How to generate any custom report?

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• How do I generate a Custom Report?

  To generate a Custom Report, go to the Menu and select Reports. Here on the top right, you will see a drop down and once you click it you will be able to choose any module from the options below. This is where you can custom create your own report ...

• How do I generate a Budget vs Actual report for a lump sum project?

  To generate a Budget vs Actual Labor Report for a lump sum Project, go to the Menu and select Reports. Once here select Job costs. Click on the Budget vs Actual Labor Report and generate the Report.

• How do I generate a Total Billings Report with $ amounts?

  To show the total billings (i.e. Invoice amounts) over a particular time period or for a particular project. Run the "invoices" report. Reports => Finances Report => Invoice.

• How do I generate a report to see the Estimated and Actual cost?

  To generate a report to see the Estimated and Actual Cost, go to Menu and select Reports. Here, you can choose Select Budget VS Actual under Job costing Reports.

• How can I see a list of expired permits?

  You can sort the Permit table by clicking on the "Expires" column heading to see th eexpiration dates of all active Permits. This information is also available to display on the CALENDAR. You could also create a Custom Report in the REPORTS feature ...