Status/JobTeam
39 Gantt chart 8 weeks Jobs Book/Scheduling  Read more
61 Invoice data sheet, range Jobs Book  Read more
64 Weekly time sheet check Jobs Book
68 Time expenditures Jobs Book/Expenditures/External Purchases
69 Time sheet employee job list Jobs Book
72 Employee time distribution – monthly view Jobs Book  Read more
86 Job frontpage Jobs Book/Status
87 Job frontpage Jobs Book/Status/JobTeam
89 Price quote list Jobs Book
91 Expenditures / invoice overview Jobs Book/Expenditures/Adjustments
93 To-do list Jobs Book/Scheduling
93 To-do list Scheduling/Scheduling View/Absence Gantt
93 To-do list Todo/Task And Activities/JobTask
94 Allocated hours / used hours Jobs Book/Scheduling
99 Schedule – list view Jobs Book/Scheduling
100 Resource address list Resources/Resource List
101 Task overview, grouped by customer Jobs Book
109 Time sheet with descriptions Time and material/Personal Entry/Time Entry Week View2
110 Time sheet description Jobs Book
115 Holiday calendar 12 weeks Jobs Book/Scheduling/Booking Status
115 Holiday calendar 12 weeks Resources/Resource List
115 Holiday calendar 12 weeks Scheduling/Scheduling View/Absence Gantt
115 Holiday calendar 12 weeks Setup/Employee Settings
115 Holiday calendar 12 weeks Time and material/Personal Information/Absence List
115 Holiday calendar 12 weeks Time and material/Personal Information/Absence List/Vacation Status
123 Employee time statistics Jobs Book
131 Customer basic data report Resources/Resource List
136 Task overview Jobs Book
139 Allocated hours / used hours Jobs Book
142 Jobs list Finance & Administration/Daily/General Reporting
142 Jobs list ManagementInformation/Dashboard
143 Time entry statistics on jobs Jobs Book
149 Employee list Resources/Resource List
149 Employee list Setup/Employee Settings
150 Customer/job expenditure Jobs Book
151 Employee hour distribution – monthly view Jobs Book
153 Creditor expense report Jobs Book/Expenditures/External Purchases
153 Creditor expense report Jobs Book/Expenditures/Hours
153 Creditor expense report Jobs Book/Expenditures/Materials
153 Creditor expense report Jobs Book/Expenditures/Summary
154 Activity/resource list Pipeline Management/Activity Follow Up List
157 Pipeline status list Pipeline Management/Activity Follow Up List
157 Pipeline status list Pipeline Management/Prospect Accounts
167 Work in process (WIP) Finance & Administration/Daily/Account Chart
168 Work in process (WIP), project data Jobs Book
170 Employee list: licenses and access roles Resources/Resource List  Read more
170 Employee list: licenses and access roles Setup/Access Rights For Roles/Access Rights For Roles
170 Employee list: licenses and access roles Setup/Employee Settings
170 Employee list: licenses and access roles Setup/License  Further reading relevant to report 170
171 Weekly schedule Scheduling/Scheduling View/Absence Gantt
171 Weekly schedule Scheduling/Scheduling View/Capacity Status Graph
171 Weekly schedule Scheduling/Scheduling View/Employee Task List
171 Weekly schedule Scheduling/Scheduling View/Job Task List
171 Weekly schedule Scheduling/Scheduling View/Resource Task List
171 Weekly schedule Scheduling/Scheduling View/Schedule Matrix
171 Weekly schedule Scheduling/Scheduling View/Schedule Task Matrix
171 Weekly schedule Scheduling/Scheduling View/Task Completion Process
171 Weekly schedule Scheduling/Scheduling View/TaskList
171 Weekly schedule Scheduling/Scheduling View/TaskList/Task Settings
171 Weekly schedule Scheduling/Scheduling View/Task Schedule
171 Weekly schedule Scheduling/Scheduling View/Task Search
171 Weekly schedule Scheduling/Scheduling View/Ticket View
171 Weekly schedule Scheduling/Scheduling View/Weekschedule
171 Weekly schedule SchedulingBook/Home
171 Weekly schedule Todo/Task And Activities/WeekView
172 Supplier info Jobs Book/Detailed Description/Detailed Description2
173 Holiday yearly overview Resources/Resource List
173 Holiday yearly overview Setup/Employee Settings
173 Holiday yearly overview Time and material/Personal Information/Absence List
173 Holiday yearly overview Time and material/Personal Information/Absence List/Vacation Status
175 Time overview: Employee / customer / job Jobs Book
177 Employee hour expenditure / Period Finance & Administration/Daily/General Reporting
177 Employee hour expenditure / Period ManagementInformation/Dashboard
179 Time summary: Customer, job, employee Jobs Book
180 Status report with Gantt chart Jobs Book
184 List of price quote / expenditures in a period Jobs Book
185 Job profitability Jobs Book  Read more
186 Expenditures/invoicing summary by dimension Jobs Book
187 Resource allocation, 4-weeks view Jobs Book/Scheduling
188 Holiday specification – year Resources/Resource List
192 Time entry overview Time and material/Personal Entry/Time Entry Week View2
193 Job data sheet Jobs Book/Status/JobTeam
201 Job statement, invoiced + estimated Finance & Administration/Daily/General Reporting
201 Job statement, invoiced + estimated Jobs Book
203 Description, all Jobs Book/Detailed Description/Detailed Description2
206 Ticket coupon expenditures Jobs Book/Expenditures/Hours
207 Employee time utilisation and earnings Jobs Book
208 Employee list, administration Resources/Resource List
208 Employee list, administration Setup/Employee Settings  Read more
216 Balance sheet Finance & Administration/Daily/Account Chart
217 Ledger Finance & Administration/Ledger/JournalBookings
218 Statement of accounts Finance & Administration/Daily/Account Chart
219 Balance creditor by age Finance & Administration/Daily/Account Payable
220 Debtor balance by age 0-90 days Finance & Administration/Daily/Accounts Receivable
221 Due items Finance & Administration/Daily/Account Payable
223 Statement of accounts (Open items) – Debtors Finance & Administration/Daily/Accounts Receivable  Read more
224 Statement of accounts (Open items) – Creditors Finance & Administration/Daily/Account Payable
225 Statement of accounts (Transactions)  – Debtors Finance & Administration/Daily/Accounts Receivable
226 Statement of accounts (Transactions) – Creditors Finance & Administration/Daily/Account Payable
227 VAT reconciliation report Finance & Administration/Daily/Account Chart
229 WIP value statement Jobs Book
230 Job ETC report Jobs Book
231 Job value statement Finance & Administration/Daily/Account Chart
234 Purchase order overview Finance & Administration/Daily/General Reporting
240 Statement of accounts with details Finance & Administration/Daily/Account Chart
244 Invoice overview – customer version Finance & Administration/Daily/Invoice Management  Read more
245 Job expenditures Jobs Book
246 Job profitability with completion rate Jobs Book
250 Finance budget Finance & Administration/Yearly/Financial Budgeting
251 Finance budget with details Finance & Administration/Yearly/Financial Budgeting
255 Balance sheet 12 months Finance & Administration/Daily/Account Chart
258 Time used on scheduled tasks Jobs Book
259 Job profitability with capacity usage Jobs Book
262 Creditor payment procurement Finance & Administration/Weekly/Creditor Payment Proposal
263 Employee holiday and flex view – Resources/Resource List
263 Employee holiday and flex view – Setup/Employee Settings
263 Employee holiday and flex view – Time and material/Personal Information/Absence List
263 Employee holiday and flex view – Time and material/Personal Information/Absence List/Vacation Status
264 Financial bookings report Finance & Administration/Daily/Account Chart
265 Debtor address list Finance & Administration/Daily/Accounts Receivable
266 Creditor address list Finance & Administration/Daily/Account Payable
267 Creditor basic data list Finance & Administration/Daily/Account Payable
268 Debtor basic data list Finance & Administration/Daily/Accounts Receivable
269 Balance sheet with budget Finance & Administration/Daily/Account Chart
269 Balance sheet with budget Finance & Administration/Yearly/Financial Budgeting
270 Purchase order list, not settled purchase orders Finance & Administration/Monthly/Purchase Order
271 List of external purchases on jobs Jobs Book
274 Balance sheet with comparison Finance & Administration/Daily/Account Chart
275 Financial statement Debit / Credit Finance & Administration/Daily/Account Chart
276 Financial statement with percentages Finance & Administration/Daily/Account Chart
277 Period balance sheet with comparison Finance & Administration/Daily/Account Chart
278 Historical list of creditor balance Finance & Administration/Daily/Account Payable
279 Historical list of debtor balance Finance & Administration/Daily/Accounts Receivable
280 Creditor balance to date Finance & Administration/Daily/Account Payable
281 Debtor balance to date Finance & Administration/Daily/Accounts Receivable
282 Employee profit share Jobs Book
284 Booking list Finance & Administration/Daily/Account Chart
286 WIP adjustments overview Finance & Administration/Daily/General Reporting
286 WIP adjustments overview ManagementInformation/Dashboard
290 Creditor invoice list Finance & Administration/Daily/Account Payable
291 Creditor purchase list Finance & Administration/Daily/Account Payable
294 Balance sheet with dimension Finance & Administration/Daily/Account Chart
298 Employee statistics 3 Finance & Administration/Daily/General Reporting
300 Actual writeup/writedowns list Finance & Administration/Daily/General Reporting
303 Work in process (WIP) to financial reconciliation, aged list Finance & Administration/Daily/Account Chart
304 Debtor sales list Finance & Administration/Daily/Accounts Receivable
306 Debtor invoice list Finance & Administration/Daily/Accounts Receivable
310 Fiscal report, 12 months Finance & Administration/Daily/Account Chart
312 Prospect status report Pipeline Management/Activity Follow Up List
312 Prospect status report Pipeline Management/Pipeline Log
312 Prospect status report Pipeline Management/Pipeline Overview
312 Prospect status report Pipeline Management/Prospect Accounts
313 Fiscal report, Year-to-date/Period Finance & Administration/Daily/Account Chart
314 Statement of accounts by dimensions, 12 months Finance & Administration/Daily/Account Chart
315 Basic setup list Finance & Administration/Daily/Account Chart
316 Balance Finance & Administration/Daily/Account Chart
318 Group balance with dimensional matrix Finance & Administration/Daily/Account Chart
323 Employee profitability Jobs Book  Read more
324 Employee password policy Setup/Access Rights For Roles/Access Rights For Roles
326 User type specific access settings Finance & Administration/Daily/General Reporting
328 End of month report Finance & Administration/Monthly/Checklist
329 Period and year-to-date by customer Finance & Administration/Daily/Account Chart
330 Expenditure and invoice analysis Jobs Book
332 Pipeline report – 3 months Pipeline Management/Activity Follow Up List
332 Pipeline report – 3 months Pipeline Management/Pipeline Log
332 Pipeline report – 3 months Pipeline Management/Pipeline Overview
332 Pipeline report – 3 months Pipeline Management/Pipeline Reporting/Summary Forecast
332 Pipeline report – 3 months Pipeline Management/Prospect Accounts
332 Pipeline report – 3 months Resources/Resource List
333 Debtor sales list for VAT reporting Finance & Administration/Daily/Accounts Receivable
334 Creditor purchase list for VAT reporting Finance & Administration/Daily/Account Payable
341 Profit analysis by dimension Finance & Administration/Daily/Account Chart
342 Flex and absence list Time and material/Personal Information/Absence List
342 Flex and absence list Time and material/Personal Information/Absence List/Vacation Status
342 Flex and absence list Time and material/Personal Entry/Disbursements
342 Flex and absence list Time and material/Personal Entry/Mileage Entry
342 Flex and absence list Time and material/Personal Entry/Time Entry Week View
342 Flex and absence list Time and material/Personal Entry/Time Entry Week View2
343 Expected debtor payments Finance & Administration/Daily/Accounts Receivable
344 Debtor reminder invoice list Finance & Administration/Weekly/Debtor Reminder Management
345 Expected creditor payments Finance & Administration/Daily/Account Payable
346 Accumulated mileage report Finance & Administration/Daily/General Reporting
347 Task status with completion rate and time forecast Jobs Book
348 Price quote Jobs Book/Price
351 Invoice Finance & Administration/Daily/Accounts Receivable
351 Invoice Finance & Administration/Daily/Invoice Management
351 Invoice Jobs Book/Invoice
353 Job cost details Jobs Book/Expenditures/External Purchases
353 Job cost details Jobs Book/Expenditures/Hours
353 Job cost details Jobs Book/Expenditures/Materials
353 Job cost details Jobs Book/Expenditures/Summary
366 Creditor payment cheque Finance & Administration/Weekly/Creditor Payment Proposal
367 Data logging view Setup/Data logging View
368 Expected debtor payments – monthly Finance & Administration/Daily/Accounts Receivable
369 Expected payments total – monthly Finance & Administration/Daily/Account Chart
371 Expected creditor payments – monthly Finance & Administration/Daily/Account Payable
377 Job progress follow-up Jobs Book
378 Debtor balance by age 0-120 days Finance & Administration/Daily/Accounts Receivable
379 Access roles Setup/Access Rights For Roles/Access Rights For Roles
380 Access rights for roles Setup/Access Rights For Roles/Access Rights For Roles
381 WIP project postings age distributed Finance & Administration/Daily/Account Chart
383 Personal expense entry report Time and material/Personal Entry/Disbursements
384 Job Requsition Comments Jobs Book/Price/Price Header
386 Customers job cost details Jobs Book
390 Creditor payment cheque remittance Finance & Administration/Weekly/Creditor Payment Proposal
391 Gantt view 16 weeks Jobs Book/Scheduling   Read more
392 Gantt view 4 weeks Jobs Book/Scheduling   Read more
393 Gantt chart 24 weeks Jobs Book/Scheduling   Read more
394 Gantt view 12 weeks Jobs Book/Scheduling   Read more
395 Mileage report Time and material/Personal Entry/Mileage Entry
396 Debtor interest list Finance & Administration/Weekly/Debtor Invoice Interest Calculation
397 Gantt view 4 months Jobs Book/Scheduling   Read more
398 Gantt chart 12 months Jobs Book/Scheduling   Read more
400 Gantt chart 8 months Jobs Book/Scheduling   Read more
409 Staff Utilisation Report Finance & Administration/Daily/General Reporting
412 Ledger postings Finance & Administration/Ledger/Journalbookings
412 Ledger postings Finance & Administration/Ledger/Journalen try
413 Profit Pipeline Sub Resources/Resource List
418 Creditor cheque list Finance & Administration/Daily/Account Payable
418 Creditor cheque list Finance & Administration/Daily/General Reporting
423 Reconciled transactions Finance & Administration/Monthly/Bank Reconciliation Manuel
426 Price quote list, 12 month forecast Jobs Book
428 Services forecast Jobs Book
429 Capacity forecast Scheduling/Scheduling View/Employee Task List
430 Subsistence allowance report Time and material/Personal Entry/Allowance
431 VAT code combinations Finance & Administration/Daily/Account Chart
433 Debtor interest note Finance & Administration/Weekly/Debtor Invoice Interest Calculation
438 Conversation Conversation Center Main
439 Job budget and expenditure data with graphs Jobs Book
442 Change log employee Setup/Employee Settings
443 Price payment scheme status Jobs Book
444 Change log chart of accounts Finance & Administration/Daily/Account Chart
445 Change log company settings Setup/Company Settings/Basic Settings
446 Change log resource Resources/Resource List
447 Bank reconcile report Finance & Administration/Monthly/Bank Reconciliation
448 Project price quote Jobs Book/Price
449 Voucher data sheet Creditor Invoice Managment
452 Price quote activity overview Jobs Book/Price
454 Invoicing Worksheet Jobs Book
457 Invoice list with debtor balance Jobs Book
458 Invoice list with debtor balance Finance & Administration/Daily/Accounts Receivable
460 Gross profit – 12 months – Invoices and future price quotes Jobs Book
461 4 weeks resource booking Scheduling/Scheduling View/Absence Gantt
461 4 weeks resource booking SchedulingBook/Home
462 Employee Gross Profit Distribution Jobs Book
465 Fiscal report, Year-to-date actuals Finance & Administration/Daily/Account Chart
471 Task time use summary Jobs book/Scheduling
473 Price list Jobs book
476 Day by day task list Jobs book
479 TIme entry with overtime rates Jobs book
486 Ticket Graph Jobs book
489 Project Sheet Jobs book/Scheduling
493 12 months invoice and price quote specification Jobs book
495 Job Cost by Phase Jobs book
497 Job Expenditures Group Summary JobBook/Status/StatusTabCtrl
497 Job Expenditures Group Summary JobBook/Invoice/
497 Job Expenditures Group Summary JobBook/Expenditures/
498 Sum of all codes FinanceAdministration/Daily/AccountChart
499 Balance Sheet single column FinanceAdministration/Daily/AccountChart
499 Balance Sheet single column FinanceAdministration/Daily/GeneralReporting
500 Profit & Loss FinanceAdministration/Daily/AccountChart
500 Profit & Loss FinanceAdministration/Daily/GeneralReporting
501 Job hour allocation and spending JobBook
504 Schedule list simple JobBook/Scheduling/ and all subpages
505 Vouchers with approval details FinanceAdministration/Daily/CreditorInvoiceManagment
506 Job cost and profitability JobBook
507 Combined price quote JobBook
508 Revenue tracker JobBook
509 Remittance Advice FinanceAdministration/Daily/AccountPayable  Read more
511 Job Monthly Overview JobBook
513 Revenue forecast vs budget JobBook
516 Printed Invoices FinanceAdministration/Daily/InvoiceManagement
517 Job Profitability – Summary of jobs JobBook
518 Creditor payment cheque Top FinanceAdministration/Weekly/CreditorPaymentProposal
519 Creditor payment cheque Bottom FinanceAdministration/Weekly/CreditorPaymentProposal
520 Contact list – All Resources/ResourceList
522 Statement of accounts (Transactions Currency) FinanceAdministration/Daily/AccountsReceivable
523 Statement of accounts (Transactions Currency) FinanceAdministration/Daily/AccountPayable
524 Task conversations JobBook/Scheduling
525 Allocated hours / used hours Cost JobBook
527 Debtor sales list for VAT reporting FinanceAdministration/Daily/AccountsReceivable
529 Trial balance US FinanceAdministration/Daily/AccountChart
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