This article lists the data tables and data fields available for creating custom reports. Any differences between Standard and Premium are highlighted in the text.
Some data table and data field names are not sorted in strict alphabetical order in the following tables. This means that some table/field names may appear to be missing when they are simply not in the expected sequence.
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Data fields reference
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Client and contact report
[Table] Field Description [Client] Address Physical Street Address [Client] Balance Date [Client] Billing Details Billing Client [Client] Business Number [Client] Business Structure [Client] Client [Client] Client Manager Partner at Client Level [Client] Company Number [Client] Country [Client] Email [Client] Export Code [Client] Fax [Client] Group(s) [Client] Job Manager Manager at Client Level [Client] Phone [Client] Post Code Physical Address Post Code [Client] Postal Address Postal Street Address [Client] Postal Country [Client] Postal Post Code [Client] Postal State/Region [Client] Postal Town/City [Client] Referral Source [Client] State/Region [Client] Status Client status (Archived or Lead) [Client] Town/City [Client] Type Client Type set in > General > Client Settings > Client Type tile
[Client] Web Site [Client] Zero Rated Tax Yes or No [Contact] Addressee [Contact] Contact [Contact] Email [Contact] Mobile [Contact] Phone [Contact] Position [Contact] Salutation
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Client group report (Premium only)
Client groups are available only with Premium.
[Table] Field Description [Client] Address [Client] Balance Date [Client] Billing Details [Client] Business Number [Client] Business Structure [Client] Client [Client] Client Manager [Client] Company Number [Client] Country [Client] Email [Client] Export Code [Client] Fax [Client] Group(s) [Client] Job Manager [Client] Phone [Client] Post Code [Client] Postal Address [Client] Postal Country [Client] Postal Post Code [Client] Postal State/Region [Client] Postal Town/City [Client] Referral Source [Client] State/Region [Client] Status [Client] Town/City [Client] Type [Client] Web Site [Client] Zero Rated Tax [Group] Name
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Client note report
[Table] Field Description [Client] Address [Client] Balance Date [Client] Billing Details [Client] Business Number [Client] Business Structure [Client] Client [Client] Client Manager [Client] Company Number [Client] Country [Client] Email [Client] Export Code [Client] Fax [Client] Group(s) [Client] Job Manager [Client] Phone [Client] Post Code [Client] Postal Address [Client] Postal Country [Client] Postal Post Code [Client] Postal State/Region [Client] Postal Town/City [Client] Referral Source [Client] State/Region [Client] Status [Client] Town/City [Client] Type [Client] Web Site [Client] Zero Rated Tax [Note] Added By [Note] Date [Note] Phase [Note] Text [Note] Title
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Client relationships report (Premium only)
Client relationships are available only with Premium.
[Table] Field Description [Client Relationship] Current? [Client Relationship] End Date [Client Relationship] Percentage [Client Relationship] Related Client [Client Relationship] Relationship Type [Client Relationship] Shares [Client Relationship] Start Date [Client] Address [Client] Balance Date [Client] Billing Details [Client] Business Number [Client] Business Structure [Client] Client [Client] Client Manager [Client] Company Number [Client] Country [Client] Email [Client] Export Code [Client] Fax [Client] Group(s) [Client] Job Manager [Client] Phone [Client] Post Code [Client] Postal Address [Client] Postal Country [Client] Postal Post Code [Client] Postal State/Region [Client] Postal Town/City [Client] Referral Source [Client] State/Region [Client] Status [Client] Town/City [Client] Type [Client] Web Site [Client] Zero Rated Tax
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Current job report
[Table] Field Description [Client] Client Manager [Client] Address [Client] Balance Date [Client] Billing Details [Client] Business Number [Client] Business Structure [Client] Client [Client] Company Number [Client] Country [Client] Email [Client] Export Code [Client] Fax [Client] Group(s) [Client] Job Manager [Client] Phone [Client] Post Code [Client] Postal Address [Client] Postal Country [Client] Postal Post Code [Client] Postal State/Region [Client] Postal Town/City [Client] Referral Source [Client] State/Region [Client] Status [Client] Town/City [Client] Type [Client] Web Site [Client] Zero Rated Tax [Contact] Contact [Contact] Email [Contact] Mobile [Contact] Phone [Contact] Position [Category] Category [Job] Status [Job] % Complete (Total Actual Time / Total Estimated Time) x 100 [Job] Actual Time [Job] Actual Time this Month [Job] Billable [Job] Billable (Costs) [Job] Billable (Time) [Job] Budget [Job] Client Order No. [Job] Completed Date System recorded date on the last time the job was changed to "Completed" status [Job] Cost [Job] Date Created System recorded date on creation [Job] Date Last Invoiced [Job] Date Last Payment [Job] Date Time Last Entered [Job] Description [Job] Draft Invoice [Job] Due Date [Job] Estimated Billings [Job] Estimated Time [Job] Has Tasks? [Job] Invoiced [Job] Job No. [Job] Job Summary [Job] Job Manager [Job] Milestones [Job] Milestones (Completed) [Job] Milestones (Uncompleted) [Job] Name [Job] Priority [Job] Quoted [Job] Remaining Time [Job] Staff [Job] Start Date [Job] Client Manager
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Custom client rates
[Table] Field Description [Client] Client Manager [Client] Address [Client] Balance Date [Client] Billing Details [Client] Business Number [Client] Business Structure [Client] Client [Client] Company Number [Client] Country [Client] Email [Client] Export Code [Client] Fax [Client] Group(s) [Client] Job Manager [Client] Phone [Client] Post Code [Client] Postal Address [Client] Postal Country [Client] Postal Post Code [Client] Postal State/Region [Client] Postal Town/City [Client] Referral Source [Client] State/Region [Client] Status [Client] Town/City [Client] Type [Client] Web Site [Client] Zero Rated Tax [Client Rate] Client Rate Custom client rate set up for the client [Client Rate] Task Includes standard Task name setup in Task Settings and also "Default Task Rate" which used to set a single custom client rate for all tasks [Client Rate] Task Rate Standard Task Rate from Task Settings
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Invoice report
[Table] Field Description [Client] Client Manager [Client] Address [Client] Business Number [Client] Business Structure [Client] Client [Client] Country [Client] Email [Client] Export Code [Client] Fax [Client] Group(s) [Client] Job Manager [Client] Phone [Client] Post Code [Client] Postal Address [Client] Postal Country [Client] Postal Post Code [Client] Postal State/Region [Client] Postal Town/City [Client] Referral Source [Client] State/Region [Client] Status [Client] Town/City [Client] Type [Client] Zero Rated Tax [Invoice] Aged Days Current, 30, 60, 90+, Paid [Invoice] Amount [Invoice] Amount (Totalled) [Invoice] Amount (incl tax) [Invoice] Amount Outstanding (incl tax) [Invoice] Amount Paid [Invoice] Billing Type Actual, Quoted, Miscellaneous [Invoice] Client [Invoice] Client Order No. [Invoice] Contact [Invoice] Costs Invoiced Disbursement unit price [Invoice] Costs Invoiced (at cost) Disbursement unit cost [Invoice] Date [Invoice] Date Paid [Invoice] Description [Invoice] Due Date [Invoice] Invoice No. [Invoice] Job Category [Invoice] Job Name(s) [Invoice] Job Number(s) [Invoice] Paid [Invoice] Quote Number(s) [Invoice] Referral Source [Invoice] Sent [Invoice] Tasks Invoiced [Invoice] Type Final, Progress, Miscellaneous
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Invoice cancelled report
[Table] Field Description [Invoice] Amount [Invoice] Amount (Totalled) [Invoice] Amount (incl tax) [Invoice] Billing Type [Invoice] Client [Invoice] Contact [Invoice] Date [Invoice] Description [Invoice] Invoice No. [Invoice] Job Number(s) [Invoice] Type
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Invoice draft report
[Table] Field Description [Client] Client Manager [Client] Address [Client] Business Number [Client] Business Structure [Client] Client [Client] Country [Client] Email [Client] Export Code [Client] Fax [Client] Group(s) [Client] Job Manager [Client] Phone [Client] Post Code [Client] Postal Address [Client] Postal Country [Client] Postal Post Code [Client] Postal State/Region [Client] Postal Town/City [Client] Referral Source [Client] State/Region [Client] Status [Client] Town/City [Client] Type [Client] Zero Rated Tax [Invoice] Amount [Invoice] Amount (Totalled) [Invoice] Amount (incl tax) [Invoice] Billing Type [Invoice] Client [Invoice] Contact [Invoice] Date [Invoice] Description [Invoice] Invoice No. [Invoice] Job Number(s) [Invoice] Type
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Invoice cost report
[Table] Field Description [Invoice] Aged Days [Invoice] Amount [Invoice] Amount (Totalled) [Invoice] Amount (incl tax) [Invoice] Amount Outstanding (incl tax) [Invoice] Amount Paid [Invoice] Billing Type [Invoice] Client [Invoice] Client Order No. [Invoice] Contact [Invoice] Costs Invoiced [Invoice] Costs Invoiced (at cost) [Invoice] Date [Invoice] Date Paid [Invoice] Description [Invoice] Due Date [Invoice] Invoice No. [Invoice] Job Category [Invoice] Job Name(s) [Invoice] Job Number(s) [Invoice] Paid [Invoice] Quote Number(s) [Invoice] Referral Source [Invoice] Sent [Invoice] Tasks Invoiced [Invoice] Type [Invoice Cost] Amount [Invoice Cost] Amount (Totalled) [Invoice Cost] Billing Type [Invoice Cost] Cost Code [Invoice Cost] Cost [Invoice Cost] Cost Name [Invoice Cost] Cost Notes [Invoice Cost] Quantity [Invoice Cost] Supplier [Invoice Cost] Unit Cost [Invoice Cost] Unit Price [Invoice Cost] Billable
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Invoice phase report
[Table] Field Description [Invoice] Aged Days [Invoice] Amount [Invoice] Amount (Totalled) [Invoice] Amount (incl tax) [Invoice] Amount Outstanding (incl tax) [Invoice] Amount Paid [Invoice] Billing Type [Invoice] Client [Invoice] Client Order No. [Invoice] Contact [Invoice] Costs Invoiced [Invoice] Costs Invoiced (at cost) [Invoice] Date [Invoice] Date Paid [Invoice] Description [Invoice] Due Date [Invoice] Invoice No. [Invoice] Job Category [Invoice] Job Name(s) [Invoice] Job Number(s) [Invoice] Paid [Invoice] Quote Number(s) [Invoice] Referral Source [Invoice] Sent [Invoice] Tasks Invoiced [Invoice] Type [Invoice Phase] Costs - billable (incl tax) per phase [Invoice Phase] Costs - billable amount per phase [Invoice Phase] Costs - cost per phase [Invoice Phase] Description [Invoice Phase] Phase [Invoice Phase] Tasks - billable (incl tax) per phase [Invoice Phase] Tasks - billable amount per phase [Invoice Phase] Tasks - cost per phase [Invoice Phase] Total - billable (incl tax) per phase [Invoice Phase] Total - billable amount per phase [Invoice Phase] Total - cost per phase
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Invoice note report
[Table] Field Description [Invoice] Aged Days [Invoice] Amount [Invoice] Amount (Totalled) [Invoice] Amount (incl tax) [Invoice] Amount Outstanding (incl tax) [Invoice] Amount Paid [Invoice] Billing Type [Invoice] Client [Invoice] Client Order No. [Invoice] Contact [Invoice] Costs Invoiced [Invoice] Costs Invoiced (at cost) [Invoice] Date [Invoice] Date Paid [Invoice] Description [Invoice] Due Date [Invoice] Invoice No. [Invoice] Job Category [Invoice] Job Name(s) [Invoice] Job Number(s) [Invoice] Paid [Invoice] Quote Number(s) [Invoice] Referral Source [Invoice] Sent [Invoice] Tasks Invoiced [Invoice] Type [Invoice Note] Added By [Invoice Note] Billing Type [Invoice Note] Date [Invoice Note] Phase [Invoice Note] Text [Invoice Note] Title
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Invoice task report
[Table] Field Description [Invoice] Aged Days [Invoice] Amount [Invoice] Amount (Totalled) [Invoice] Amount (incl tax) [Invoice] Amount Outstanding (incl tax) [Invoice] Amount Paid [Invoice] Billing Type [Invoice] Client [Invoice] Client Order No. [Invoice] Contact [Invoice] Costs Invoiced [Invoice] Costs Invoiced (at cost) [Invoice] Date [Invoice] Date Paid [Invoice] Description [Invoice] Due Date [Invoice] Invoice No. [Invoice] Job Category [Invoice] Job Name(s) [Invoice] Job Number(s) [Invoice] Paid Yes or No [Invoice] Quote Number(s) [Invoice] Referral Source [Invoice] Sent Yes or No [Invoice] Tasks Invoiced Amount [Invoice] Type Miscellaneous, Progress Invoice, Final Invoice [Invoice Task] Amount [Invoice Task] Amount (Totalled) [Invoice Task] Billable Rate [Invoice Task] Billing Type [Invoice Task] Description [Invoice Task] Label [Invoice Task] Name [Invoice Task] Name + Label [Invoice Task] Time
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Invoiced time report
[Table] Field Description [Job] % Complete [Job] Client Manager [Job] Billing Details [Job] Budget [Job] Capacity Reducing? [Job] Category [Job] Client [Job] Client Order No. [Job] Completed Date [Job] Contact [Job] Description [Job] Due Date [Job] Exclude from WIP? [Job] Invoiced [Job] Job No. [Job] Job Summary [Job] Milestones [Job] Milestones (Completed) [Job] Milestones (Uncompleted) [Job] Name [Job] Priority [Job] Staff [Job] Start Date [Staff] Name [Staff] Payroll Code [Invoice] Date [Invoice] Invoice No. [Invoice Task] Actual Time [Invoice Task] Billable [Invoice Task] Estimated Time [Invoice Task] Phase [Invoice Task] Label [Invoice Task] Name [Invoice Task] Name + Label [Invoice Time] Base Rate [Invoice Time] Billable [Invoice Time] Cost [Invoice Time] Date [Invoice Time] Invoiced Amount [Invoice Time] Invoiced Amount (Totalled) [Invoice Time] Invoiced Rate [Invoice Time] Invoiced Time [Invoice Time] Invoiced Time (Totalled) [Invoice Time] Note [Invoice Time] Time [Invoice Time] Write Up Amount [Invoice Time] Write Up Amount (Totalled) [Invoice Time] Written Up Time [Job] Status [Job] Job Manager
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Job report
[Table] Field Description [Client] Client Manager [Client] Address [Client] Business Number [Client] Business Structure [Client] Client [Client] Country [Client] Email [Client] Export Code [Client] Fax [Client] Group(s) [Client] Job Manager [Client] Phone [Client] Post Code [Client] Postal Address [Client] Postal Country [Client] Postal Post Code [Client] Postal State/Region [Client] Postal Town/City [Client] Referral Source [Client] State/Region [Client] Status [Client] Town/City [Client] Type [Client] Zero Rated Tax [Contact] Contact Contacts assigned to jobs, if no contacts assigned, this field will be empty [Contact] Email Contacts assigned to jobs, if no contacts assigned, this field will be empty [Contact] Mobile Contacts assigned to jobs, if no contacts assigned, this field will be empty [Contact] Phone Contacts assigned to jobs, if no contacts assigned, this field will be empty [Contact] Position Contacts assigned to jobs, if no contacts assigned, this field will be empty [Category] Category [Job] Status [Job] Actual Cost Total of Actual Cost (Costs) plus Actual Cost (Time) [Job] Actual Cost (Costs) Supplier Cost [Job] Actual Cost (Time) Staff Cost (based on Staff Base Rate) [Job] Actual Time [Job] Actual Time this Month [Job] Billable Total of Estimated Billings (excl. tax), that is Total of Billable Costs plus Billable Time [Job] Billable - Actual Cost Total of Estimated Billings less Actual Cost on job [Job] Billable (Costs) Actual Costs on job [Job] Billable (Time) Use Billable Rates based on applicable WorkflowMax rates hierarchy (ignores the actual rate at which time sheet was invoiced) and includes future time sheet [Job] Budget Job Budget [Job] Capacity Reducing? [Job] Client Order No. Client Order Number [Job] Completed Date [Job] Date Created [Job] Date Last Invoiced [Job] Date Last Payment [Job] Date Time Last Entered Date on latest time sheet which could even be in the future [Job] Days to Complete How long a job takes to complete, that is from Start Date to Completed Date (not how long it is scheduled to take) [Job] Description Job Description [Job] Draft Invoice Draft Invoice Amount (excl. tax) [Job] Draft Invoice (incl tax) [Job] Due Date [Job] Estimated Cost [Job] Estimated Cost (Costs) [Job] Estimated Cost (Tasks) [Job] Estimated Time [Job] Exclude from WIP? [Job] Has Draft Invoice? [Job] Has Invoice? [Job] Has Purchase Order? [Job] Has Quote? [Job] Has Tasks? [Job] Invoice Number(s) [Job] Invoice Number(s) Last Month [Job] Invoice Number(s) This Month [Job] Invoiced [Job] Invoiced (incl tax) [Job] Invoiced - Billable Similar to write on/off [Job] Invoiced Costs [Job] Invoiced Last Month [Job] Invoiced Last Month (incl tax) [Job] Invoiced This Month [Job] Invoiced This Month (incl tax) [Job] Invoiced Time Hours [Job] Invoiced Time Amount Dollar amount [Job] Job No. [Job] Job Summary [Job] Job Manager [Job] Milestones [Job] Milestones (Completed) [Job] Milestones (Uncompleted) [Job] Name [Job] Outstanding (incl tax) Unpaid invoice amounts [Job] Paid [Job] Priority [Job] Profit Similar to Invoice less Cost [Job] Profit % [Job] Profit (on costs) [Job] Quoted [Job] Quoted (excl Deposits) [Job] Quoted (incl tax) [Job] Quoted - Billable Estimated profit [Job] Quoted Amount (Costs) [Job] Quoted Amount (Tasks) [Job] Quoted to be Invoiced Quoted amount less total net invoiced amount [Job] Remaining Time [Job] Staff [Job] Start Date [Job] Client Manager [Job] Estimated Billings
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Job allocation report
[Table] Field Description [Job] % Complete (actual hours / estimated hours)*100 [Job] Client Manager Partner at Client level [Job] Billing Details Billing client [Job] Budget Job budget [Job] Capacity Reducing? Yes or No [Job] Category [Job] Client [Job] Client Order No. [Job] Completed Date [Job] Contact [Job] Description [Job] Due Date [Job] Exclude from WIP? [Job] Invoiced Total amount invoices (excl. tax) [Job] Job No. [Job] Job Summary [Job] Milestones List of all milestones [Job] Milestones (Completed) List of completed milestones [Job] Milestones (Uncompleted) List of uncompleted milestones [Job] Name [Job] Priority [Job] Staff All staff assigned to a job [Job] Start Date [Staff] Staff Individual staff assigned to a job [Job] Status [Job] Job Manager Manager at Job Level
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Job cost report
[Table] Field Description [Job] % Complete [Job] Client Manager [Job] Billing Details [Job] Budget [Job] Capacity Reducing? [Job] Category [Job] Client [Job] Client Order No. [Job] Completed Date [Job] Contact [Job] Description [Job] Due Date [Job] Exclude from WIP? [Job] Invoiced [Job] Job No. [Job] Job Summary [Job] Milestones [Job] Milestones (Completed) [Job] Milestones (Uncompleted) [Job] Name [Job] Priority [Job] Staff [Job] Start Date [Job Cost] Actual Cost? Yes - Actual; No - Estimated [Job Cost] Added By [Job Cost] Amount Unit price x qty [Job Cost] Billable [Job Cost] Cost Code [Job Cost] Cost Unit Cost x qty [Job Cost] Date [Job Cost] Cost Name [Job Cost] Phase [Job Cost] Invoiced [Job Cost] Cost Notes [Job Cost] Price Unit Price x qty [Job Cost] Profit [Job Cost] Quantity (Summed) List qty of each cost record but also gives a total qty calculation at the bottom/end of the report [Job Cost] Quantity (Totalled) Able to display total a qty of different cost items based on prior fields [Job Cost] Quantity Ordered [Job Cost] Supplier [Job Cost] Supplier Phone [Job Cost] Unit Cost [Job Cost] Unit Price [Job] Status [Job Cost] Quantity [Job] Job Manager [Job Cost] Cost (Totalled) [Job Cost] Amount (Totalled)
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Job document report
[Table] Field Description [Job] % Complete [Job] Client Manager [Job] Billing Details [Job] Budget [Job] Capacity Reducing? [Job] Category [Job] Client [Job] Client Order No. [Job] Completed Date [Job] Contact [Job] Description [Job] Due Date [Job] Exclude from WIP? [Job] Invoiced [Job] Job No. [Job] Job Summary [Job] Milestones [Job] Milestones (Completed) [Job] Milestones (Uncompleted) [Job] Name [Job] Priority [Job] Staff [Job] Start Date [Job Document] Added By [Job Document] Date [Job Document] File [Job Document] Phase Grouping phase in WorkflowMax [Job Document] Note Job note that is linked to the document (for example, shows the email (note) that is linked to the attachment) [Job Document] Public [Job Document] Title [Job] Status [Job] Job Manager
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Job note report
[Table] Field Description [Job] % Complete [Job] Client Manager [Job] Billing Details [Job] Budget [Job] Capacity Reducing? [Job] Category [Job] Client [Job] Client Order No. [Job] Completed Date [Job] Contact [Job] Description [Job] Due Date [Job] Exclude from WIP? [Job] Invoiced [Job] Job No. [Job] Job Summary [Job] Milestones [Job] Milestones (Completed) [Job] Milestones (Uncompleted) [Job] Name [Job] Priority [Job] Staff [Job] Start Date [Job Note] Added By [Job Note] Comment Comments from other users on note but doesn't say who added it [Job Note] Date [Job Note] Phase [Job Note] Public [Job Note] Text [Job Note] Title [Job] Status [Job] Job Manager
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Job task report
[Table] Field Description [Job] % Complete [Job] Client Manager [Job] Billing Details [Job] Budget [Job] Capacity Reducing? [Job] Category [Job] Client [Job] Client Order No. [Job] Completed Date [Job] Contact [Job] Description [Job] Due Date [Job] Exclude from WIP? [Job] Invoiced [Job] Job No. [Job] Job Summary [Job] Milestones [Job] Milestones (Completed) [Job] Milestones (Uncompleted) [Job] Name [Job] Priority [Job] Staff [Job] Start Date [Job Task] % Complete [Job Task] Actual Time [Job Task] Actual Time (totalled) [Job Task] Allocated [Job Task] Billable [Job Task] Billable Amount [Job Task] Completed [Job Task] Cost [Job Task] Date Completed [Job Task] Description [Job Task] Due Date [Job Task] Estimated Time [Job Task] Phase [Job Task] Invoiced Amount [Job Task] Invoiced Time [Job Task] Label [Job Task] Name [Job Task] Name + Label [Job Task] Profit [Job Task] Quoted Amount [Job Task] Quoted Time [Job Task] Remaining Time [Job Task] Scheduled [Job Task] Staff [Job Task] Start Date [Job] Status [Job] Job Manager
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Job task allocation report
[Table] Field Description [Job] % Complete [Job] Client Manager [Job] Billing Details [Job] Budget [Job] Capacity Reducing? [Job] Category [Job] Client [Job] Client Order No. [Job] Completed Date [Job] Contact [Job] Description [Job] Due Date [Job] Exclude from WIP? [Job] Invoiced [Job] Job No. [Job] Job Summary [Job] Milestones [Job] Milestones (Completed) [Job] Milestones (Uncompleted) [Job] Name [Job] Priority [Job] Staff [Job] Start Date [Job Task Allocation] Actual Time List the actual time for each individual staff member (same task appear multiple times) [Job Task Allocation] Actual Time (All Staff) List the actual time for task in total [Job Task Allocation] Allocated Time List allocated time for each staff member (No time data appears if Time Allocation setting is based on Task only) [Job Task Allocation] Billable [Job Task Allocation] Completed [Job Task Allocation] Date Completed System generated time when user marks task as completed [Job Task Allocation] Description Task note [Job Task Allocation] Due Date [Job Task Allocation] Estimated Time (All Staff) Total Estimated time for task [Job Task Allocation] Phase [Job Task Allocation] Label [Job Task Allocation] Name [Job Task Allocation] Name + Label [Job Task Allocation] Remaining Time List remaining time for each staff member (Estimate - Actual) [Job Task Allocation] Scheduled Yes/No Checkbox [Job Task Allocation] Staff [Job Task Allocation] Start Date [Job] Status [Job] Job Manager
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Job to-do report
[Table] Field Description [Job] % Complete [Job] Client Manager [Job] Billing Details [Job] Budget [Job] Capacity Reducing? [Job] Category [Job] Client [Job] Client Order No. [Job] Completed Date [Job] Contact [Job] Description [Job] Due Date [Job] Exclude from WIP? [Job] Invoiced [Job] Job No. [Job] Job Summary [Job] Milestones [Job] Milestones (Completed) [Job] Milestones (Uncompleted) [Job] Name [Job] Priority [Job] Staff [Job] Start Date [Job To-do] Completed [Job To-do] Date Completed [Job To-do] Item [Job To-do] Sequence The number of the to-do item based on the order listed under the task [Job To-do] Task Label [Job To-do] Task Name [Job To-do] Task Name + Label [Job] Status [Job] Job Manager
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Lead report
[Table] Field Description [Client] Client Manager [Client] Address [Client] Business Number [Client] Business Structure [Client] Client [Client] Country [Client] Email [Client] Export Code [Client] Fax [Client] Group(s) [Client] Job Manager [Client] Phone [Client] Post Code [Client] Postal Address [Client] Postal Country [Client] Postal Post Code [Client] Postal State/Region [Client] Postal Town/City [Client] Referral Source [Client] State/Region [Client] Status [Client] Town/City [Client] Type [Client] Zero Rated Tax [Lead] Category [Lead] Client Same as [Client] client field [Lead] Client Email [Lead] Client Export Code [Lead] Client Name [Lead] Client Phone [Lead] Contact [Lead] Contact Email [Lead] Contact Mobile [Lead] Contact Phone [Lead] Date [Lead] Date Won/Lost [Lead] Details [Lead] Estimated Value [Lead] Has Activity? [Lead] Has Quote? [Lead] Name [Lead] Owner [Lead] Referral Source Same as [Client] Referral Source field [Lead] Status [Lead] Estimated Duration (Weeks) [Lead] Estimated Start Date
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Lead activity report
[Table] Field Description [Lead] Category [Lead] Client [Lead] Client Email [Lead] Client Export Code [Lead] Client Name [Lead] Client Phone [Lead] Contact [Lead] Contact Email [Lead] Contact Mobile [Lead] Contact Phone [Lead] Date [Lead] Date Won/Lost [Lead] Details [Lead] Estimated Value [Lead] Has Activity? Yes or No [Lead] Has Quote? Yes or No [Lead] Name [Lead] Owner [Lead] Referral Source [Lead] Status Won, Lost, Current [Activity] Completed [Activity] Due Date [Activity] Responsible [Activity] Subject [Lead] Estimated Duration (Weeks) [Lead] Estimated Start Date
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Lead history report
[Table] Field Description [Lead] Category [Lead] Client [Lead] Client Email [Lead] Client Export Code [Lead] Client Name [Lead] Client Phone [Lead] Contact [Lead] Contact Email [Lead] Contact Mobile [Lead] Contact Phone [Lead] Date [Lead] Date Won/Lost [Lead] Details [Lead] Estimated Value [Lead] Has Activity? [Lead] Has Quote? [Lead] Name [Lead] Owner [Lead] Referral Source [Lead] Status [Lead History] Added By [Lead History] Date [Lead History] Detail [Lead] Estimated Duration (Weeks) [Lead] Estimated Start Date
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Milestone report
[Table] Field Description [Milestone] Completed [Milestone] Date [Milestone] Date Completed [Milestone] Phase [Milestone] Milestone [Job] % Complete [Job] Client Manager [Job] Billing Details [Job] Budget [Job] Capacity Reducing? [Job] Category [Job] Client [Job] Client Order No. [Job] Completed Date [Job] Contact [Job] Description [Job] Due Date [Job] Exclude from WIP? [Job] Invoiced [Job] Job No. [Job] Job Summary [Job] Milestones [Job] Milestones (Completed) [Job] Milestones (Uncompleted) [Job] Name [Job] Priority [Job] Staff [Job] Start Date [Job] Job Manager [Job] Status
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Payment report
[Table] Field Description [Payment] Payment Amount [Payment] Payment Date [Payment] Reference [Invoice] Aged Days [Invoice] Amount [Invoice] Amount (Totalled) [Invoice] Amount (incl tax) [Invoice] Amount Outstanding (incl tax) [Invoice] Amount Paid [Invoice] Billing Type [Invoice] Client [Invoice] Client Order No. [Invoice] Contact [Invoice] Costs Invoiced [Invoice] Costs Invoiced (at cost) [Invoice] Date [Invoice] Date Paid [Invoice] Description [Invoice] Due Date [Invoice] Invoice No. [Invoice] Job Category [Invoice] Job Name(s) [Invoice] Job Number(s) [Invoice] Paid [Invoice] Quote Number(s) [Invoice] Referral Source [Invoice] Sent [Invoice] Tasks Invoiced [Invoice] Type
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Purchase order report
[Table] Field Description [Job] % Complete [Job] Client Manager [Job] Billing Details [Job] Budget [Job] Capacity Reducing? [Job] Category [Job] Client [Job] Client Order No. [Job] Completed Date [Job] Contact [Job] Description [Job] Due Date [Job] Exclude from WIP? [Job] Invoiced [Job] Job No. [Job] Job Summary [Job] Milestones [Job] Milestones (Completed) [Job] Milestones (Uncompleted) [Job] Name [Job] Priority [Job] Staff [Job] Start Date [Order] Amount Invoiced Amount on charge on invoice [Order] Amount Receipted [Order] Amount Receipted (incl tax) [Order] Cost [Order] Cost (incl tax) [Order] Cost (Totalled) [Order] Date [Order] Description [Order] Job Number(s) [Order] Outstanding Amount Difference between the order amount and receipted amount (price variation) [Order] Outstanding Amount (incl tax) [Order] Outstanding Ordered Difference between order and receipt (due to quantity and item) [Order] Outstanding Ordered (incl tax) [Order] PO No. [Order] Status Issued; Fully Received; Cancelled; Partially Received; Draft [Order] Supplier [Job] Job Manager [Job] Status
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Purchase order cost report
[Table] Field Description [Purchase Order Cost] Cost Code [Purchase Order Cost] Cost [Purchase Order Cost] Cost Name [Purchase Order Cost] Cost Notes [Purchase Order Cost] Ordered [Purchase Order Cost] Received [Purchase Order Cost] Unit Cost [Order] Amount Invoiced [Order] Amount Receipted [Order] Amount Receipted (incl tax) [Order] Cost [Order] Cost (incl tax) [Order] Cost (Totalled) [Order] Date [Order] Description [Order] Job Number(s) [Order] Outstanding Amount [Order] Outstanding Amount (incl tax) [Order] Outstanding Ordered [Order] Outstanding Ordered (incl tax) [Order] PO No. [Order] Status [Order] Supplier
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Purchase receipt report
[Table] Field Description [Receipt] Amount [Receipt] Date [Receipt] Due Date [Receipt] Stock Receipt ID [Order] Amount Invoiced [Order] Amount Receipted [Order] Amount Receipted (incl tax) [Order] Cost [Order] Cost (incl tax) [Order] Cost (Totalled) [Order] Date [Order] Description [Order] Job Number(s) [Order] Outstanding Amount [Order] Outstanding Amount (incl tax) [Order] Outstanding Ordered [Order] Outstanding Ordered (incl tax) [Order] PO No. [Order] Status [Order] Supplier
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Purchase receipt item report
[Table] Field Description [Item] Code [Item] Cost [Item] Description [Item] Quantity [Item] Unit Cost [Receipt] Amount [Receipt] Date [Receipt] Due Date [Receipt] Stock Receipt ID
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Quote report
[Table] Field Description [Client] Client Manager [Client] Address [Client] Business Number [Client] Business Structure [Client] Client [Client] Country [Client] Email [Client] Export Code [Client] Fax [Client] Group(s) [Client] Job Manager [Client] Phone [Client] Post Code [Client] Postal Address [Client] Postal Country [Client] Postal Post Code [Client] Postal State/Region [Client] Postal Town/City [Client] Referral Source [Client] State/Region [Client] Status [Client] Town/City [Client] Type [Client] Zero Rated Tax [Quote] Accepted Options Accepted option amounts only [Quote] Amount [Quote] Amount + Accepted Options Total quoted task + cost + option amount (also included if quote is only issued) [Quote] Budget (this may flow to the job at the time of accepting and creating the quote) [Quote] Client [Quote] Contact [Quote] Date [Quote] Date Accepted/Declined [Quote] Declined Options [Quote] Description [Quote] Estimated Cost [Quote] Gross Profit % =Gross Profit Margin / Amount [Quote] Gross Profit Margin =Amount - Estimated Cost [Quote] Has Lead? [Quote] Job Number [Quote] Name [Quote] Number [Quote] Options Amount All option amounts [Quote] Referral Source [Quote] Status Draft; Accepted; Declined; Issued; Revised [Quote] Type Quote; Estimate [Quote] Valid To [Quote] Amount + Options [Quote] Salesperson
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Quote cost report
[Table] Field Description [Quote Cost] Amount [Quote Cost] Amount (Totalled) [Quote Cost] Billable [Quote Cost] Cost Code [Quote Cost] Total Cost [Quote Cost] Cost Name [Quote Cost] Phase Description [Quote Cost] Phase Name [Quote Cost] Cost Notes [Quote Cost] Quantity [Quote Cost] Supplier [Quote Cost] Supplier Phone [Quote Cost] Unit Cost [Quote Cost] Unit Price [Quote] Accepted Options [Quote] Amount [Quote] Amount + Accepted Options [Quote] Budget [Quote] Client [Quote] Contact [Quote] Date [Quote] Date Accepted/Declined [Quote] Declined Options [Quote] Description [Quote] Estimated Cost [Quote] Gross Profit % [Quote] Gross Profit Margin [Quote] Has Lead? [Quote] Job Number [Quote] Name [Quote] Number [Quote] Options Amount [Quote] Referral Source [Quote] Status [Quote] Type [Quote] Valid To [Quote Cost] Optional? [Quote] Amount + Options
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Quote phase report
[Table] Field Description [Quote Phase] Costs - billable (incl tax) per phase [Quote Phase] Costs - billable amount per phase [Quote Phase] Costs - cost per phase [Quote Phase] Description [Quote Phase] Phase [Quote Phase] Tasks - billable (incl tax) per phase [Quote Phase] Tasks - billable amount per phase [Quote Phase] Tasks - cost per phase [Quote Phase] Total - billable (incl tax) per phase [Quote Phase] Total - billable amount per phase [Quote Phase] Total - cost per phase [Quote] Accepted Options [Quote] Amount [Quote] Amount + Accepted Options [Quote] Budget [Quote] Client [Quote] Contact [Quote] Date [Quote] Date Accepted/Declined [Quote] Declined Options [Quote] Description [Quote] Estimated Cost [Quote] Gross Profit % [Quote] Gross Profit Margin [Quote] Has Lead? [Quote] Job Number [Quote] Name [Quote] Number [Quote] Options Amount [Quote] Referral Source [Quote] Status [Quote] Type [Quote] Valid To [Quote] Amount + Options
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Quote note report
[Table] Field Description [Quote Note] Added By [Quote Note] Date [Quote Note] Phase [Quote Note] Text [Quote Note] Title [Quote] Accepted Options [Quote] Amount [Quote] Amount + Accepted Options [Quote] Budget [Quote] Client [Quote] Contact [Quote] Date [Quote] Date Accepted/Declined [Quote] Declined Options [Quote] Description [Quote] Estimated Cost [Quote] Gross Profit % [Quote] Gross Profit Margin [Quote] Has Lead? [Quote] Job Number [Quote] Name [Quote] Number [Quote] Options Amount [Quote] Referral Source [Quote] Status [Quote] Type [Quote] Valid To [Quote] Amount + Options
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Quote option report
[Table] Field Description [Quote Option Cost] Code [Quote Option Cost] Total Cost [Quote Option Cost] Declined [Quote Option Cost] Cost Name [Quote Option Cost] Note [Quote Option Cost] Quantity [Quote Option Cost] Supplier [Quote Option Cost] Unit Cost [Quote Option Cost] Unit Price [Quote] Budget [Quote] Client [Quote] Contact [Quote] Date [Quote] Date Accepted/Declined [Quote] Description [Quote] Estimated Cost [Quote] Has Lead? [Quote] Job Number [Quote] Name [Quote] Number [Quote] Referral Source [Quote] Status [Quote] Type [Quote] Valid To [Quote Option Cost] Amount [Quote Option Task] Amount [Quote Option Task] Base Rate [Quote Option Task] Billable Rate [Quote Option Task] Description [Quote Option Task] Estimated Cost [Quote Option Task] Estimated Time [Quote Option Task] Label [Quote Option Task] Name [Quote Option Task] Name + Label
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Quote task report
[Table] Field Description [Quote Task] Amount [Quote Task] Base Rate [Quote Task] Billable [Quote Task] Billable Rate [Quote Task] Description [Quote Task] Estimated Cost [Quote Task] Estimated Time [Quote Task] Phase Description [Quote Task] Phase Name [Quote Task] Invoiced [Quote Task] Label [Quote Task] Name [Quote Task] Name + Label [Quote] Accepted Options [Quote] Amount [Quote] Amount + Accepted Options [Quote] Budget [Quote] Client [Quote] Contact [Quote] Date [Quote] Date Accepted/Declined [Quote] Declined Options [Quote] Description [Quote] Estimated Cost [Quote] Gross Profit % [Quote] Gross Profit Margin [Quote] Has Lead? [Quote] Job Number [Quote] Name [Quote] Number [Quote] Options Amount [Quote] Referral Source [Quote] Status [Quote] Type [Quote] Valid To [Quote] Amount + Options [Task] Optional?
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Recurring job report
[Table] Field Description [Client] Client Manager [Client] Address [Client] Business Number [Client] Business Structure [Client] Client [Client] Country [Client] Email [Client] Export Code [Client] Fax [Client] Group(s) [Client] Job Manager [Client] Phone [Client] Post Code [Client] Postal Address [Client] Postal Country [Client] Postal Post Code [Client] Postal State/Region [Client] Postal Town/City [Client] Referral Source [Client] State/Region [Client] Status [Client] Town/City [Client] Type [Client] Zero Rated Tax [Recurring job] Budget [Recurring job] Client Order No. [Recurring job] Contact [Recurring job] Description [Recurring job] Duration [Recurring job] End Date [Recurring job] Exclude from Estimated Billings [Recurring job] Job Manager [Recurring job] Name [Recurring job] Next Date [Recurring job] Client Manager [Recurring job] Repeat [Recurring job] Staff [Recurring job] Status [Recurring job] Template
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Supplier and contact report
[Table] Field Description [Supplier] Address [Supplier] Country [Supplier] Fax [Supplier] Phone [Supplier] Post Code [Supplier] Postal Address [Supplier] Postal Country [Supplier] Postal Post Code [Supplier] Postal State/Region [Supplier] Postal Town/City [Supplier] State/Region [Supplier] Supplier [Supplier] Town/City [Supplier] Web Site [Supplier] Zero Rated Tax [SupplierContact] Contact [SupplierContact] Email [SupplierContact] Mobile [SupplierContact] Position [SupplierContact] Phone
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Task admin report
[Table] Field Description [Task] Base Rate [Task] Billable Rate [Task] Description [Task] Name
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Time report
[Table] Field Description [Job] % Complete [Job] Client Manager [Job] Billing Details [Job] Budget [Job] Capacity Reducing? [Job] Category [Job] Client [Job] Client Order No. [Job] Completed Date [Job] Contact [Job] Description [Job] Due Date [Job] Exclude from WIP? [Job] Invoiced [Job] Job No. [Job] Job Summary [Job] Milestones [Job] Milestones (Completed) [Job] Milestones (Uncompleted) [Job] Name [Job] Priority [Job] Staff [Job] Start Date [Time] Base Rate Base rate per staff member [Time] Billable Yes or No [Time] Billable Amount [Time] Billable Amount (Totalled) [Time] Billable Rate Billable rate picked up job's financial settings (either staff billable rates or task billable rates) [Time] Cost [Time] Cost (Totalled) [Time] Date [Time] Finish [Time] Note [Time] Start [Time] Submitted [Time] Time [Time] Time (Totalled) [Staff] Name [Staff] Payroll Code [Job Task] Actual Time [Job Task] Billable [Job Task] Estimated Time [Job Task] Phase [Job Task] Label [Job Task] Name [Job Task] Name + Label [Job Task] Remaining Time [Job] Status [Job] Job Manager [Time] Invoiced Amount [Time] Invoiced Amount (Totalled) [Time] Write On Amount [Time] Write On Amount (Totalled)
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Time productivity report
[Table] Field Description [Job] % Complete (actual time / estimated time) x 100 [Job] Client Manager Client's partner [Job] Billing Details Billing client [Job] Budget [Job] Capacity Reducing? Yes or No [Job] Category [Job] Client [Job] Client Order No. [Job] Completed Date [Job] Contact [Job] Description [Job] Due Date [Job] Exclude from WIP? [Job] Invoiced [Job] Job No. [Job] Job Summary [Job] Milestones All milestones (completed & uncompleted) [Job] Milestones (Completed) [Job] Milestones (Uncompleted) [Job] Name [Job] Priority [Job] Staff [Job] Start Date [Time Productivity] % Billable (billable time / total time) x 100 [Time Productivity] Billable Time [Time Productivity] Date [Time Productivity] Non Billable Time [Time Productivity] Total Time [Staff] Name [Staff] Payroll Code From within each staff member's settings [Job Task] Actual Time [Job Task] Billable [Job Task] Estimated Time [Job Task] Phase [Job Task] Label [Job Task] Name [Job Task] Name + Label [Job Task] Remaining Time [Job] Job Manager [Job] Status
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WIP ledger report
[Table] Field Description [Client] Client Manager [Client] Address [Client] Business Number [Client] Business Structure [Client] Client [Client] Country [Client] Email [Client] Export Code [Client] Fax [Client] Group(s) [Client] Job Manager [Client] Phone [Client] Post Code [Client] Postal Address [Client] Postal Country [Client] Postal Post Code [Client] Postal State/Region [Client] Postal Town/City [Client] Referral Source [Client] State/Region [Client] Status [Client] Town/City [Client] Type [Client] Zero Rated Tax [Job] % Complete [Job] Client Manager [Job] Billing Details [Job] Budget [Job] Capacity Reducing? [Job] Category [Job] Client [Job] Client Order No. [Job] Completed Date [Job] Contact [Job] Description [Job] Due Date [Job] Exclude from WIP? [Job] Invoiced [Job] Job No. [Job] Job Summary [Job] Milestones [Job] Milestones (Completed) [Job] Milestones (Uncompleted) [Job] Name [Job] Priority [Job] Staff [Job] Start Date [Ledger] Billable Yes or No [Ledger] Billable Amount Depends on the ledger type and invoice billings setting.
Disbursement = unit price of cost ;
Time = staff billable rate (if billing based on staff rate), task billable rate (if billing based on task rate) ;
Interim = total value of invoices issued to date on job, in negative value due to invoice raised
[Ledger] Billable Amount (Totalled) Total billable amount x unit of time [Ledger] Billable Rate Depends on the ledger type and invoice billings setting.
Disbursement = unit price of cost ;
Time = staff billable rate (if billing based on staff rate), task billable rate (if billing based on task rate) ;
Interim = total value of invoices issued to date on the job, positive amount
[Ledger] Billed? Yes or No [Ledger] Date Date time / cost entered on job [Ledger] Description [Ledger] Invoice Number Inv No. "WIP cleared" [Ledger] Invoiced Amount Depends on the ledger type and invoice billings setting.
Staff billable rate
Task billable rate
[Ledger] Invoiced Amount (Totalled) Total invoiced amount x unit of time
*Affected by [Ledger] Date
[Ledger] Invoiced Date [Ledger] Invoiced Time Unit of time entered on job and invoiced [Ledger] Invoiced Time (Totalled) Total unit of time entered on job and invoiced.
*Affected by [Ledger] Date
[Ledger] Ledger Type Time, Disbursement, Interim, Additional Time, Additional Disbursement [Ledger] Note [Ledger] Quantity Cost quantity [Ledger] Staff [Ledger] Standard Amount Time x Standard Rate [Ledger] Standard Amount (Totalled) Time (Totalled) x Standard Rate [Ledger] Standard Rate Depends on the ledger type and invoice billings setting.
Standardised staff billable rate or unit price of cost
[Ledger] Time Unit of time entered on job [Ledger] Time (Totalled) Total unit of time entered on job.
*Affected by [Ledger] Date
[Ledger] Write On Amount Write off (-) / write on (+)
Invoiced Amount - Billable Amount
[Ledger] Write On Amount (Totalled) Write off (-) / write on (+)
Invoiced Amount (Totalled) - Billable Amount (Totalled)
[Job] Status [Job] Job Manager [Ledger] Last WIP Date
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Work in progress report
[Table] Field Description [Client] Client Manager [Client] Address [Client] Balance Date [Client] Billing Details [Client] Business Number [Client] Business Structure [Client] Client [Client] Company Number [Client] Country [Client] Email [Client] Export Code [Client] Fax [Client] Group(s) [Client] Job Manager [Client] Phone [Client] Post Code [Client] Postal Address [Client] Postal Country [Client] Postal Post Code [Client] Postal State/Region [Client] Postal Town/City [Client] Referral Source [Client] State/Region [Client] Status [Client] Town/City [Client] Type [Client] Web Site [Client] Zero Rated Tax [Contact] Contact [Contact] Email [Contact] Mobile [Contact] Phone [Contact] Position [Category] Category [Job] Status [Job] % Complete (actual hours / estimated hours)*100 [Job] Actual Time [Job] Actual Time this Month [Job] Billable Total billable (that is: billable (costs) plus billable (time)) [Job] Billable (Costs) [Job] Billable (Time) [Job] Budget job budget [Job] Client Order No. [Job] Completed Date [Job] Cost (Quantity x unit cost) plus (time x staff base rate) [Job] Date Created [Job] Date Last Invoiced [Job] Date Last Payment [Job] Date Time Last Entered [Job] Description [Job] Draft Invoice [Job] Due Date [Job] Estimated Billings Billable unbilled WIP [Job] Estimated Time [Job] Has Tasks? [Job] Invoiced Total amount invoiced [Job] Job No. [Job] Job Summary [Job] Job Manager Job manager [Job] Milestones All milestones (completed & uncompleted) [Job] Milestones (Completed) [Job] Milestones (Uncompleted) [Job] Name [Job] Priority [Job] Quoted Quote amount (excl. tax) [Job] Remaining Time [Job] Staff [Job] Start Date
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Write offs payments report
[Table] Field Description [Invoice] Aged Days [Invoice] Amount [Invoice] Amount (Totalled) [Invoice] Amount (incl tax) [Invoice] Amount Outstanding (incl tax) [Invoice] Amount Paid [Invoice] Billing Type [Invoice] Client [Invoice] Client Order No. [Invoice] Contact [Invoice] Costs Invoiced [Invoice] Costs Invoiced (at cost) [Invoice] Date [Invoice] Date Paid [Invoice] Description [Invoice] Due Date [Invoice] Invoice No. [Invoice] Job Category [Invoice] Job Name(s) [Invoice] Job Number(s) [Invoice] Paid [Invoice] Quote Number(s) [Invoice] Referral Source [Invoice] Sent [Invoice] Tasks Invoiced [Invoice] Type [Write Off] Amount Outstanding invoice amounts written off using the "Write off remaining balance" option [Write Off] Date