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Table!of!Standard!Reports! !
Categories! Quotes!
Standard! Current!Quotes!–!All!Quotes!Pending!Approval! Open!Tasks!–!All!Tasks!Not!Started,!In!Progress,!or!pending! Completed!Tasks!–!All!Completed!Tasks! Tasks! Completed!Tasks!with!Checklist!–!Completed!Tasks!showing!associated!Task!Checklist!(Grouped!by! ! Task)! Failed!Inspection!Summary!–!Summary!of!failed!checklist!items! Current!Purchase!Orders!B!All!Current!Purchase!Orders! Pending!Purchase!Orders!BAll!Pending!Purchase!Orders! Purchase!Orders! Processed!Purchase!Orders!B!All!Processed!Purchase!Orders! ! Current!Orders!By!Supplier!B!All!Current!Purchase!Orders!Grouped!By!Supplier! Current!Purchase!Orders!(inc!Line!Items)!B!All!Current!Purchase!Orders!Line!Items!Grouped!By! Order!Number! Open!Invoices!!B!All!Open!Invoices! Invoices! Pending!Invoices!B!All!Pending!Invoices! Processed!Invoices!B!All!Processed!Invoices! Periodics! All!Periodic!Templates! ! Periodic!Templates!Due!B!Periodic!Templates!Due!Within!the!Next!30!Days! Projects! All!Current!Projects!B!All!Projects!Created!&!Open! ! All!Closed!Projects! Clients! All!Active!Clients!–!All!Clients!Currently!Set!As!Active! Locations! All!Locations!–!All!Locations!grouped!by!Client! All!Users!B!All!Users! Resource!Allocation!Overview!B!By!Work!Type!B!All!resource!time!collected!&!grouped!by!Work! Type! Users! Resource!Allocation!Overview!B!By!Task!Type!B!All!resource!time!collected!&!grouped!by!Task!Type! ! Client!Resource!Report!B!All!resource!time!collected!&!grouped!by!Client!&!Work!Type! Employee!Allocation!Overview!B!By!Task!Type!B!All!resource!time!collected!against!an!employee!&! grouped!by!Work!Type! User!Access!Log!B!Date,!Time!&!IP!Address!of!all!user!logins!(last!7!days)! Suppliers! All!Active!Suppliers!–!All!Suppliers!Currently!Set!As!Active! All!Assets!B!All!Active!Assets!Grouped!By!Client!&!Category! Assets! All!Inventory!B!All!Inventory!Items! Inventory! All!Inventory!Task!Lists!B!All!Task!Lists!grouped!by!Type!(Task!Specific,!Assembly!or!SOR!List)! ! Low!Inventory!Stock!B!All!inventory!items!below!their!minimum!stock!level! Categories! Standard! Compliance!Forms!(by!Client,!Task)!B!All!Compliance!Forms!(last!month)!Grouped!by!Client!&!Task! Compliance!Form!Checklists!(by!Client,!Task)!B!All!Compliance!Form!Checklists!(last!month)! Grouped!by!Client,!Task!&!Form! Compliance! Compliance!Form!Checklists!(by!Client,!Project)!B!All!Compliance!Form!Checklists!(last!month)! ! Grouped!by!Client,!Project,!Task!&!Form! Failed!Checklist!Items!(by!Client,!Task)!B!All!Failed!Items!on!Checklists!(last!month)!Grouped!by! Client,!Task!&!Form! Certification! All!Active!Certifications!(by!Category,!Type)!B!All!Active!Certifications!Grouped!by!Category!&!Type! ! All!Expired!Certifications!(by!Expiry)!B!Summary!of!all!expired!certifications! Company!Diagnostic!B!Company!Position! Profit!&!Loss!Report!B!Profit!&!loss!report!for!business!unit.! Incomplete!Work!Costing!Report!B!Cost!&!sell!values!of!unBinvoiced!or!current!tasks.! System!Usage! B!IMS!Billing! Employee!Profit!&!Loss!B!Profit!&!loss!by!employee.!For!jobs!where!only!1!employee!has!worked! General! Tasks!by!Custom!Fields!B!List!of!tasks!with!custom!fields.!Custom!fields!are!searchable.! ! Deleted!Invoice!Report!B!Invoices!that!have!been!deleted!in!the!system! Deleted!Task!Report!B!! Tasks!that!have!been!deleted! Deleted!Quote!Report!B!Quotes!that!have!been!deleted! Deleted!Purchase!Order!Report!B!Purchase!Orders!that!have!been!deleted! Deleted!OHS!Compliance!Report!B!OHS!Items!that!have!been!deleted!
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134! !
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Reporting!
! Click!on!the![Reports]!tab!at!the!top!of!the!screen.! ! ! ! ! ! ! ! ! ! ! !
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A!list!of!all!of!the!standard!report!categories!is!diplayed.! ! ! ! ! ! ! ! Select!a!report!category.! ! Once!you!have!selected!the!category!you! will!be!provided!with!a!list!of!reports!that! are!available!on!the!system.!
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Quote!Reporting! !
Click!on!the![Quotes]!tab!on!the!left!hand!side!of!the!screen!
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! ! ! ! ! ! ! ! ! ! ! ! ! ! ! ! ! ! ! ! ! Click!on![Current)Quotes]! ! ! The!report!will!display!on!the!screen!as! this!sample!shows.! ! ! ! ! ! The!data!that!is!contained!in!the!report! can!be!exported!to!file!or!printed.!
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Report!to!Excel!B!Report!to!CSV!B!Export!to!PDF!B!Export!to!XML!B!Export!to!Word!!
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Customising!Reports!
Click!on)[Quotes]) ! Select!![Current)Quotes]) ! ! If!you!do!not!like!the!way!the!reports!is! displayed,!you!can!customise!the!fields!that!are! displayed!by!clicking!on!the![Customise]!button! on!the!top!right!hand!side!of!the!screen.! ! ! ! ! ! ! ! ! ! ! ! ! ! You!can!modify!the!report!many!different!ways.! ! For!example!you!can!run!a!report,!filtering!the!results!for! selected!clients.! ! Click!on!the![Select]!box!next!to!Clients.! ! ! ! ! ! ! ! ! ! ! A!pop!up!box!for!“Search!Clients”! appears.! ! Select!the!client!or!multiple!clients!that! you!wish!to!run!the!report!for.! ! When!done!click![Select)Clients]! ! !
137! !
! ! ! To!further!filter!the!report,!select!the!status! field! ! ! You!can!select:! • In!Progress! • Pending!Approval! • Approved! • Rejected! • Select!All!
! ! ! ! Click!on!the!x!to!return!to!the!“Customise”!screen.! ! ! Click!on![Refresh)Report]!to!run!the!report!again.! ! If!you!want!to!remove!all!of!the!filters!click!on! [Remove)all)Filters]!in!the!bottom!right!of!the!pop!up!box.! ! ! ! ! ! ! ! ! ! ! ! You!can!also!sort!the!report!by!the!fields!on!the!database.! ! ! ! ! ! ! ! ! You!can!also;! ! • Show!column!totals! • Show!overall!totals! • Show!grouping!line!count! • Print!Head!Groups!on!Separate!Pages! ! !
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! ! ! If!you!have!designed!a!report!that!you!would!like!to!run! again!in!the!future,!you!can!save!all!of!the!changes!you!have! made![Save]) ) Name!the!report!to!something!that!is!meaningful! ! Add!in!a!report!description!so!that!you!remember!why!the! report!was!designed.! ! ! ! ! ! ! ! Once!you!have!finished!click![Customise]!!to!exit.!
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Task!Reports! !
Click!on!the![Tasks]!tab!on!the!left!hand!side!of!the!screen! !
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Below!are!the!sample!Task!Reports!for!Open!Tasks!and!Tasks!Completed.! ! Note:%The%information%contained%in%the%report%(when%displayed%on%the%screen),%allows%you%to%drill% down%into%the%information%when%you%run%the%cursor%over%the%object%and%it%is%underlined.%
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! This!is!a!sample!of!the!“Task!Report!–!Completed!Tasks!with!Checklist.”!
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This!is!a!sample!of!the!“Task!Report!–!Failed!Inspection!Summary.”! ! ! ! ! !
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Purchase!Order!Reports! !
Click!on!the![Purchase)Orders]!tab!on!the!left!hand!side!of!the!screen!
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This!is!a!sample!of!the!“Purchase!Order!Report!–!Current!Purchase!Orders.”! ! This!is!a!sample!of!the!“Purchase!Order!Report!–!Current!Orders!by!Supplier.”! ! ! ! ! You!can!graph!the!results!by!clicking!on! the!“Chart)Options”! ! ! ! ! ! ! ! 142! !
! ! ! ! ! ! Note:!The!information!displayed!on!this! report!is!limited!as!there!was!only!test! data!in!the!system!at!the!time!of!the! snap!shot.! ! ! ! ! ! ! ! ! !
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Invoice!Reports! !
Click!on!the![Invoices]!tab!on!the!left!hand!side!of!the!screen!
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! ! ! ! ! ! ! ! ! ! ! ! ! ! ! ! This!is!a!sample!of!the!“Invoice!Report!–!All!Open!Invoices.”! ! If!you!want!more!or!less!information!you!can!click!on!the![Customise])button!on!the!top!right!of!the! screen.!
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This!is!a!sample!of!the!“Invoice!Report!–!Pending!Invoices.”!
This!is!a!sample!of!the!“Invoice!Report!–!Processed!Invoices.”!
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Periodics!Reports! !
Click!on!the![Periodics]!tab!on!the!left!hand!side!of!the!screen!
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These!are!reoccurring!scheduled!tasks.! ! ! ! ! ! ! ! ! ! ! ! ! ! ! ! ! ! ! ! ! ! ! ! !
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Project!Reports! ! Click!on!the![Projects]!tab!on!the!left!hand!side!of!the!screen!
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Client!Reports! !
Click!on!the![Clients]!tab!on!the!left!hand!side!of!the!screen! ! ! ! ! ! ! ! ! ! ! ! ! ! ! ! ! ! ! ! ! ! ! ! ! !
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This!is!a!sample!of!the!“Client!Report!–!All!Active!Clients.”! !
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! ! This!is!a!sample!of!a!custom!made!report!for!“Client!Report!–!Client!Emails.”! ! !
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Location!Reports! !
Click!on!the![Locations]!tab!on!the!left!hand!side!of!the!screen!
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User!Reports! !
Click!on!the![Locations]!tab!on!the!left!hand!side!of!the!screen!
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! ! ! ! ! ! ! ! ! ! ! ! ! ! ! ! ! ! ! ! ! ! ! This!is!a!sample!of!the!“Users!–!All!Users.”! ! It!lists!all!of!the!Users!/!Employees!who!have!access!to!the!system.!
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151! !
! This!is!a!sample!of!the!“Users!–!Resource!Allocation!Overview!–!By!Work!Type.”! ! It!lists!all!of!the!hours!logged!under!specific!work!types!e.g.!“LAB”!
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! ! This!is!a!sample!of!the!“Users!–!Resource!Allocation!Overview!–!By!Task!Type!Report.”! ! It!lists!all!of!the!time!spent!on!each!job!and!groups!them!by!task!type,!for!example!After!Hours.! ! You!also!have!the!option!to!chart!the!results.! ! ! ! ! ! ! ! ! ! ! ! ! ! ! ! ! ! ! ! ! ! ! ! ! ! ! ! ! ! ! ! ! !
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This!is!a!sample!of!the!“Users!–!Client!Resource!Report.”! ! It!lists!all!of!the!time!spent!on!each!job!by!client.! ! You!also!have!the!option!to!chart!the!results.! ! Note:!If!you!have!a!lot!of!information!on!this!report!the!chart!will!be!very!difficult!to!read,!it!is! suggested!that!this!report!needs!to!be!filtered!using!the![Customise]!button!to!be!of!any!use.! ! ! ! ! ! ! ! ! ! ! ! ! ! ! ! ! ! ! ! ! ! ! ! ! ! ! ! ! ! ! ! ! ! ! ! ! ! ! ! ! ! ! 154! !
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! This!is!a!sample!of!the!“Users!–!Employee!Allocation!Overview!–!By!Task!Report.”! ! It!lists!all!of!the!time!spent!on!each!job!sorted!by!User/Employee.! ! You!also!have!the!option!to!chart!the!results.! !
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This!is!a!sample!of!the!“Users!–!Access!Log.”! ! Basically!this!lists!all!of!the!times!that!each!users! !
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Supplier!Reports! !
Click!on!the![Suppliers]!tab!on!the!left!hand!side!of!the!screen!
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! ! This!is!a!sample!of!the!“Suppliers!–!All!Active!Suppliers.”! ! This!report!lists!the!details!of!all!active/current!suppliers!on!file.! !
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Asset!Reports! !
Click!on!the![Assets]!tab!on!the!left!hand!side!of!the!screen! ! At!the!current!time!we!don’t!use!this!section.! ! ! ! !
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Inventory!Reports! !
Click!on!the![Inventory]!tab!on!the!left!hand!side!of!the!screen! ! !
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This!is!a!sample!of!the!“Inventory!–!All!Inventory.”! !
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! This!is!a!sample!of!the!“Inventory!–!All!Inventory!Task!Lists.”!
! This!is!a!sample!of!the!“Inventory!–!Low!Inventory!Stock.”!
! ! This!report!has!no!details!as!we!currently!do!not!track!inventory!stock!levels.! ! ! !
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Compliance!Reports! !
Click!on!the![Compliance]!tab!on!the!left!hand!side!of!the!screen!
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! ! ! ! ! ! ! ! ! ! ! ! ! ! ! ! ! ! ! ! ! ! This!is!a!sample!of!the!“Compliance!–!Compliance!Forms!(By!Client,!Task)”.!
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! This!is!a!sample!of!the!“Compliance!–!Compliance!Forms!(By!Client,!Task)”.!
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This!is!a!sample!of!the!“Compliance!–!Compliance!Forms!(By!Client,!Project)”.!
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! This!is!a!sample!of!the!“Compliance!–!Failed!Checklist!Items!(By!Client,!Task)”.! All!failed!Items!on!Checklists!(last!month)!grouped!by!client,!task!and!form.! ! This!report!should!generally!be!blank,!if!not!the!items!that!have!failed!should!be!reported!to!the! Supervisor.! ! ! ! ! ! ! ! ! ! ! ! !
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Certification!Reports! !
Click!on!the![Certification]!tab!on!the!left!hand!side!of!the!screen! ! This!section!of!IMS!is!currently!not!used!by!Dr!Drip.!
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General!Reports! !
Click!on!the![General]!tab!on!the!left!hand!side!of!the!screen!
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! ! This!is!a!sample!of!the!“General!–!Company!Diagnostic!“! ! A!snapshot!of!the!Company’s!Financial!Position.!
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! This!is!a!sample!of!the!“General!B!Profit!&!Loss!Report”.! ! This!report!will!be!generated!from!Xero!accounting!package!so!it!not!used!in!IMS.!
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This!is!a!sample!of!the!“General!B!Incomplete!Work!Costing!Report”.! ! This!report!lists!the!cost!and!sell!values!of!unBinvoiced!or!current!tasks.!
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This!is!a!sample!of!the!“General!–!System!Usage”.! ! This!report!is!the!basis!for!our!IMS!Billing.! ! ! ! ! ! ! ! ! ! ! ! ! ! ! ! ! ! ! ! ! ! ! This!is!a!sample!of!the!“General!–!Employee!Profit!&!Loss”.! ! This!report!lists!the!profit!and!loss!by!employee!for!jobs!where!only!1!employee!has!worked.! !
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This!is!a!sample!of!the!“General!–!Tasks!by!Custom!Fields”.! ! This!report!lists!the!tasks!with!custom!fields.!!Custom!Fields!are!searchable.!
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This!is!a!sample!of!the!“General!–!Deleted!Invoice!Report.”! This!report!lists!the!Invoices!that!have!been!deleted!in!the!system!
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168! !
! This!is!a!sample!of!the!“General!–!Deleted!Task!Report.”! This!report!lists!the!Tasks!that!have!been!deleted!in!the!system!
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This!is!a!sample!of!the!“General!–!Deleted!Quote!Report.”! This!report!lists!the!Quotes!that!have!been!deleted!in!the!system!
! This!is!a!sample!of!the!“General!–!Deleted!Purchase!Orders!Report.”! This!report!lists!the!Purchase!Orders!that!have!been!deleted!in!the!system!
! This!is!a!sample!of!the!“General!–!Deleted!OHS!Compliance!Report.”! This!report!lists!the!OHS!Items!that!have!been!deleted!in!the!system!
169! !