Reporting

Print Designer

• Reports Print Designer
• Print Designer Interface
• Print Designer Preview Area
• Print Designer Elements
• Adding Static and Dynamic Text

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Report Templates

• Print Designer Templates
• Import/Export Report Templates
• Group Templates
• Ruler
• Utilization Report

Financial Reports

• Financial Reports - Introduction
• List Price Rate and Sell Rate in Financial Reports
• 1. Basic Configuration
• 2. Configuring Access
• 3. The Financial Report Window Interface

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Project Reports

• Project Reports

Booking Reports

• Batch Print Bookings
• Booking Report by Date

Invoice Reports

• PDF invoice printing and emailing
• Invoice Reports and Invoice Summary

Summary Reports

• Contact Summary Report
• Inventory List Report
• Project and Booking Summaries, Media and Work Order Reports
• Job Sheet Report
• Day Plan Report

User Reports

• User Report

Object Reports

• Object Report
• Saved Object Reports
• Day History Log Report
• Month Schedule PDF
• Monthly Utilisation Budget

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HTML Reports

• HTML Reports Introduction
• HTML Print from Booking
• HTML templates Changes on Upgrade

Exports

• Web Share Day Plan Report
• Open As Spreadsheet
• Exporting Project Data
• Dayplan Hourline View XML Export
• CSV Export column order

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