|
|
| Clients
& Profits Custom Reports |
| Customized
reports can be programmed for Clients & Profits® Pro, Classic, and
Job Tracker, using the Plug-in feature. Plug-in reports are written
using the Omnis Studio development software. Clients & Profits plug-in applications allow complex queries and reports to be created, as compared to the Clients & Profits built in custom reports writer. Plug-ins are opened using the "Open Plug-In Application" command from the C&P File menu. The user is presented with an easy to understand data entry window, where they input the options for running the report. Plug-Ins can be created for customized estimates, invoices, financial reports, and many other analysis reports. Furthermore, plug-ins allow additional data, that might not normally be displayed on a Clients & Profits built in report, to be added to a report, or different sets of data to be calculated together to show user defined totals. For example, If you are running multiple Clients & Profits built in reports, then manually compiling the data, a plug-in can be written to create all of the information you require on one report. The "Sample Plug-In Reports" link below is a collection of reports that have been created. They can be used as a basis for reports that meet your specific needs. Please contact Robert Roll for pricing. |
|
TITLE/DESCRIPTION |
SAMPLE OUTPUT-Click image to view larger image. |
|
Detailed GL-Period Range General ledger entries for a range of periods. Vendor code & Vendor name for AP is also shown. Useful for printing a range of periods or for printing year to date reports for the past year if the current period is 13 or higher. |
 |
|
Job Profit Report Shows job totals for specific tasks in columnar format. Time and costs are limited by date range. Requires customization by client. |
 |
|
Job Summary Report Job Summary style report that summarizes tasks by job placing data in columns on a report. Excludes specific tasks. Requires customization by client. |
 |
|
Job Billing Worksheet Custom Job Billing Worksheet with specific job task data. Requires customization by client. |
 |
|
Estimate vs Billings Custom estimate vs billings report that shows amounts estimated by job, labor categories for task groups, amount billed and percentage complete. Requires customization by client. |
 |
|
Detailed Job Summary Job summary report with custom task detail. Can be run for one job or multiple jobs by client and job start date range. Requires customization by client. |
 |
|
Estimate Worksheet to Actuals Compares Estimated hours input in Job's Estimate Worksheet to Actual hours and amounts. Initials used in Estimate Worksheet must match Staffers C and P initials for report to be correct. Has option to just show totals by Staffer or Task and Staffer. |
  |
|
Time by Job Task Time By Task and Job, no rates, option to hide detail and show subtotals only. |
 |
|
Unbilled Costs By Group Summarizes costs with status “Unbilled” by Job and into columns by 10 predefined Group Codes |
 |
|
Retainer Use Report Lists invoices for a client where a retainer has been applied to the invoice. Shows remaining retainer based upon amount applied. User must enter Client code and Invoice date range and Retainer Amount. |
 |
|
Commission Report Client Payments by Date range sorted by AE then Client. Shows Job, Design Fees billed, Outside Costs Billed, Advance Billing. Requires customization by client. |
 |
|
Project Job Costs Time by Project Name. Entry allows limitation for multiple criteria |
  |
|
Staff Time By Job Time By Job sorted by Staff, ability to hide rates. Input allows entry for one job number, Staff or All, and date range. |
 |
|
Media Estimate Custom Media Estimate format, Ability to show Net cost only. |
 |
|
Insertion Order Custom Insertion Order format. |
 |
|
Job Production Status List of jobs sorted by production status. For each job the estimated and actual hours are shown by task group code. |
 |
|
Hours and Billings List of jobs sorted by production status. For each job the estimated and actual hours are shown by task group code. Remaining hours, task estimate, change orders, billed. |
 |
|
Budgest Vs. Actual Budget Vs. Actual for a period with YTD. User may print for one period, or a fiscal quarter. Report may also be limited to one profit center. Supports 24 periods |
 |
