CORE offers many reports based on the features or functions available to you. In other words, the reports you get to access from the main Reports screen or individual screens in CORE depend on the features available in your subscription as well as security profile. These reports fall under various categories, such as accounting, billing, company, financials, time and expense, analysis, aging, etc. You can view the set of reports included in each feature set or security profile:
Project Management
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1096-MISCProvides information about your 1096 vendors and independent contractors along with their A/P amounts. This report can be printed on the respective forms and submitted to the IRS.
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1099/1096-MISC(US)Provides information about your 1099/1096 vendors and independent contractors along with their A/P amounts. You can view the details such as date, check number, etc. This report can be printed on the respective forms and submitted to the IRS.
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1099-MISCProvides information about your 1099 vendors and independent contractors along with their A/P amounts. You can view the details such as date, check number, etc. This report can be printed on the respective forms and submitted to the IRS.
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1099-NECProvides information about your 1099-NEC vendors and independent contractors along with their A/P amounts. This report can be printed on the respective forms and submitted to the IRS.
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Account TransactionsProvides a history of account transactions with the clients. The report displays transaction details such as billing, payment, retainage, etc.
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Activity by ProjectProvides information about work done on projects. Organized by project, the report displays activity details such as employees, hours and amount.
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Activity ItemsProvides information about activity items in CORE. Organized by activity, the report displays a list of activity items and their attributes such as description, rates, etc.
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Actual and Billing Hours ComparisonProvides analysis of actual and billing hours worked by employees. Organized by employee or project, the report displays the comparison of actual hours worked and billing hours.
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Allocated HoursProvides information about the allocation of tasks and expenses to the staff. Organized by project or employee, the report displays assigned/used/remaining hours and units.
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Allocated vs. Earned Revenue with ForecastProvides information about allocated and actual revenue earned. Organized by project, the report displays allocated and used the amount for employees along with the forecast based on existing data or trend.
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Billable Work HistoryProvides a history of billable work done in a company. Organized by project or client, the report displays historical billable hours and amount for services and expenses for the last 12 months.
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Billed Time and ExpensesProvides a summary of billed time and expenses. Organized by activity or any other item, the report displays time and expense entries that have been invoiced. You can drill down into the details.
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Billing AnalysisProvides analysis of total billings and total collections. The report displays billing details such as invoice numbers, revenue, credits, write-offs, etc.
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Billing DetailsProvides billing information of phased projects.The report displays details such as billed/unbilled services and expenses, retainer, accounts receivable for projects, etc.
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Billing ForecastProvides monthly scheduled and billed information for projects in a tab layout. The report lists the total amount scheduled and billed for projects on a year-to-date basis.
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Billing SchedulesProvides information about scheduled bills for projects. The report displays billing details such as bill number, date, contract amount, retainer, net bill amount, etc.
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Budget ComparisonProvides a comparison of actual versus planned consumption of resources for projects. The report compares the budgeted, spent and remaining hours/units/costs for activities and expenses.
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Budget Comparison by EmployeeProvides a comparison of actual versus planned consumption of resources for projects. Organized by employee, the report compares the budgeted, spent and remaining hours/units for activities and expenses.
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Budget Comparison by PhaseProvides a comparison of actual versus planned consumption of resources for phased projects. The report displays budgeted, spent and remaining hours/units/amounts for activities/expenses, flagging the over-budget items.
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Budget Comparison SummaryProvides a summarized comparison of actual versus planned consumption of resources for projects. The report displays budgeted, spent and remaining hours/units for activities/expenses, including percent complete for projects.
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Budget Comparison with MarginsProvides a comparison of actual versus planned resources for projects. Organized by activity, the report displays the budgeted and actual hours/units/amounts, flagging the over-budget items.
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Budget DetailsProvides information about project budgets. The report displays budget line items with employees, expenses and activities involved, projected hours for tasks, bill rate, amount, etc.
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Cash Flow vs. RevenueProvides information about the earnings of the company as of a specified date. Organized by month, the report compares the current and previous year-to-date income and revenue.
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Client ContactsProvides contact information of clients. The report displays a list of clients and their contact details such as name, address, email, phone, etc.
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Client ListProvides a handy list of client groups in CORE. Organized by group name, the report displays details such as group ID, description, type and number of records.
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Client PerformanceProvides a snapshot of client accounts. The report displays the account details of the client as displayed on the clients>Performance screen.
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Client Retainer SummaryProvides a summary of retainers received from clients. Organized by client, the report displays client and project retainers paid, applied and remaining.
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Client TransactionsProvides a summary of client transactions. The report displays a client list along with the balances due from them. You can drill down into the details.
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Cloud FeedsProvides information about your bank feeds. Organized by date and status, the report displays the downloaded transactions and their amount.
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Collection CallsProvides information about outstanding invoices. Organized by invoice number, the report displays details such as client, project, invoice balance and notes to help with the collection efforts.
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Company YTD ComparisonProvides important and useful information about your company. The report compares your billing, payment, cost and spent amounts for the current year-to-date and previous year-to-date, along with the percentage change.
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Conditional Lien ReleaseProvides a prefilled conditional waiver and release form for the clients on receipt of a final payment for a completed project. The release form covers the final payment for labor, services, equipment or material used on the project.
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Connected BanksProvides information about your financial institutions that are connected to your CORE account for the purpose of downloading transactions and bank feeds. The report displays your connected CORE and bank accounts, their balances and pending transactions.
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ContactsProvides contact information of clients, projects, employees and vendors. The report displays a list of contacts and their details such as company, name, address, phone, email, etc.
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Contract AnalysisProvides a detailed comparison of project contract amount for services and expenses. Organized by project, the report displays the original contract amount, amount spent and billed, % complete and more.
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Cost AnalysisProvides cost analysis and information on profitability. Organized on monthly, quarterly or yearly basis, the report displays amount, cost and gross margin for billed time and expenses.
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Cost Rate MultiplierProvides information about calculating indirect rates based on cost pools for Cost Plus contract types. Organized by cost pool, the report displays indirect expenses, labor costs, direct labor rate, and indirect rates derived from those cost pools.
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Credit Memo ReceiptProvides clients with a printed record of the credit applied to their account. The report displays the credit amount assigned to a project along with the memo.
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Credit MemosProvides information about credit applied to client accounts. The document displays a standard credit memo with details such as credit amount, project and memo.
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Credit Payment ReceiptProvides clients with a printed record of the credit payment applied to their account. The report displays the credit payment amount applied to a project along with the memo.
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Currency ListProvides information about currencies. The report displays a list of currencies, countries and their symbols.
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Custom FieldsProvides a list of all custom fields in CORE and their type.
Provides a list of all custom fields in CORE and their type. |
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DocumentsProvides information about all the documents associated with projects, clients, employees and other modules. Organized by file name, the report displays document details such as name, file type, module, file size, etc.
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DrawingsProvides information about various drawings associated with projects. The report displays a list of drawings and their details such as number, title, date, status, etc.
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Earned ValueProvides information about the progress of your projects to enable you to forecast and resolve any issues. The report compares the contract amount with the percent complete value of the project to determine the earned value.
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Employee Allocation UnitsProvides information about the allocated, spent and remaining units or hours of employees. Organized by employee, the report allows you to compare the allocated hours or units with the actual hours or units for each project.
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Employee Bill RatesProvides information about the default bill rates of employees. Organized by employee, the report displays employee details such as title, department, default bill rate, etc.
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Employee ContactsProvides contact information of employees and vendors. Organized by employee or vendor, the report displays the contact details such as name, address, email, phone, etc.
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Employee ControlProvides information about items assigned to employees. Organized by employee, the report displays the project, activities and expense items assigned to active employees.
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Employee Daily Time CardProvides a breakdown of employee's regular time, overtime and personal time off for the desired period, say monthly or yearly basis. The report displays details such as regular hours logged by employees, vacation, holiday, and overtime hours, etc.
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Employee ExpensesProvides information about employee expenses charged to projects. The report displays details such as billable and non-billable expenses with their memos.
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Employee Half Monthly Time CardDisplays details of employee time card. The report lists cumulative hours for activities charged to the projects on a half-monthly basis. It also shows the totals hours logged on projects and activities performed.
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Employee ListAllows managers to review the contact and emergency contact information of the employees. Organized by employee groups, the report lists the contact details of the employees including name, address, email, phone and fax number.
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Employee Missing Time Week ViewProvides a quick snapshot of missing time entries by employees on a weekly basis. The report lists the employees who haven’t recorded all their time as per the standard daily or weekly hours set for them.
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Employee Paid Time Off ComparisonProvides a summary of permissible, actual and remaining personal time on a yearly basis. Organized by activity, the report compares the cumulative permissible, actual and remaining hours for vacation, holiday and sick time.
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Employee Paid Time Off HoursProvides information about personal time off taken by employees. Organized by employee, the report displays time entries for vacation, sick and holiday besides the percent breakdown by each category.
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Employee PerformanceProvides information about the realization, utilization and performance of your staff. The report displays the vacation, holiday, sick and comp time of the employees besides the gross margin.
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Employee ProfitabilityProvides a summary of employee profitability. Organized by employee, the report displays the cost and bill value of time and expenses logged, and the amount of profit or loss incurred on that.
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Employee Project UtilizationProvides staff utilization and performance information. Organized by employee, the report displays a breakdown of time into billable and non-billable hours, and percentage of billable versus non-billable time per project.
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Employee Realization RateProvides information about the realization rates of your employees. The report displays the rates using the actual hours worked by the employees and their billable hours.
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Employee Time Card SummaryProvides a breakdown of employee time card for a specific period, say weekly, monthly or yearly. Organized by employee, the report displays total time logged as regular or overtime hours and personal time off taken as vacation, holiday or sick hours.
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Employee Time DetailProvides a comprehensive summary of time entries logged by employees on various projects. Organized by employee, the report displays time records along with profit and billing analysis at the bottom.
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Employee UtilizationProvides information about the realization, utilization and performance of your staff. The report displays the vacation, holiday and sick time of the employees besides the gross margin.
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ePayments DetailsProvides information about online payments made on invoices. Organized by client and project, the report displays details such as ePayments date, type, status, invoice number and amount, payment amount, processing charges, etc.
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Estimate ComparisonProvides a comparison of estimated and actual time and expenses spent on projects. The report displays the estimated number of work hours and expense units against the actual time and expenses charged to the projects.
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Estimate DetailsProvides information about project estimates. The report can be reviewed and sent to the clients as a proposal. It displays estimated number of hours to work and expense units to incur on a project.
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Expense DetailsProvides information about expenses charged to the projects. Organized by project or employee, the report displays expense details such as dates, units, cost rates, markups, status, bill amount, etc.
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Expense ItemsProvides information about expense items in CORE. The report displays a list of expense items and its attributes such as description, tax, rates, etc.
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Expenses by VendorProvides information about vendor related expenses. Organized by vendor, the report displays transactions details such as date, expenses, bill number, accounts involved, amount and balances.
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Fee SchedulesProvides a list of service fee schedules. Organized by classification or fee schedule, the report displays details such as bill rates, employee-activity or group combination, cost rates, etc.
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Firm ReconciliationProvides reconciliation details of your company for a previous reconciliation period. The report displays the beginning and ending A/R balances along with details like retainer balance, billed amount and late fee charges.
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Gross Margin Real TimeProvides managers with gross profitability information in real time to identify project related issues. The report lists projects, cost amount, billed amount, gross margin amount and percentage.
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Group AssignmentsProvides a list of group assignments in CORE. Organized by module such as employee, project or activity, the report displays a list of items, their assigned groups, and number of assigned groups (excluding the default All group).
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GroupsProvides a handy list of various groups in CORE. The reports displays details such as group ID, description, type and number of records.
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Historical BillingProvides information about past billing of a company, thus indicating a billing pattern. Organized by client or project, the report displays historical invoice amounts for the last 12 months.
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Invoice RegisterProvides a list of all invoices for quick and easy scanning. Organized by client and project, the report displays details such as paid and open invoices, dates, invoice numbers, gross and net bill amounts, etc.
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Mailing LabelsProvides a list of employee, vendor, client or project names and addresses. The report is formatted to fit the most popular shipping labels in the 2.5x1.56 (3x6 labels per page), 2.62x1 (3x10 labels per page) or 4x1 (2x10 labels per page) layout.
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Monthly Billing StatementProvides a useful monthly billing statement. The report displays billing summary such as amount billed and payment received. You can drill down into the details.
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Monthly Revenue by ProjectProvides a graphical representation of the revenue earned by projects on a monthly basis. Organized by project, the report displays the total revenue for the current year.
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Note CategoriesProvides a list of all note categories in CORE. The report also displays the active/inactive status of the categories.
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NotesProvides information about issues that help in decision-making, post-project review and analysis. Sorted by Date, the report displays general, billing, payment and other notes.
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Open Purchase OrdersProvides information about open purchase orders. The report displays pending purchase orders for which items have yet to be received.
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Paid Time and Expense DisbursementsProvides information about payment disbursements to the desired time and expense entries on invoices. Organized by employee, the report displays billed and paid amounts, pay percentage, earliest and latest entry dates, etc.
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Paid Time and ExpensesProvides information to enable you to manually compare payment disbursements to the invoiced entries. Organized by employee, the report displays billed and paid time and expenses for a specified date range.
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Payment DetailsProvides information about payments made on invoices. Organized by payment date, the report displays details such as client, project, invoice number and date, pay method, memo and amount.
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Payment ReceiptProvides client with a printed record of the payment applied to their account. The report displays the payment amount applied to a project along with the memo.
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PayrollProvides payroll information for HR purposes. Organized by employee or project, the report displays total registered and overtime hours against activities, rates and amounts.
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Percentage BilledProvides information about the percentage of contract amount billed for your projects. Organized by project, the report displays the contract amount, billed amount, contract balance and percentage billed.
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Personal Time Off RequestsProvides information on personal time off requested by the staff. Organized by employee or status, the report displays PTO detail such as start date, end date, request date, time off hours, etc.
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Personal Time Off UsageProvides the personal time off usage information for employees. Organized by employee or project, the report displays total number of sick, vacation and comp hours used.
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Project Account DetailsProvides details of project accounts. The report displays the account and transaction details including billed/unbilled time and expenses charged to projects, invoices billed, retainers and payments received.
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Project Allocation Earned Revenue Distributive ForecastProvides information about allocated and forecasted revenue earned on projects. Organized by project, the report displays allocated and used amounts for employees and allows you to compare the allocated values with the actuals.
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Project Allocation UnitsProvides information about the project allocations. The report displays allocated/spent/remaining hours or expense units for employees and allows you to compare the allocated values with the actuals.
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Project Allocation Units Spent Distributive ForecastProvides information about the project allocations and forecasted spending for the next 6 months. Organized by project, the report compares allocated and spent hours or expense units for employees.
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Project AssignmentsProvides information about items assigned to projects. Organized by project, the report displays specific employees, activities and expense items assigned to the active projects.
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Project Contract StatusProvides information about the status of project budgets. Organized by client or project, the report displays projects that are over-budget with details such as contract type, contract amount, budget spent, notes, etc.
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Project Cost MultiplierProvides a list of projects and related information including contract details, cost amount, cost multiplier, and bill amount. Grouped by project, the report calculates the cost multiplier based on project costs and bill amounts.
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Project ExpensesProvides a complete list of expenses charged to the projects. Organized by expense item, the report displays expense details such as entry dates, units, cost rates, markups, status, bill value , etc.
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Project Expenses GraphProvides a graphical representation of project expenses. Organized by project, the report displays a bar chart showing the total project costs against the expenses incurred.
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Project InformationProvides a handy list of projects. Organized by project, the report displays project details such as name, contract type and amount, manager, budget, etc.
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Project ListProvides a handy list of projects in CORE. Organized by project name, the report displays details such as contract type, manager, start date and due date, status, etc.
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Project PerformanceProvides a quick snapshot of your project accounts. The report displays the account summary, including service and expense amounts, invoices, retainers and payments. For parent projects, it shows the cumulative account details for all their phases.
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Project ProfitabilityProvides comprehensive information about gross profitability of projects within the specified date range. Organized by project, the report displays the earned billings, WIP, payments, and costs along with the associated profit or loss.
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Project Requests for InformationProvides details about requests for information made on projects. This report displays a list of RFIs and their details such as date on which RFI was received, date on which response is due, status, etc.
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Project Time and ExpensesProvides information about time and expenses charged to projects. Organized by client or employee, the report displays details such as time and expense entries, billed and over/under contract status, projects charged, memos, etc.
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Project Time EntriesProvides a comprehensive record of time entries charged to projects. Organized by employee or activity, the report displays the time details such as date, hours worked, who did the work, bill value, etc.
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Project Time Entries GraphProvides a graphical representation of the time recorded against projects. Organized by activity, the bar chart presents a breakdown of activities and hours worked on a project.
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Purchase Order HistoryProvides information about purchase orders placed with vendors. Organized by vendor or PO number, the report displays details such as order amount, expense units or service hours ordered and received.
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Purchase Order InvoiceProvides a list of items ordered from the vendors. The invoice displays PO details such as expense units or service hours ordered, projects involved, rates, etc.
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Purchase Order Received ItemsProvides information about items received on purchase orders. Organized by vendor or PO number, the report displays details such as units received, rates, amount paid, etc.
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Purchase Order Time and ExpensesProvides information about the time and expenses associated with purchase orders. The report displays details such as PO and bill number, time and expense entries, projects involved, etc.
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Purchase OrdersProvides a list of items ordered from the vendors. The invoice displays PO details such as expense units or service hours ordered, projects involved, rates, etc.
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Refund Retainer ReceiptProvides clients with a printed record of the retainer refund payment applied to their account. The report displays the retainer refund amount applied to a project along with the memo.
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Retainage Summary by ClientProvides a summary of client retainage. Organized by client, the report displays the retainage amount held and paid by the client, along with the balance due. You can drill down into the details.
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Retainer Details by ProjectProvides information about projects whose retainer balances are less than the specified minimum. The report displays projects along with the retainer amount paid, applied and available.
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Retainer InvoiceProvides information about retainer or advance payment requested from clients. The invoice displays details such as projects, assigned managers, retainer amounts, etc.
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Retainer ReconciliationProvides information about retainer invoices. Organized by client, the report lists the retainer invoices and transaction details such as retainer amount requested, received and applied, retainer refunded and retainer balance left.
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Retainer Status by ClientProvides information about client retainers and their status. The report displays client retainers paid, applied and available.
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Security DetailsProvides information about security permissions of employees in CORE. Organized by employee, the report displays the screen names, their functions and access rights for them.
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Security PermissionsProvides a summary of security permissions of employees in CORE. Organized by employee, the report displays the screen names and access rights for them.
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Security TemplatesProvides a summary of security permissions of employees in CORE. Organized by pre-defined security template, the report displays the screen names, their functions and access rights for them.
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Staff WorkloadProvides information about the allocation of activity hours and expense units to the staff. Organized by employee, the report displays the workload of the staff and compares the allocated, spent and remaining hours/units.
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StatementProvides clients with a periodic reminder of the unpaid or outstanding invoices. Organized by project and client, the statement displays billing details such as payments and adjustments made on invoices.
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Statement by Client (Accountant)Provides information about unpaid invoices of a client. Grouped by invoice number, this statement displays a summary of payments and adjustments made on invoices along with the balance due. It also has a tear-off section for clients to remit payments.
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SubmittalsProvides information about submittals. The report displays submittal details such as number, type, date received, status, etc.
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Tax TrackingProvides information for tracking taxes. Organized by project, the report lists all the taxes paid, collected and owed against each project.
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TermsProvides information about all the payment terms in CORE. The report displays a list of terms along with their grace days.
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Time and ExpensesProvides information about time and expenses charged to the projects. Organized by project or employee, the report displays time and expense details such as hours and expense units logged, bill amount, etc.
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Time and Expenses by Parent ProjectProvides a summary of time and expenses charged to the parent projects. Organized by phased projects, the report displays time and expense details such as hours worked, expense units logged, bill amount, etc.
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Time Card Cross TabProvides information about actual and billable hours worked by employees per day. Organized by employee, the report displays time entries in a compact timesheet format.
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Time Card Week ViewProvides information about hours worked by employees in a timesheet layout. The report displays time entries logged on a weekly basis with total hours for projects and days.
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Time DetailsProvides information about work done on the projects. Organized by project or activity, the report displays time entry details such as hours worked, billable hours, bill amount, status, etc. You can drill down into the details.
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Time Entry Delay AnalysisDisplays the submission pattern of employee time cards. Organized by project, the report displays the average delay between the actual time entry (activity) date and the date when the time entry was recorded.
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Time VerificationProvides information about the time entries by employees. The report displays entry details such as projects worked on, number of hours worked, memos, etc.
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To Do TasksProvides information about the to-do tasks for effective project management. Organized by type or priority, the report displays task details such as status, date, priority, etc.
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Top N ActivitiesProvides information about your top activities. The report displays a list of user-specified number of top activities (top 10 or 20) based on the hours worked on them and total value in amount. You can drill down into the details.
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Top N ClientsProvides information about your top clients. The report displays a list of user-specified number of top clients (top 10 or 20) based on the amount paid by them. You can drill down into the details.
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Top N ExpensesProvides information about your top expenses. The report displays a list of user-specified number of top expense items (top 10 or 20) based on the total amount incurred on them. You can drill down into the details.
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Top Ten in RevenueDisplays a list of top ten revenue generators of your company. This report can help in analyzing the top revenue generators such as clients, projects, managers, contract types, etc. You can also drill down into the details to see the breakdown of values.
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Unpaid Vendor BillsProvides information about unpaid or partially-paid vendor bills associated with paid invoices. Organized by vendor, the report displays details such as bill number, date, balance, invoice amount, bill status, etc.
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Vendor Bill StatusProvides information about purchases made from vendors. Organized by vendor or project, the report displays the bill status in terms of billed or paid.
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Vendor BillsProvides information about purchases made from vendors. The report displays bill details such as service and expense items purchased, projects, cost, units/hours, amount payable, etc.
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Vendor Bills by ProjectProvides information about purchases made from vendors. Organized by project, the report displays vendor bills items and their details such as description, cost, units/hours and amount payable.
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Vendor Bills PaidProvides information about payments made against vendor bills. The report displays details such as bill number, date, vendor, memo, account involved, paid amount and balance.
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Vendor ListProvides information about the vendors, suppliers, consultants or contractors of your company. The report displays a list of vendors along with their bill rates and status.
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Vendor PerformanceProvides a summary of key performance indicators for vendors. The report displays metrics on vendor bills, purchase orders and costs.
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WIP ReconciliationProvides a summary of work-in-progress for projects. The report lists the opening WIP, time and expenses, write up/down adjustments and closing WIP for projects for a specific date range.
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Work In HandProvides information that helps to determine how much work is in hand. Organized by project or client, the report displays a list of projects to be started or completed.
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Work in ProgressProvides a work-in-progress summary. Organized by project, the report displays billing hours, cost and bill value for services and expenses along with a 30-60-90 day aging of outstanding invoices. You can drill down into the details.
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Work in Progress DetailsProvides work-in-progress information to gauge investment in clients and help in billing decisions. The report displays details about unbilled but approved time and expenses charged to projects.
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Workflow DetailsProvides information about the submission and approval events in CORE. The report displays workflow details, including event date, type, employee, project, activity, action taken, memos, and so on.
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Write Up Write DownProvides information about write-up/write-down adjustments on invoices. Organized by project and invoice number, the report displays time entry amount, service amount billed and the difference between the two.
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Billing
| 150+ Reports |
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1096-MISCProvides information about your 1096 vendors and independent contractors along with their A/P amounts. This report can be printed on the respective forms and submitted to the IRS.
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1099/1096-MISC(US)Provides information that helps you track your 1099 and 1096 vendors and independent contractors, along with the associated A/P amounts. You can drill down into the source of the summarized values to see the details such as date, check number, etc.
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1099-MISCProvides information about your 1099 vendors and independent contractors along with their A/P amounts. You can view the details such as date, check number, etc. This report can be printed on the respective forms and submitted to the IRS.
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1099-NECProvides information about your 1099-NEC vendors and independent contractors along with their A/P amounts. This report can be printed on the respective forms and submitted to the IRS.
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Account TransactionsProvides a history of account transactions with the clients. The report displays transaction details such as billing, payment, retainage, etc.
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Activity by ProjectProvides information about work done on projects. Organized by project, the report displays activity details such as employees, hours and amount.
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Activity ItemsProvides information about activity items in CORE. Organized by activity, the report displays a list of activity items and their attributes such as description, rates, etc.
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Actual and Billing Hours ComparisonProvides analysis of actual and billing hours worked by employees. Organized by employee or project, the report displays the comparison of actual hours worked and billing hours.
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Aged WIP with ARProvides information about investment in projects to know whether additional work can be taken or more resources are needed. Organized by parent project, the report displays a breakdown of investment (WIP + AR) for current, 31-60, 61-90, >90 days.
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Allocated HoursProvides information about the allocation of tasks and expenses to the staff. Organized by project or employee, the report displays assigned/used/remaining hours and units.
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Allocated vs. Earned Revenue with ForecastProvides information about allocated and actual revenue earned. Organized by project, the report displays allocated and used the amount for employees along with the forecast based on existing data or trend.
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AR AgingProvides information about aging of vendor bills to assist in prioritizing payments to vendors or consultants. Organized by vendor, the report provides details about unpaid bills grouped by the due date.
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AR Aging 5 StepsProvides A/R aging and payment history to assist in prioritizing collection calls and determining whether to extend credit to clients. Organized by client and project, the report displays outstanding amounts for more than 120 days.
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AR Aging 8 StepsProvides A/R aging and payment history to assist in prioritizing collection calls and determining whether to extend credit to clients. Organized by client and project, the report displays outstanding amounts for more than 210 days.
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AR Aging with Credit PaymentsProvides information about the amount due from the clients and the retainer balance available to them. Organized by client, the report displays outstanding amounts for current, 31-60, 61- 90, >90 aging periods.
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AR Aging with RetainageProvides A/R aging and payment history to assist in prioritizing collection calls and determining whether to extend credit to clients. Organized by client and project, the report displays outstanding amounts for more than 90 days.
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AR ReconciliationProvides a summarized accounting history of projects for the specified date range. Organized by project, the report displays reconciliation details such as opening and closing A/R balances, invoiced/paid/written-off amount, etc.
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Billable Work HistoryProvides a history of billable work done in a company. Organized by project or client, the report displays historical billable hours and amount for services and expenses for the last 12 months.
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Billed Time and ExpensesProvides a summary of billed time and expenses. Organized by activity or any other item, the report displays time and expense entries that have been invoiced. You can drill down into the details.
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Billing AnalysisProvides analysis of total billings and total collections. The report displays billing details such as invoice numbers, revenue, credits, write-offs, etc.
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Billing DetailsProvides billing information of phased projects.The report displays details such as billed/unbilled services and expenses, retainer, accounts receivable for projects, etc.
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Billing ForecastProvides monthly scheduled and billed information for projects in a tab layout. The report lists the total amount scheduled and billed for projects on a year-to-date basis.
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Billing SchedulesProvides information about scheduled bills for projects. The report displays billing details such as bill number, date, contract amount, retainer, net bill amount, etc.
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Budget ComparisonProvides a comparison of actual versus planned consumption of resources for projects. The report compares the budgeted, spent and remaining hours/units/costs for activities and expenses.
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Budget Comparison by EmployeeProvides a comparison of actual versus planned consumption of resources for projects. Organized by employee, the report compares the budgeted, spent and remaining hours/units for activities and expenses.
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Budget Comparison by PhaseProvides a comparison of actual versus planned consumption of resources for phased projects. The report displays budgeted, spent and remaining hours/units/amounts for activities/expenses, flagging the over-budget items.
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Budget Comparison SummaryProvides a summarized comparison of actual versus planned consumption of resources for projects. The report displays budgeted, spent and remaining hours/units for activities/expenses, including percent complete for projects.
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Budget Comparison with MarginsProvides a comparison of actual versus planned resources for projects. Organized by activity, the report displays the budgeted and actual hours/units/amounts, flagging the over-budget items.
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Budget DetailsProvides information about project budgets. The report displays budget line items with employees, expenses and activities involved, projected hours for tasks, bill rate, amount, etc.
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Cash Flow vs. RevenueProvides information about the earnings of the company as of a specified date. Organized by month, the report compares the current and previous year-to-date income and revenue.
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Cash Receipt YTD ComparisonProvides information about the cash receipts and collections to help analyze the financial status of the company. The report displays cash receipts for the previous and current year to-date along with the difference.
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Cash ReceiptsProvides information about the cash receipts on invoices and retainers. Organized by payment date, the report displays a list of cash payments and their details.
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Cash Receipts JournalProvides information about cash receipts on invoices and retainers. Organized by project, the report displays payment details such as dates, invoice numbers, projects billed, payment methods and amount, etc.
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Class ListProvides information about all the classes in CORE. The report displays a list of classes with their active/inactive status.
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Client ContactsProvides contact information of clients. The report displays a list of clients and their contact details such as name, address, email, phone, etc.
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Client ListProvides a handy list of client groups in CORE. Organized by group name, the report displays details such as group ID, description, type and number of records.
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Client PerformanceProvides a snapshot of client accounts. The report displays the account details of the client as displayed on the clients>Performance screen.
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Client Retainer SummaryProvides a summary of retainers received from clients. Organized by client, the report displays client and project retainers paid, applied and remaining.
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Client TransactionsProvides a summary of client transactions. The report displays a client list along with the balances due from them. You can drill down into the details.
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Cloud FeedsProvides information about your bank feeds. Organized by date and status, the report displays the downloaded transactions and their amount.
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Collection CallsProvides information about outstanding invoices. Organized by invoice number, the report displays details such as client, project, invoice balance and notes to help with the collection efforts.
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CollectionsProvides information about outstanding invoices. Organized by invoice number, the report displays details such as project, client, invoice amount and balance, payment history and average values.
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Company YTD ComparisonProvides important and useful information about your company. The report compares your billing, payment, cost and spent amounts for the current year-to-date and previous year-to-date, along with the percentage change.
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Conditional Lien ReleaseProvides a prefilled conditional waiver and release form for the clients on receipt of a final payment for a completed project. The release form covers the final payment for labor, services, equipment or material used on the project.
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Connected BanksProvides information about your financial institutions that are connected to your CORE account for the purpose of downloading transactions and bank feeds. The report displays your connected CORE and bank accounts, their balances and pending transactions.
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ContactsProvides contact information of clients, projects, employees and vendors. The report displays a list of contacts and their details such as company, name, address, phone, email, etc.
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Contract AnalysisProvides a detailed comparison of project contract amount for services and expenses. Organized by project, the report displays the original contract amount, amount spent and billed, % complete and more.
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Cost AnalysisProvides cost analysis and information on profitability. Organized on monthly, quarterly or yearly basis, the report displays amount, cost and gross margin for billed time and expenses.
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Cost PoolsProvides a list of all cost pools created in CORE. The report also displays their active/inactive status.
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Cost Rate MultiplierProvides information about calculating indirect rates based on cost pools for Cost Plus contract types. Organized by cost pool, the report displays indirect expenses, labor costs, direct labor rate, and indirect rates derived from those cost pools.
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Credit Memo ReceiptProvides clients with a printed record of the credit applied to their account. The report displays the credit amount assigned to a project along with the memo.
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Credit MemosProvides information about credit applied to client accounts. The document displays a standard credit memo with details such as credit amount, project and memo.
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Credit Payment ReceiptProvides clients with a printed record of the credit payment applied to their account. The report displays the credit payment amount applied to a project along with the memo.
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Currency ListProvides information about currencies. The report displays a list of currencies, countries and their symbols.
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Custom FieldsProvides a list of all custom fields in CORE and their type.
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DocumentsProvides information about all the documents associated with projects, clients, employees and other modules. Organized by file name, the report displays document details such as name, file type, module, file size, etc.
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DrawingsProvides information about various drawings associated with projects. The report displays a list of drawings and their details such as number, title, date, status, etc.
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Earned ValueProvides information about the progress of your projects to enable you to forecast and resolve any issues. The report compares the contract amount with the percent complete value of the project to determine the earned value.
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Employee Allocation UnitsProvides information about the allocated, spent and remaining units or hours of employees. Organized by employee, the report allows you to compare the allocated hours or units with the actual hours or units for each project.
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Employee Bill RatesProvides information about the default bill rates of employees. Organized by employee, the report displays employee details such as title, department, default bill rate, etc.
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Employee ContactsProvides contact information of employees and vendors. Organized by employee or vendor, the report displays the contact details such as name, address, email, phone, etc.
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Employee ControlProvides information about items assigned to employees. Organized by employee, the report displays the project, activities and expense items assigned to active employees.
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Employee Daily Time CardProvides a breakdown of employee's regular time, overtime and personal time off for the desired period, say monthly or yearly basis. The report displays details such as regular hours logged by employees, vacation, holiday, and overtime hours, etc.
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Employee ExpensesProvides information about employee expenses charged to projects. The report displays details such as billable and non-billable expenses with their memos.
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Employee Half Monthly Time CardDisplays details of employee time card. The report lists cumulative hours for activities charged to the projects on a half-monthly basis. It also shows the totals hours logged on projects and activities performed.
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Employee InformationProvides contact information of all employees in CORE. The report displays the contact details such as employee name, address, email, phone, etc.
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Employee ListAllows managers to review the contact and emergency contact information of the employees. Organized by employee groups, the report lists the contact details of the employees including name, address, email, phone and fax number.
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Employee Missing Time Week ViewProvides a quick snapshot of missing time entries by employees on a weekly basis. The report lists the employees who haven’t recorded time entries in the selected week.
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Employee Paid Time Off ComparisonProvides a summary of permissible, actual and remaining personal time on a yearly basis. Organized by activity, the report compares the cumulative permissible, actual and remaining hours for vacation, holiday and sick time.
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Employee Paid Time Off HoursProvides information about personal time off taken by employees. Organized by employee, the report displays time entries for vacation, sick and holiday besides the percent breakdown by each category.
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Employee PerformanceProvides information about the realization, utilization and performance of your staff. The report displays the vacation, holiday, sick and comp time of the employees besides the gross margin.
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Employee ProfitabilityProvides a summary of employee profitability. Organized by employee, the report displays the cost and bill value of time and expenses logged, and the amount of profit or loss incurred on that.
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Employee Project UtilizationProvides staff utilization and performance information. Organized by employee, the report displays a breakdown of time into billable and non-billable hours, and percentage of billable versus non-billable time per project.
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Employee Realization RateProvides information about the realization rates of your employees. The report displays the rates using the actual hours worked by the employees and their billable hours.
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Employee Time Card SummaryProvides a breakdown of employee time card for a specific period, say weekly, monthly or yearly. Organized by employee, the report displays total time logged as regular or overtime hours and personal time off taken as vacation, holiday or sick hours.
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Employee Time DetailProvides a comprehensive summary of time entries logged by employees on various projects. Organized by employee, the report displays time records along with profit and billing analysis at the bottom.
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Employee UtilizationProvides information about the realization, utilization and performance of your staff. The report displays the vacation, holiday and sick time of the employees besides the gross margin.
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ePayments DetailsProvides information about online payments made on invoices. Organized by client and project, the report displays details such as ePayments date, type, status, invoice number and amount, payment amount, processing charges, etc.
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Estimate ComparisonProvides a comparison of estimated and actual time and expenses spent on projects. The report displays the estimated number of work hours and expense units against the actual time and expenses charged to the projects.
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Estimate DetailsProvides information about project estimates. The report can be reviewed and sent to the clients as a proposal. It displays estimated number of hours to work and expense units to incur on a project.
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Expense DetailsProvides information about expenses charged to the projects. Organized by project or employee, the report displays expense details such as dates, units, cost rates, markups, status, bill amount, etc.
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Expense ItemsProvides information about expense items in CORE. The report displays a list of expense items and its attributes such as description, tax, rates, etc.
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Expenses by VendorProvides information about vendor related expenses. Organized by vendor, the report displays transactions details such as date, expenses, bill number, accounts involved, amount and balances.
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Fee SchedulesProvides a list of service fee schedules. Organized by classification or fee schedule, the report displays details such as bill rates, employee-activity or group combination, cost rates, etc.
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Firm ReconciliationProvides reconciliation details of your company for a previous reconciliation period. The report displays the beginning and ending A/R balances along with details like retainer balance, billed amount and late fee charges.
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Gross MarginProvides information about gross profitability to help identify project-related issues. Organized by project or client, the report displays details such as invoices, billed amount, cost amount, profit/loss and gross margin values.
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Gross Margin Real TimeProvides managers with gross profitability information in real time to identify project related issues. The report lists projects, cost amount, billed amount, gross margin amount and percentage.
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Group AssignmentsProvides a list of group assignments in CORE. Organized by module such as employee, project or activity, the report displays a list of items, their assigned groups, and number of assigned groups (excluding the default All group).
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GroupsProvides a handy list of various groups in CORE. The reports displays details such as group ID, description, type and number of records.
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Historical BillingProvides information about past billing of a company, thus indicating a billing pattern. Organized by client or project, the report displays historical invoice amounts for the last 12 months.
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Invoice ReconciliationProvides accounting history of your invoices for the specified reconciliation period. Organized by invoice number, the report displays service and expense details such as hours, rate and amount.
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Invoice RegisterProvides a list of all invoices for quick and easy scanning. Organized by client and project, the report displays details such as paid and open invoices, dates, invoice numbers, gross and net bill amounts, etc.
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Mailing LabelsProvides a list of employee, vendor, client or project names and addresses. The report is formatted to fit the most popular shipping labels in the 2.5x1.56 (3x6 labels per page), 2.62x1 (3x10 labels per page) or 4x1 (2x10 labels per page) layout.
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Monthly Billing StatementProvides a useful monthly billing statement. The report displays billing summary such as amount billed and payment received. You can drill down into the details.
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Monthly Revenue by ProjectProvides a graphical representation of the revenue earned by projects on a monthly basis. Organized by project, the report displays the total revenue for the current year.
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Note CategoriesProvides a list of all note categories in CORE. The report also displays the active/inactive status of the categories.
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NotesProvides information about issues that help in decision-making, post-project review and analysis. Sorted by Date, the report displays general, billing, payment and other notes.
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Open Purchase OrdersProvides information about open purchase orders. The report displays pending purchase orders for which items have yet to be received.
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Overdue InvoicesProvides information about outstanding invoices. Organized by client, the report displays a list of invoices that are overdue along with the due date, project, days overdue, etc.
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Paid Time and Expense DisbursementsProvides information about payment disbursements to the desired time and expense entries on invoices. Organized by employee, the report displays billed and paid amounts, pay percentage, earliest and latest entry dates, etc.
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Paid Time and ExpensesProvides information to enable you to manually compare payment disbursements to the invoiced entries. Organized by employee, the report displays billed and paid time and expenses for a specified date range.
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Payment DetailsProvides information about payments made on invoices. Organized by payment date, the report displays details such as client, project, invoice number and date, pay method, memo and amount.
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Payment ReceiptProvides client with a printed record of the payment applied to their account. The report displays the payment amount applied to a project along with the memo.
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Payment RefundsProvides information about the payments refundable, payments debited and the negative invoices to the clients against the contract amount. The report displays the project, invoice number, and contact details of their company.
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Payments Synced with QuickBooksProvides information about payments in CORE that are synced with QuickBooks. Organized by linked and unlinked payment, the report displays details such as invoice number, project, pay date and amount.
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Percentage BilledProvides information about the percentage of contract amount billed for your projects. Organized by project, the report displays the contract amount, billed amount, contract balance and percentage billed.
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Personal Time Off RequestsProvides information on personal time off requested by the staff. Organized by employee or status, the report displays PTO detail such as start date, end date, request date, time off hours, etc.
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Personal Time Off UsageProvides the personal time off usage information for employees. Organized by employee or project, the report displays total number of sick, vacation and comp hours used.
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Project Account DetailsProvides details of project accounts. The report displays the account and transaction details including billed/unbilled time and expenses charged to projects, invoices billed, retainers and payments received.
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Project Allocation Earned Revenue Distributive ForecastProvides information about allocated and forecasted revenue earned on projects. Organized by project, the report displays allocated and used amounts for employees and allows you to compare the allocated values with the actuals.
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Project Allocation UnitsProvides information about the project allocations. The report displays allocated/spent/remaining hours or expense units for employees and allows you to compare the allocated values with the actuals.
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Project Allocation Units Spent Distributive ForecastProvides information about the project allocations and forecasted spending for the next 6 months. Organized by project, the report compares allocated and spent hours or expense units for employees.
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Project AssignmentsProvides information about items assigned to projects. Organized by project, the report displays specific employees, activities and expense items assigned to the active projects.
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Project Contract StatusProvides information about the status of project budgets. Organized by client or project, the report displays projects that are over-budget with details such as contract type, contract amount, budget spent, notes, etc.
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Project Cost MultiplierProvides a list of projects and related information including contract details, cost amount, cost multiplier, and bill amount. Grouped by project, the report calculates the cost multiplier based on project costs and bill amounts.
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Project ExpensesProvides a complete list of expenses charged to the projects. Organized by expense item, the report displays expense details such as entry dates, units, cost rates, markups, status, bill value , etc.
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Project Expenses GraphProvides a graphical representation of project expenses. Organized by project, the report displays a bar chart showing the total project costs against the expenses incurred.
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Project InformationProvides a handy list of projects. Organized by project, the report displays project details such as name, contract type and amount, manager, budget, etc.
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Project ListProvides a handy list of projects in CORE. Organized by project name, the report displays details such as contract type, manager, start date and due date, status, etc.
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Project PerformanceProvides a quick snapshot of your project accounts. The report displays the account summary, including service and expense amounts, invoices, retainers and payments. For parent projects, it shows the cumulative account details for all their phases.
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Project ProfitabilityProvides comprehensive information about gross profitability of projects within the specified date range. Organized by project, the report displays the earned billings, WIP, payments, and costs along with the associated profit or loss.
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Project Requests for InformationProvides details about requests for information made on projects. This report displays a list of RFIs and their details such as date on which RFI was received, date on which response is due, status, etc.
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Project Time and ExpensesProvides information about time and expenses charged to projects. Organized by client or employee, the report displays details such as time and expense entries, billed and over/under contract status, projects charged, memos, etc.
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Project Time EntriesProvides a comprehensive record of time entries charged to projects. Organized by employee or activity, the report displays the time details such as date, hours worked, who did the work, bill value, etc.
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Project Time Entries GraphProvides a graphical representation of the time recorded against projects. Organized by activity, the bar chart presents a breakdown of activities and hours worked on a project.
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Purchase Order HistoryProvides information about purchase orders placed with vendors. Organized by vendor or PO number, the report displays details such as order amount, expense units or service hours ordered and received.
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Purchase Order InvoiceProvides a list of items ordered from the vendors. The invoice displays PO details such as expense units or service hours ordered, projects involved, rates, etc.
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Purchase Order Received ItemsProvides information about items received on purchase orders. Organized by vendor or PO number, the report displays details such as units received, rates, amount paid, etc.
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Purchase Order Time and ExpensesProvides information about the time and expenses associated with purchase orders. The report displays details such as PO and bill number, time and expense entries, projects involved, etc.
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Purchase OrdersProvides a list of items ordered from the vendors. The invoice displays PO details such as expense units or service hours ordered, projects involved, rates, etc.
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Refund Retainer ReceiptProvides clients with a printed record of the retainer refund payment applied to their account. The report displays the retainer refund amount applied to a project along with the memo.
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Retainage Summary by ClientProvides a summary of client retainage. Organized by client, the report displays the retainage amount held and paid by the client, along with the balance due. You can drill down into the details.
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Retainer Details by ProjectProvides information about projects whose retainer balances are less than the specified minimum. The report displays projects along with the retainer amount paid, applied and available.
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Retainer InvoiceProvides information about retainer or advance payment requested from clients. The invoice displays details such as projects, assigned managers, retainer amounts, etc.
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Retainer ReconciliationProvides information about retainer invoices. Organized by client, the report lists the retainer invoices and transaction details such as retainer amount requested, received and applied, retainer refunded and retainer balance left.
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Retainer Status by ClientProvides information about client retainers and their status. The report displays client retainers paid, applied and available.
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Scheduled Reports ListProvides a handy list of reports scheduled within your Company. Organized by schedule group name, the report displays details such as name of the scheduled report, process time, frequency of schedule, start and end date along with the email.
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Security DetailsProvides information about security permissions of employees in CORE. Organized by employee, the report displays the screen names, their functions and access rights for them.
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Security PermissionsProvides a summary of security permissions of employees in CORE. Organized by employee, the report displays the screen names and access rights for them.
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Security TemplatesProvides a summary of security permissions of employees in CORE. Organized by pre-defined security template, the report displays the screen names, their functions and access rights for them.
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Staff WorkloadProvides information about the allocation of activity hours and expense units to the staff. Organized by employee, the report displays the workload of the staff and compares the allocated, spent and remaining hours/units.
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StatementProvides clients with a periodic reminder of the unpaid or outstanding invoices. Organized by project and client, the statement displays billing details such as payments and adjustments made on invoices.
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Statement by Client (Accountant)Provides information about unpaid invoices of a client. Grouped by invoice number, this statement displays a summary of payments and adjustments made on invoices along with the balance due. It also has a tear-off section for clients to remit payments.
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Tax RegistryProvides managers with a record of taxes charged on invoices. Organized by invoice date and number, it displays a summary of tax breakdown - service/expense tax, bill amount, tax collected, etc. You can choose to view all invoices or those with payments.
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Tax TrackingProvides information for tracking taxes. Organized by project, the report lists all the taxes paid, collected and owed against each project.
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TaxesProvides managers with a record of taxes charged on invoices. Organized by invoice date and number, it displays a summary of tax breakdown - service/expense tax, bill amount, tax collected, etc. You can choose to view all invoices or those with payments.
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TermsProvides information about all the payment terms in CORE. The report displays a list of terms along with their grace days.
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Time and ExpensesProvides information about time and expenses charged to the projects. Organized by project or employee, the report displays time and expense details such as hours and expense units logged, bill amount, etc.
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Time and Expenses by Parent ProjectProvides a summary of time and expenses charged to the parent projects. Organized by phased projects, the report displays time and expense details such as hours worked, expense units logged, bill amount, etc.
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Time Card Cross TabProvides information about actual and billable hours worked by employees per day. Organized by employee, the report displays time entries in a compact timesheet format.
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Time Card Week ViewProvides information about hours worked by employees in a timesheet layout. The report displays time entries logged on a weekly basis with total hours for projects and days.
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Time DetailsProvides information about work done on the projects. Organized by project or activity, the report displays time entry details such as hours worked, billable hours, bill amount, status, etc. You can drill down into the details.
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Time Entry Delay AnalysisDisplays the submission pattern of employee time cards. Organized by project, the report displays the average delay between the actual time entry (activity) date and the date when the time entry was recorded.
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Time VerificationProvides information about the time entries by employees. The report displays entry details such as projects worked on, number of hours worked, memos, etc.
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To Do TasksProvides information about the to-do tasks for effective project management. Organized by type or priority, the report displays task details such as status, date, priority, etc.
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Top N ActivitiesProvides information about your top activities. The report displays a list of user-specified number of top activities (top 10 or 20) based on the hours worked on them and total value in amount. You can drill down into the details.
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Top N ClientsProvides information about your top clients. The report displays a list of user-specified number of top clients (top 10 or 20) based on the amount paid by them. You can drill down into the details.
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Top N ExpensesProvides information about your top expenses. The report displays a list of user-specified number of top expense items (top 10 or 20) based on the total amount incurred on them. You can drill down into the details.
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Top Ten in RevenueDisplays a list of top ten revenue generators of your company. This report can help in analyzing the top revenue generators such as clients, projects, managers, contract types, etc. You can also drill down into the details to see the breakdown of values.
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Transaction DetailsProvides information about accounts and related transactions. Organized by account type, the report displays transaction dates, memos, debit/credit amounts and balances.
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Unpaid Vendor BillsProvides information about unpaid or partially-paid vendor bills associated with paid invoices. Organized by vendor, the report displays details such as bill number, date, balance, invoice amount, bill status, etc.
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Vendor Bill StatusProvides information about purchases made from vendors. Organized by vendor or project, the report displays the bill status in terms of billed or paid.
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Vendor BillsProvides information about purchases made from vendors. The report displays bill details such as service and expense items purchased, projects, cost, units/hours, amount payable, etc.
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Vendor Bills by ProjectProvides information about purchases made from vendors. Organized by project, the report displays vendor bills items and their details such as description, cost, units/hours and amount payable.
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Vendor Bills PaidProvides information about payments made against vendor bills. The report displays details such as bill number, date, vendor, memo, account involved, paid amount and balance.
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Vendor ListProvides information about the vendors, suppliers, consultants or contractors of your company. The report displays a list of vendors along with their bill rates and status.
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Vendor PerformanceProvides a summary of key performance indicators for vendors. The report displays metrics on vendor bills, purchase orders and costs.
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Void InvoicesProvides information about void invoices. The report displays invoice details such as date, project, bill amount and main taxes.
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Void PaymentsProvides information about purchases made from vendors. The report displays bill details such as service and expense items purchased, projects, cost, units/hours, amount payable, etc.
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WIP ReconciliationProvides a summary of work-in-progress for projects. The report lists the opening WIP, time and expenses, write up/down adjustments and closing WIP for projects for a specific date range.
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WIP with ARProvides information about investments in projects, whether additional work can be taken or more resources are needed. Organized by project or client, the report displays a breakdown of WIP with AR.
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Work In HandProvides information that helps to determine how much work is in hand. Organized by project or client, the report displays a list of projects to be started or completed.
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Work in ProgressProvides a work-in-progress summary. Organized by project, the report displays billing hours, cost and bill value for services and expenses along with a 30-60-90 day aging of outstanding invoices. You can drill down into the details.
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Work in Progress DetailsProvides work-in-progress information to gauge investment in clients and help in billing decisions. The report displays details about unbilled but approved time and expenses charged to projects.
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Workflow DetailsProvides information about the submission and approval events in CORE. The report displays workflow details, including event date, type, employee, project, activity, action taken, memos, and so on.
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Write Up Write DownProvides information about write-up/write-down adjustments on invoices. Organized by project and invoice number, the report displays time entry amount, service amount billed and the difference between the two.
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Yearly Billing Cross TabProvides yearly billing information for projects in a cross-tab layout. Organized by project, the report displays total amount billed, paid and owed on a year-to-date basis.
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Time and Expense
| 20+ Reports |
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Activity ItemsProvides information about activity items in CORE. Organized by activity, the report displays a list of activity items and their attributes such as description, rates, etc.
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Allocated HoursProvides information about the allocation of tasks and expenses to the staff. Organized by project or employee, the report displays assigned/used/remaining hours and units.
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Cloud FeedsProvides information about your bank feeds. Organized by date and status, the report displays the downloaded transactions and their amount.
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Connected BanksProvides information about your financial institutions that are connected to your CORE account for the purpose of downloading transactions and bank feeds. The report displays your connected CORE and bank accounts, their balances and pending transactions.
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Currency ListProvides information about currencies. The report displays a list of currencies, countries and their symbols.
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DocumentsProvides information about all the documents associated with projects, clients, employees and other modules. Organized by file name, the report displays document details such as name, file type, module, file size, etc.
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Employee Allocation UnitsProvides information about the allocated, spent and remaining units or hours of employees. Organized by employee, the report allows you to compare the allocated hours or units with the actual hours or units for each project.
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Employee Daily Time CardProvides a breakdown of employee's regular time, overtime and personal time off for the desired period, say monthly or yearly basis. The report displays details such as regular hours logged by employees, vacation, holiday, and overtime hours, etc.
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Employee ExpensesProvides information about employee expenses charged to projects. The report displays details such as billable and non-billable expenses with their memos.
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Employee Half Monthly Time CardDisplays details of employee time card. The report lists cumulative hours for activities charged to the projects on a half-monthly basis. It also shows the totals hours logged on projects and activities performed.
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Employee Paid Time Off HoursProvides information about personal time off taken by employees. Organized by employee, the report displays time entries for vacation, sick and holiday besides the percent breakdown by each category.
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Employee Time Card SummaryProvides a breakdown of employee time card for a specific period, say weekly, monthly or yearly. Organized by employee, the report displays total time logged as regular or overtime hours and personal time off taken as vacation, holiday or sick hours.
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Employee Time DetailProvides a comprehensive summary of time entries logged by employees on various projects. Organized by employee, the report displays time records along with profit and billing analysis at the bottom.
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Expense ItemsProvides information about expense items in CORE. The report displays a list of expense items and its attributes such as description, tax, rates, etc.
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Note CategoriesProvides a list of all note categories in CORE. The report also displays the active/inactive status of the categories.
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Paid Time and ExpensesProvides information to enable you to manually compare payment disbursements to the invoiced entries. Organized by employee, the report displays billed and paid time and expenses for a specified date range.
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Personal Time Off RequestsProvides information on personal time off requested by the staff. Organized by employee or status, the report displays PTO detail such as start date, end date, request date, time off hours, etc.
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Personal Time Off UsageProvides the personal time off usage information for employees. Organized by employee or project, the report displays total number of sick, vacation and comp hours used.
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Project Allocation Units Spent Distributive ForecastProvides information about the project allocations and forecasted spending for the next 6 months. Organized by project, the report compares allocated and spent hours or expense units for employees.
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Time and ExpensesProvides information about time and expenses charged to the projects. Organized by project or employee, the report displays time and expense details such as hours and expense units logged, bill amount, etc.
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Time and Expenses by Parent ProjectProvides a summary of time and expenses charged to the parent projects. Organized by phased projects, the report displays time and expense details such as hours worked, expense units logged, bill amount, etc.
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Time Card Cross TabProvides information about actual and billable hours worked by employees per day. Organized by employee, the report displays time entries in a compact timesheet format.
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Time Card Week ViewProvides information about hours worked by employees in a timesheet layout. The report displays time entries logged on a weekly basis with total hours for projects and days.
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Time DetailsProvides information about work done on the projects. Organized by project or activity, the report displays time entry details such as hours worked, billable hours, bill amount, status, etc. You can drill down into the details.
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Time Entry Delay AnalysisDisplays the submission pattern of employee time cards. Organized by project, the report displays the average delay between the actual time entry (activity) date and the date when the time entry was recorded.
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Time VerificationProvides information about the time entries by employees. The report displays entry details such as projects worked on, number of hours worked, memos, etc.
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To Do TasksProvides information about the to-do tasks for effective project management. Organized by type or priority, the report displays task details such as status, date, priority, etc.
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Workflow DetailsProvides information about the submission and approval events in CORE. The report displays workflow details, including event date, type, employee, project, activity, action taken, memos, and so on.
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Accounting
| 200+ Reports |
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1096-MISCProvides information about your 1096 vendors and independent contractors along with their A/P amounts. This report can be printed on the respective forms and submitted to the IRS.
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1099/1096-MISC(US)Provides information that helps you track your 1099 and 1096 vendors and independent contractors, along with the associated A/P amounts. You can drill down into the source of the summarized values to see the details such as date, check number, etc.
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1099-MISCProvides information about your 1099 vendors and independent contractors along with their A/P amounts. You can view the details such as date, check number, etc. This report can be printed on the respective forms and submitted to the IRS.
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1099-NECProvides information about your 1099-NEC vendors and independent contractors along with their A/P amounts. This report can be printed on the respective forms and submitted to the IRS.
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3-Way Trust Fund Account ReconciliationProvides information about reconciled bank balance, book balance, and Client trust ledger balance. Organized by account, the report displays beginning balance, current period and ending balance of the trust fund along with Client ledger balance.
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Account ReconciliationProvides reconciliation details of your bank accounts for a previous reconciliation period. The report displays the beginning and ending balances along with the account details like name, balance amount, etc. You can drill down into the details.
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Account TransactionsProvides a history of account transactions with the clients. The report displays transaction details such as billing, payment, retainage, etc.
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Activity by ProjectProvides information about work done on projects. Organized by project, the report displays activity details such as employees, hours and amount.
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Activity ItemsProvides information about activity items in CORE. Organized by activity, the report displays a list of activity items and their attributes such as description, rates, etc.
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Actual and Billing Hours ComparisonProvides analysis of actual and billing hours worked by employees. Organized by employee or project, the report displays the comparison of actual hours worked and billing hours.
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Aged WIP with ARProvides information about investment in projects to know whether additional work can be taken or more resources are needed. Organized by parent project, the report displays a breakdown of investment (WIP + AR) for current, 31-60, 61-90, >90 days.
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Allocated HoursProvides information about the allocation of tasks and expenses to the staff. Organized by project or employee, the report displays assigned/used/remaining hours and units.
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Allocated vs. Earned Revenue with ForecastProvides information about allocated and actual revenue earned. Organized by project, the report displays allocated and used the amount for employees along with the forecast based on existing data or trend.
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AP AgingProvides information about aging of vendor bills to assist in prioritizing payments to vendors or consultants. Organized by vendor, the report provides details about unpaid bills grouped by the due date.
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AP Aging with CreditsProvides information about aging of vendor bills and reimbursable expenses. Grouped by aging periods (Current to > 90 days), the report provides details about unpaid bills and expenses besides any vendor credits.
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AR AgingProvides information about aging of vendor bills to assist in prioritizing payments to vendors or consultants. Organized by vendor, the report provides details about unpaid bills grouped by the due date.
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AR Aging 5 StepsProvides A/R aging and payment history to assist in prioritizing collection calls and determining whether to extend credit to clients. Organized by client and project, the report displays outstanding amounts for more than 120 days.
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AR Aging 8 StepsProvides A/R aging and payment history to assist in prioritizing collection calls and determining whether to extend credit to clients. Organized by client and project, the report displays outstanding amounts for more than 210 days.
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AR Aging with Credit PaymentsProvides information about the amount due from the clients and the retainer balance available to them. Organized by client, the report displays outstanding amounts for current, 31-60, 61- 90, >90 aging periods.
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AR Aging with RetainageProvides A/R aging and payment history to assist in prioritizing collection calls and determining whether to extend credit to clients. Organized by client and project, the report displays outstanding amounts for more than 90 days.
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AR ReconciliationProvides a summarized accounting history of projects for the specified date range. Organized by project, the report displays reconciliation details such as opening and closing A/R balances, invoiced/paid/written-off amount, etc.
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Balance Sheet Accrual BasisProvides information about your balance sheet. The report displays a list of assets, liabilities and equity on accrual basis of accounting.
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Balance Sheet Accrual by ProjectProvides information about your balance sheet. Grouped by project, the report displays a list of assets, liabilities, and equity on the accrual basis of accounting.
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Balance Sheet by Class Accrual BasisProvides information about your company's balance sheet using accrual basis of accounting. Organized by class, the report displays a list of your assets, liabilities and equity.
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Balance Sheet by Class Cash BasisProvides a list of assets, liabilities and equity using cash basis of accounting by class.
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Balance Sheet Cash BasisProvides information about your company's balance sheet using cash basis of accounting. The report displays a list of your assets, liabilities and equity along with the totals for accounts receivable, current assets and other current liabilities.
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Billable Work HistoryProvides a history of billable work done in a company. Organized by project or client, the report displays historical billable hours and amount for services and expenses for the last 12 months.
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Billed Time and ExpensesProvides a summary of billed time and expenses. Organized by activity or any other item, the report displays time and expense entries that have been invoiced. You can drill down into the details.
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Billing AnalysisProvides analysis of total billings and total collections. The report displays billing details such as invoice numbers, revenue, credits, write-offs, etc.
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Billing DetailsProvides billing information of phased projects.The report displays details such as billed/unbilled services and expenses, retainer, accounts receivable for projects, etc.
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Billing ForecastProvides monthly scheduled and billed information for projects in a tab layout. The report lists the total amount scheduled and billed for projects on a year-to-date basis.
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Billing SchedulesProvides information about scheduled bills for projects. The report displays billing details such as bill number, date, contract amount, retainer, net bill amount, etc.
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Budget ComparisonProvides a comparison of actual versus planned consumption of resources for projects. The report compares the budgeted, spent and remaining hours/units/costs for activities and expenses.
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Budget Comparison by EmployeeProvides a comparison of actual versus planned consumption of resources for projects. Organized by employee, the report compares the budgeted, spent and remaining hours/units for activities and expenses.
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Budget Comparison by PhaseProvides a comparison of actual versus planned consumption of resources for phased projects. The report displays budgeted, spent and remaining hours/units/amounts for activities/expenses, flagging the over-budget items.
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Budget Comparison SummaryProvides a summarized comparison of actual versus planned consumption of resources for projects. The report displays budgeted, spent and remaining hours/units for activities/expenses, including percent complete for projects.
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Budget Comparison with MarginsProvides a comparison of actual versus planned resources for projects. Organized by activity, the report displays the budgeted and actual hours/units/amounts, flagging the over-budget items.
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Budget DetailsProvides information about project budgets. The report displays budget line items with employees, expenses and activities involved, projected hours for tasks, bill rate, amount, etc.
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Cash Flow Monthly StatementProvides a monthly cash flow statement. The report displays all the payments made by the clients on a monthly basis.
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Cash Flow vs. RevenueProvides information about the earnings of the company as of a specified date. Organized by month, the report compares the current and previous year-to-date income and revenue.
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Cash Receipt YTD ComparisonProvides information about the cash receipts and collections to help analyze the financial status of the company. The report displays cash receipts for the previous and current year to-date along with the difference.
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Cash ReceiptsProvides information about the cash receipts on invoices and retainers. Organized by payment date, the report displays a list of cash payments and their details.
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Cash Receipts JournalProvides information about cash receipts on invoices and retainers. Organized by project, the report displays payment details such as dates, invoice numbers, projects billed, payment methods and amount, etc.
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Chart of AccountsProvides a complete list of accounts for your company. The report displays account details such as name, type, description, balance amount, status, etc.
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Check DetailsProvides information about the checks written in CORE. The report displays check details such as number, date, account involved, paid amount, etc.
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Class ListProvides information about all the classes in CORE. The report displays a list of classes with their active/inactive status.
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Client ContactsProvides contact information of clients. The report displays a list of clients and their contact details such as name, address, email, phone, etc.
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Client ListProvides a handy list of client groups in CORE. Organized by group name, the report displays details such as group ID, description, type and number of records.
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Client PerformanceProvides a snapshot of client accounts. The report displays the account details of the client as displayed on the clients>Performance screen.
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Client Retainer SummaryProvides a summary of retainers received from clients. Organized by client, the report displays client and project retainers paid, applied and remaining.
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Client TransactionsProvides a summary of client transactions. The report displays a client list along with the balances due from them. You can drill down into the details.
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Cloud FeedsProvides information about your bank feeds. Organized by date and status, the report displays the downloaded transactions and their amount.
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Collection CallsProvides information about outstanding invoices. Organized by invoice number, the report displays details such as client, project, invoice balance and notes to help with the collection efforts.
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CollectionsProvides information about outstanding invoices. Organized by invoice number, the report displays details such as project, client, invoice amount and balance, payment history and average values.
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Company YTD ComparisonProvides important and useful information about your company. The report compares your billing, payment, cost and spent amounts for the current year-to-date and previous year-to-date, along with the percentage change.
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Conditional Lien ReleaseProvides a prefilled conditional waiver and release form for the clients on receipt of a final payment for a completed project. The release form covers the final payment for labor, services, equipment or material used on the project.
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Connected BanksProvides information about your financial institutions that are connected to your CORE account for the purpose of downloading transactions and bank feeds. The report displays your connected CORE and bank accounts, their balances and pending transactions.
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ContactsProvides contact information of clients, projects, employees and vendors. The report displays a list of contacts and their details such as company, name, address, phone, email, etc.
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Contract AnalysisProvides a detailed comparison of project contract amount for services and expenses. Organized by project, the report displays the original contract amount, amount spent and billed, % complete and more.
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Cost AnalysisProvides cost analysis and information on profitability. Organized on monthly, quarterly or yearly basis, the report displays amount, cost and gross margin for billed time and expenses.
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Cost PoolsProvides a list of all cost pools created in CORE. The report also displays their active/inactive status.
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Cost Rate MultiplierProvides information about calculating indirect rates based on cost pools for Cost Plus contract types. Organized by cost pool, the report displays indirect expenses, labor costs, direct labor rate, and indirect rates derived from those cost pools.
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Credit Memo ReceiptProvides clients with a printed record of the credit applied to their account. The report displays the credit amount assigned to a project along with the memo.
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Credit MemosProvides information about credit applied to client accounts. The document displays a standard credit memo with details such as credit amount, project and memo.
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Credit Payment ReceiptProvides clients with a printed record of the credit payment applied to their account. The report displays the credit payment amount applied to a project along with the memo.
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Credit RegisterProvides information about credit or advance received from vendors on various projects. Organized by vendor, the report displays the vendor credit transaction details such as date of credit, bank or other account involved and credit amount.
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Currency ListProvides information about currencies. The report displays a list of currencies, countries and their symbols.
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Custom FieldsProvides a list of all custom fields in CORE and their type.
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DepositsProvides information about deposits made in CORE. Organized by type of deposit, the report displays details such as date of deposit, depositor whose payments were included, payment amount, account, etc.
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DocumentsProvides information about all the documents associated with projects, clients, employees and other modules. Organized by file name, the report displays document details such as name, file type, module, file size, etc.
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DrawingsProvides information about various drawings associated with projects. The report displays a list of drawings and their details such as number, title, date, status, etc.
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Earned ValueProvides information about the progress of your projects to enable you to forecast and resolve any issues. The report compares the contract amount with the percent complete value of the project to determine the earned value.
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Employee Allocation UnitsProvides information about the allocated, spent and remaining units or hours of employees. Organized by employee, the report allows you to compare the allocated hours or units with the actual hours or units for each project.
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Employee Bill RatesProvides information about the default bill rates of employees. Organized by employee, the report displays employee details such as title, department, default bill rate, etc.
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Employee ContactsProvides contact information of employees and vendors. Organized by employee or vendor, the report displays the contact details such as name, address, email, phone, etc.
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Employee ControlProvides information about items assigned to employees. Organized by employee, the report displays the project, activities and expense items assigned to active employees.
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Employee Daily Time CardProvides a breakdown of employee's regular time, overtime and personal time off for the desired period, say monthly or yearly basis. The report displays details such as regular hours logged by employees, vacation, holiday, and overtime hours, etc.
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Employee ExpensesProvides information about employee expenses charged to projects. The report displays details such as billable and non-billable expenses with their memos.
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Employee Half Monthly Time CardDisplays details of employee time card. The report lists cumulative hours for activities charged to the projects on a half-monthly basis. It also shows the totals hours logged on projects and activities performed.
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Employee InformationProvides contact information of all employees in CORE. The report displays the contact details such as employee name, address, email, phone, etc.
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Employee ListAllows managers to review the contact and emergency contact information of the employees. Organized by employee groups, the report lists the contact details of the employees including name, address, email, phone and fax number.
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Employee Missing Time Week ViewProvides a quick snapshot of missing time entries by employees on a weekly basis. The report lists the employees who haven’t recorded time entries in the selected week.
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Employee Paid Time Off ComparisonProvides a summary of permissible, actual and remaining personal time on a yearly basis. Organized by activity, the report compares the cumulative permissible, actual and remaining hours for vacation, holiday and sick time.
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Employee Paid Time Off HoursProvides information about personal time off taken by employees. Organized by employee, the report displays time entries for vacation, sick and holiday besides the percent breakdown by each category.
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Employee PerformanceProvides information about the realization, utilization and performance of your staff. The report displays the vacation, holiday, sick and comp time of the employees besides the gross margin.
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Employee ProfitabilityProvides a summary of employee profitability. Organized by employee, the report displays the cost and bill value of time and expenses logged, and the amount of profit or loss incurred on that.
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Employee Project UtilizationProvides staff utilization and performance information. Organized by employee, the report displays a breakdown of time into billable and non-billable hours, and percentage of billable versus non-billable time per project.
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Employee Realization RateProvides information about the realization rates of your employees. The report displays the rates using the actual hours worked by the employees and their billable hours.
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Employee Time Card SummaryProvides a breakdown of employee time card for a specific period, say weekly, monthly or yearly. Organized by employee, the report displays total time logged as regular or overtime hours and personal time off taken as vacation, holiday or sick hours.
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Employee Time DetailProvides a comprehensive summary of time entries logged by employees on various projects. Organized by employee, the report displays time records along with profit and billing analysis at the bottom.
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Employee UtilizationProvides information about the realization, utilization and performance of your staff. The report displays the vacation, holiday and sick time of the employees besides the gross margin.
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ePayments DetailsProvides information about online payments made on invoices. Organized by client and project, the report displays details such as ePayments date, type, status, invoice number and amount, payment amount, processing charges, etc.
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Estimate ComparisonProvides a comparison of estimated and actual time and expenses spent on projects. The report displays the estimated number of work hours and expense units against the actual time and expenses charged to the projects.
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Estimate DetailsProvides information about project estimates. The report can be reviewed and sent to the clients as a proposal. It displays estimated number of hours to work and expense units to incur on a project.
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Expense DetailsProvides information about expenses charged to the projects. Organized by project or employee, the report displays expense details such as dates, units, cost rates, markups, status, bill amount, etc.
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Expense ItemsProvides information about expense items in CORE. The report displays a list of expense items and its attributes such as description, tax, rates, etc.
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Expenses by VendorProvides information about vendor related expenses. Organized by vendor, the report displays transactions details such as date, expenses, bill number, accounts involved, amount and balances.
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Fee SchedulesProvides a list of service fee schedules. Organized by classification or fee schedule, the report displays details such as bill rates, employee-activity or group combination, cost rates, etc.
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Financial Budget Comparison by ClassProvides detailed information about financial budgets based on class. Organized by account, the report displays budgeted income, budgeted expenses, actual amounts, gross profit, etc.
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Financial Budget ListProvides an overview of financial budgets in CORE. Organized by budget name, the report displays details such as description, start date, end date, budgeted income, budgeted expense, profit, class, etc.
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Firm ReconciliationProvides reconciliation details of your company for a previous reconciliation period. The report displays the beginning and ending A/R balances along with details like retainer balance, billed amount and late fee charges.
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Fund TransfersProvides information about funds transferred between various accounts. The report displays transfer details such as date, memo, accounts involved and amount transferred.
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General LedgerProvides information about funds transferred between various accounts. The report displays transfer details such as date, memo, accounts involved and amount transferred.
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General Ledger Cash BasisProvides information about your account activity on cash basis of accounting. Organized by account type, the report displays transaction details such as date, bill number, debit/credit amount and balance.
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General Ledger ExtendedProvides information about your account activity on accrual basis of accounting. Organized by account type, the report displays transaction details such as date, number, payee, memo, debit or credit amount, and balance.
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Gross MarginProvides information about gross profitability to help identify project-related issues. Organized by project or client, the report displays details such as invoices, billed amount, cost amount, profit/loss and gross margin values.
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Gross Margin Real TimeProvides managers with gross profitability information in real time to identify project related issues. The report lists projects, cost amount, billed amount, gross margin amount and percentage.
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Group AssignmentsProvides a list of group assignments in CORE. Organized by module such as employee, project or activity, the report displays a list of items, their assigned groups, and number of assigned groups (excluding the default All group).
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GroupsProvides a handy list of various groups in CORE. The reports displays details such as group ID, description, type and number of records.
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Historical BillingProvides information about past billing of a company, thus indicating a billing pattern. Organized by client or project, the report displays historical invoice amounts for the last 12 months.
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Invoice ReconciliationProvides accounting history of your invoices for the specified reconciliation period. Organized by invoice number, the report displays service and expense details such as hours, rate and amount.
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Invoice RegisterProvides a list of all invoices for quick and easy scanning. Organized by client and project, the report displays details such as paid and open invoices, dates, invoice numbers, gross and net bill amounts, etc.
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JournalProvides information for those practicing double-entry of bookkeeping. The report displays a breakdown of every transaction into debit and credit along with details such as type of transaction, date, number, etc.
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Mailing LabelsProvides a list of employee, vendor, client or project names and addresses. The report is formatted to fit the most popular shipping labels in the 2.5x1.56 (3x6 labels per page), 2.62x1 (3x10 labels per page) or 4x1 (2x10 labels per page) layout.
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Monthly Billing StatementProvides a useful monthly billing statement. The report displays billing summary such as amount billed and payment received. You can drill down into the details.
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Monthly Profit and Loss Accrual BasisProvides a profit or loss summary for your company on accrual basis of accounting. The report displays your income, costs and expenses on a monthly basis for each account.
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Monthly Profit and Loss Cash BasisProvides a profit or loss summary for your company on cash basis of accounting. The report displays your income, costs and expenses on a monthly basis for each account.
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Monthly Revenue by ProjectProvides a graphical representation of the revenue earned by projects on a monthly basis. Organized by project, the report displays the total revenue for the current year.
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Note CategoriesProvides a list of all note categories in CORE. The report also displays the active/inactive status of the categories.
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NotesProvides information about issues that help in decision-making, post-project review and analysis. Sorted by Date, the report displays general, billing, payment and other notes.
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Open Purchase OrdersProvides information about open purchase orders. The report displays pending purchase orders for which items have yet to be received.
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Overdue InvoicesProvides information about outstanding invoices. Organized by client, the report displays a list of invoices that are overdue along with the due date, project, days overdue, etc.
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Paid Time and Expense DisbursementsProvides information about payment disbursements to the desired time and expense entries on invoices. Organized by employee, the report displays billed and paid amounts, pay percentage, earliest and latest entry dates, etc.
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Paid Time and ExpensesProvides information to enable you to manually compare payment disbursements to the invoiced entries. Organized by employee, the report displays billed and paid time and expenses for a specified date range.
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Payment DetailsProvides information about payments made on invoices. Organized by payment date, the report displays details such as client, project, invoice number and date, pay method, memo and amount.
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Payment ReceiptProvides client with a printed record of the payment applied to their account. The report displays the payment amount applied to a project along with the memo.
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Payment RefundsProvides information about the payments refundable, payments debited and the negative invoices to the clients against the contract amount. The report displays the project, invoice number, and contact details of their company.
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Payments Synced with QuickBooksProvides information about payments in CORE that are synced with QuickBooks. Organized by linked and unlinked payment, the report displays details such as invoice number, project, pay date and amount.
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PayrollProvides payroll information for HR purposes. Organized by employee or project, the report displays total registered and overtime hours against activities, rates and amounts.
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Percentage BilledProvides information about the percentage of contract amount billed for your projects. Organized by project, the report displays the contract amount, billed amount, contract balance and percentage billed.
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Personal Time Off RequestsProvides information on personal time off requested by the staff. Organized by employee or status, the report displays PTO detail such as start date, end date, request date, time off hours, etc.
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Personal Time Off UsageProvides the personal time off usage information for employees. Organized by employee or project, the report displays total number of sick, vacation and comp hours used.
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Profit and Loss Accrual BasisProvides a summary of profit or loss for your company on the accrual basis of accounting. The report displays the income and expenses for the selected period, including subtotals for each account.
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Profit and Loss Accrual by ProjectProvides a summary of profit or loss for your company on the accrual basis of accounting. The report displays the income and expenses for the selected period, including subtotals for each account.
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Profit and Loss by Class Accrual BasisProvides a profit or loss summary for your company on the accrual basis of accounting. Organized by class, the report displays your income and expenses for the selected period, including subtotals for each account.
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Profit and Loss by Class Cash BasisProvides a profit or loss summary for your company following cash basis of accounting. Organized by class, the report displays your income and expenses for the selected period, including subtotals for each account.
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Profit and Loss Cash BasisProvides a profit or loss summary for your company on cash basis of accounting. The report displays your income and expenses for the selected period and account.
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Profit and Loss Comparison Accrual BasisProvides a profit or loss summary for your company following accrual basis of accounting. The report compares your income and expenses for the current year and previous year, and displays the change in amount and percentage.
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Profit and Loss Comparison Cash BasisProvides a profit or loss summary for your company following cash basis of accounting. The report compares your income and expenses for the current and previous year, and displays the change in amount and percentage.
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Profit and Loss YTD Comparison Accrual BasisProvides a profit or loss summary for your company following accrual basis of accounting. The report compares your income and expenses for the current year-to-date and previous year-to-date, including subtotals for each account.
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Profit and Loss YTD Comparison Cash BasisProvides a profit or loss summary for your company following cash basis of accounting. The report compares your income and expenses for the current year-to-date and previous year-to-date, including subtotals for each account.
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Project Account DetailsProvides details of project accounts. The report displays the account and transaction details including billed/unbilled time and expenses charged to projects, invoices billed, retainers and payments received.
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Project Allocation Earned Revenue Distributive ForecastProvides information about allocated and forecasted revenue earned on projects. Organized by project, the report displays allocated and used amounts for employees and allows you to compare the allocated values with the actuals.
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Project Allocation UnitsProvides information about the project allocations. The report displays allocated/spent/remaining hours or expense units for employees and allows you to compare the allocated values with the actuals.
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Project Allocation Units Spent Distributive ForecastProvides information about the project allocations and forecasted spending for the next 6 months. Organized by project, the report compares allocated and spent hours or expense units for employees.
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Project AssignmentsProvides information about items assigned to projects. Organized by project, the report displays specific employees, activities and expense items assigned to the active projects.
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Project Contract StatusProvides information about the status of project budgets. Organized by client or project, the report displays projects that are over-budget with details such as contract type, contract amount, budget spent, notes, etc.
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Project Cost MultiplierProvides a list of projects and related information including contract details, cost amount, cost multiplier, and bill amount. Grouped by project, the report calculates the cost multiplier based on project costs and bill amounts.
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Project ExpensesProvides a complete list of expenses charged to the projects. Organized by expense item, the report displays expense details such as entry dates, units, cost rates, markups, status, bill value , etc.
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Project Expenses GraphProvides a graphical representation of project expenses. Organized by project, the report displays a bar chart showing the total project costs against the expenses incurred.
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Project InformationProvides a handy list of projects. Organized by project, the report displays project details such as name, contract type and amount, manager, budget, etc.
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Project ListProvides a handy list of projects in CORE. Organized by project name, the report displays details such as contract type, manager, start date and due date, status, etc.
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Project PerformanceProvides a quick snapshot of your project accounts. The report displays the account summary, including service and expense amounts, invoices, retainers and payments. For parent projects, it shows the cumulative account details for all their phases.
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Project ProfitabilityProvides comprehensive information about gross profitability of projects within the specified date range. Organized by project, the report displays the earned billings, WIP, payments, and costs along with the associated profit or loss.
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Project Requests for InformationProvides details about requests for information made on projects. This report displays a list of RFIs and their details such as date on which RFI was received, date on which response is due, status, etc.
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Project Time and ExpensesProvides information about time and expenses charged to projects. Organized by client or employee, the report displays details such as time and expense entries, billed and over/under contract status, projects charged, memos, etc.
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Project Time EntriesProvides a comprehensive record of time entries charged to projects. Organized by employee or activity, the report displays the time details such as date, hours worked, who did the work, bill value, etc.
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Project Time Entries GraphProvides a graphical representation of the time recorded against projects. Organized by activity, the bar chart presents a breakdown of activities and hours worked on a project.
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Purchase Order HistoryProvides information about purchase orders placed with vendors. Organized by vendor or PO number, the report displays details such as order amount, expense units or service hours ordered and received.
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Purchase Order InvoiceProvides a list of items ordered from the vendors. The invoice displays PO details such as expense units or service hours ordered, projects involved, rates, etc.
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Purchase Order Received ItemsProvides information about items received on purchase orders. Organized by vendor or PO number, the report displays details such as units received, rates, amount paid, etc.
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Purchase Order Time and ExpensesProvides information about the time and expenses associated with purchase orders. The report displays details such as PO and bill number, time and expense entries, projects involved, etc.
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Purchase OrdersProvides a list of items ordered from the vendors. The invoice displays PO details such as expense units or service hours ordered, projects involved, rates, etc.
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Quarterly Profit and Loss Accrual BasisProvides a profit or loss summary for your company on accrual basis of accounting. The report displays your income, costs and expenses on a quarterly basis for each account.
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Quarterly Profit and Loss Cash BasisProvides a profit or loss summary for your company on cash basis of accounting. The report displays your income, costs and expenses on a quarterly basis for each account.
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Reconciliation DiscrepanciesProvides information to help track down discrepancies with your bank statements. The report displays the details of your bank account including reconciliation for a previous period.
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Refund Retainer ReceiptProvides clients with a printed record of the retainer refund payment applied to their account. The report displays the retainer refund amount applied to a project along with the memo.
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Retainage Summary by ClientProvides a summary of client retainage. Organized by client, the report displays the retainage amount held and paid by the client, along with the balance due. You can drill down into the details.
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Retainer Details by ProjectProvides information about projects whose retainer balances are less than the specified minimum. The report displays projects along with the retainer amount paid, applied and available.
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Retainer InvoiceProvides information about retainer or advance payment requested from clients. The invoice displays details such as projects, assigned managers, retainer amounts, etc.
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Retainer ReconciliationProvides information about retainer invoices. Organized by client, the report lists the retainer invoices and transaction details such as retainer amount requested, received and applied, retainer refunded and retainer balance left.
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Retainer Status by ClientProvides information about client retainers and their status. The report displays client retainers paid, applied and available.
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Scheduled Reports ListProvides a handy list of reports scheduled within your Company. Organized by schedule group name, the report displays details such as name of the scheduled report, process time, frequency of schedule, start and end date along with the email.
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Security DetailsProvides information about security permissions of employees in CORE. Organized by employee, the report displays the screen names, their functions and access rights for them.
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Security PermissionsProvides a summary of security permissions of employees in CORE. Organized by employee, the report displays the screen names and access rights for them.
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Security TemplatesProvides a summary of security permissions of employees in CORE. Organized by pre-defined security template, the report displays the screen names, their functions and access rights for them.
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Staff WorkloadProvides information about the allocation of activity hours and expense units to the staff. Organized by employee, the report displays the workload of the staff and compares the allocated, spent and remaining hours/units.
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StatementProvides clients with a periodic reminder of the unpaid or outstanding invoices. Organized by project and client, the statement displays billing details such as payments and adjustments made on invoices.
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Statement by Client (Accountant)Provides information about unpaid invoices of a client. Grouped by invoice number, this statement displays a summary of payments and adjustments made on invoices along with the balance due. It also has a tear-off section for clients to remit payments.
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Statement of Cash FlowsProvides information about cash generated and used during specific time interval. The report displays the cash flow involved in operating and other financial activities, net income generated and net cash flow for that period.
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Tax RegistryProvides managers with a record of taxes charged on invoices. Organized by invoice date and number, it displays a summary of tax breakdown - service/expense tax, bill amount, tax collected, etc. You can choose to view all invoices or those with payments.
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Tax TrackingProvides information for tracking taxes. Organized by project, the report lists all the taxes paid, collected and owed against each project.
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TaxesProvides managers with a record of taxes charged on invoices. Organized by invoice date and number, it displays a summary of tax breakdown - service/expense tax, bill amount, tax collected, etc. You can choose to view all invoices or those with payments.
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TermsProvides information about all the payment terms in CORE. The report displays a list of terms along with their grace days.
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Time and ExpensesProvides information about time and expenses charged to the projects. Organized by project or employee, the report displays time and expense details such as hours and expense units logged, bill amount, etc.
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Time and Expenses by Parent ProjectProvides a summary of time and expenses charged to the parent projects. Organized by phased projects, the report displays time and expense details such as hours worked, expense units logged, bill amount, etc.
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Time Card Cross TabProvides information about actual and billable hours worked by employees per day. Organized by employee, the report displays time entries in a compact timesheet format.
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Time Card Week ViewProvides information about hours worked by employees in a timesheet layout. The report displays time entries logged on a weekly basis with total hours for projects and days.
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Time DetailsProvides information about work done on the projects. Organized by project or activity, the report displays time entry details such as hours worked, billable hours, bill amount, status, etc. You can drill down into the details.
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Time Entry Delay AnalysisDisplays the submission pattern of employee time cards. Organized by project, the report displays the average delay between the actual time entry (activity) date and the date when the time entry was recorded.
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Time VerificationProvides information about the time entries by employees. The report displays entry details such as projects worked on, number of hours worked, memos, etc.
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To Do TasksProvides information about the to-do tasks for effective project management. Organized by type or priority, the report displays task details such as status, date, priority, etc.
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Top N ActivitiesProvides information about your top activities. The report displays a list of user-specified number of top activities (top 10 or 20) based on the hours worked on them and total value in amount. You can drill down into the details.
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Top N ClientsProvides information about your top clients. The report displays a list of user-specified number of top clients (top 10 or 20) based on the amount paid by them. You can drill down into the details.
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Top N ExpensesProvides information about your top expenses. The report displays a list of user-specified number of top expense items (top 10 or 20) based on the total amount incurred on them. You can drill down into the details.
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Top Ten in RevenueDisplays a list of top ten revenue generators of your company. This report can help in analyzing the top revenue generators such as clients, projects, managers, contract types, etc. You can also drill down into the details to see the breakdown of values.
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Transaction DetailsProvides information about accounts and related transactions. Organized by account type, the report displays transaction dates, memos, debit/credit amounts and balances.
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Transaction Details on Cash BasisProvides information about accounts and related transactions on cash basis of accounting. Organized by account type, the report displays transaction dates, memos, debit/credit amounts and balances.
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Trial Balance Accrual BasisProvides a trial balance of your chart of accounts. The report displays a list of accounts and their debit/credit balances on accrual basis of accounting.
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Trial Balance Accrual YTDDisplays a trial balance of your chart of accounts. The report lists all the accounts and their debit/credit balances year-to-date on accrual basis of accounting.
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Trial Balance Cash BasisProvides a trial balance of your chart of accounts. The report lists all the accounts and their debit/credit balances on cash basis of accounting. You can drill down into the details.
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Trial Balance Cash YTDDisplays a trial balance of your chart of accounts. The report lists all the accounts and their debit/credit balances year-to-date on cash basis of accounting. You can drill down into the details.
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Trust Fund Account ActivityProvides information about the transactions related to trust fund accounts. Organized by Project or Client, the report displays transaction date, type, credit, debit and balance.
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Unpaid Vendor BillsProvides information about unpaid or partially-paid vendor bills associated with paid invoices. Organized by vendor, the report displays details such as bill number, date, balance, invoice amount, bill status, etc.
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Vendor Bill StatusProvides information about purchases made from vendors. Organized by vendor or project, the report displays the bill status in terms of billed or paid.
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Vendor BillsProvides information about purchases made from vendors. The report displays bill details such as service and expense items purchased, projects, cost, units/hours, amount payable, etc.
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Vendor Bills by ProjectProvides information about purchases made from vendors. Organized by project, the report displays vendor bills items and their details such as description, cost, units/hours and amount payable.
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Vendor Bills PaidProvides information about payments made against vendor bills. The report displays details such as bill number, date, vendor, memo, account involved, paid amount and balance.
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Vendor ListProvides information about the vendors, suppliers, consultants or contractors of your company. The report displays a list of vendors along with their bill rates and status.
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Vendor PerformanceProvides a summary of key performance indicators for vendors. The report displays metrics on vendor bills, purchase orders and costs.
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Void InvoicesProvides information about void invoices. The report displays invoice details such as date, project, bill amount and main taxes.
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Void PaymentsProvides information about purchases made from vendors. The report displays bill details such as service and expense items purchased, projects, cost, units/hours, amount payable, etc.
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WIP ReconciliationProvides a summary of work-in-progress for projects. The report lists the opening WIP, time and expenses, write up/down adjustments and closing WIP for projects for a specific date range.
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WIP with ARProvides information about investments in projects, whether additional work can be taken or more resources are needed. Organized by project or client, the report displays a breakdown of WIP with AR.
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Work In HandProvides information that helps to determine how much work is in hand. Organized by project or client, the report displays a list of projects to be started or completed.
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Work in ProgressProvides a work-in-progress summary. Organized by project, the report displays billing hours, cost and bill value for services and expenses along with a 30-60-90 day aging of outstanding invoices. You can drill down into the details.
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Work in Progress DetailsProvides work-in-progress information to gauge investment in clients and help in billing decisions. The report displays details about unbilled but approved time and expenses charged to projects.
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Workflow DetailsProvides information about the submission and approval events in CORE. The report displays workflow details, including event date, type, employee, project, activity, action taken, memos, and so on.
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Write Up Write DownProvides information about write-up/write-down adjustments on invoices. Organized by project and invoice number, the report displays time entry amount, service amount billed and the difference between the two.
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Yearly Billing Cross TabProvides yearly billing information for projects in a cross-tab layout. Organized by project, the report displays total amount billed, paid and owed on a year-to-date basis.
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HR Administrator
| 20+ Reports |
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Benefit AssignmentProvides a list of employee benefits offered by the company. The report displays the employees and the benefits they are entitled to along with the start/end date of each benefit.
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Benefit ListProvides a list of employee benefits offered by the company. The report displays the benefits, their type and status along with the earned units of each benefit.
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Benefit UsageProvides information about the HR benefits usage by the employees. The report displays the benefits earned, used and remaining for the employees.
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DocumentsProvides information about all the documents associated with projects, clients, employees and other modules. Organized by file name, the report displays document details such as name, file type, module, file size, etc.
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Employee ContactsProvides contact information of employees and vendors. Organized by employee or vendor, the report displays the contact details such as name, address, email, phone, etc.
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Employee Daily Time CardProvides a breakdown of employee's regular time, overtime and personal time off for the desired period, say monthly or yearly basis. The report displays details such as regular hours logged by employees, vacation, holiday, and overtime hours, etc.
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Employee InformationProvides contact information of all employees in CORE. The report displays the contact details such as employee name, address, email, phone, etc.
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Employee JournalProvides a journal of employee-related information or issues in CORE. Organized by type and employee, the report displays details such as status, date recorded, reported by, remarks, etc.
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Employee ListAllows managers to review the contact and emergency contact information of the employees. Organized by employee groups, the report lists the contact details of the employees including name, address, email, phone and fax number.
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Employee Paid Time Off ComparisonProvides a summary of permissible, actual and remaining personal time on a yearly basis. Organized by activity, the report compares the cumulative permissible, actual and remaining hours for vacation, holiday and sick time.
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Employee PerformanceProvides information about the realization, utilization and performance of your staff. The report displays the vacation, holiday, sick and comp time of the employees besides the gross margin.
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Employee Review TemplateProvides a printable template for employee reviews in your company. Organized by employee information, the report displays a blank review form with date, reviewer, title, department, etc. to be filled by you.
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Employee Time Card SummaryProvides a breakdown of employee time card for a specific period, say weekly, monthly or yearly. Organized by employee, the report displays total time logged as regular or overtime hours and personal time off taken as vacation, holiday or sick hours.
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IncidentsProvides information about employee incidents in a company. Organized by employee or incident type, this report displays the details such as incident type, location, time, date, reported by, and so on.
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NotesProvides information about issues that help in decision-making, post-project review and analysis. Sorted by Date, the report displays general, billing, payment and other notes.
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PayrollProvides payroll information for HR purposes. Organized by employee or project, the report displays the total number of sick, vacation, holiday, regular, comp time and overtime hours logged by employees.
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Question TypesProvides information about the question types used in employee review templates. This report displays a list of question types along with the name, date created and last modified.
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Review TemplatesProvides information about various employee review templates in your company. Organized by template name, this report displays the details such as review sections, question names and types, date created, and so on.
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ReviewsProvides information about employee reviews in your company. Organized by employee, the report displays the review details including date, reviewer, title, department, etc.
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Salary HistoryProvides detailed account of the salary history of all employees in the company. The report includes information such as employee name and title, gross salary, effective date of salary review, and changes in salary.
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To Do TasksProvides information about the to-do tasks for effective project management. Organized by type or priority, the report displays task details such as status, date, priority, etc.
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HR Standard
| 10+ Reports |
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Benefit AssignmentProvides a list of employee benefits offered by the company. The report displays the employees and the benefits they are entitled to along with the start/end date of each benefit.
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Benefit ListProvides a list of employee benefits offered by the company. The report displays the benefits, their type and status along with the earned units of each benefit.
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Benefit UsageProvides information about the HR benefits usage by the employees. The report displays the benefits earned, used and remaining for the employees.
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DocumentsProvides information about all the documents associated with projects, clients, employees and other modules. Organized by file name, the report displays document details such as name, file type, module, file size, etc.
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Employee ContactsProvides contact information of employees and vendors. Organized by employee or vendor, the report displays the contact details such as name, address, email, phone, etc.
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Employee JournalProvides a journal of employee-related information or issues in CORE. Organized by type and employee, the report displays details such as status, date recorded, reported by, remarks, etc.
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Employee Review TemplateProvides a printable template for employee reviews in your company. Organized by employee information, the report displays a blank review form with date, reviewer, title, department, etc. to be filled by you.
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IncidentsProvides information about employee incidents in a company. Organized by employee or incident type, this report displays the details such as incident type, location, time, date, reported by, and so on.
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NotesProvides information about issues that help in decision-making, post-project review and analysis. Sorted by Date, the report displays general, billing, payment and other notes.
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Question TypesProvides information about the question types used in employee review templates. This report displays a list of question types along with the name, date created and last modified.
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Review TemplatesProvides information about various employee review templates in your company. Organized by template name, this report displays the details such as review sections, question names and types, date created, and so on.
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ReviewsProvides information about employee reviews in your company. Organized by employee, the report displays the review details including date, reviewer, title, department, etc.
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Salary HistoryProvides detailed account of the salary history of all employees in the company. The report includes information such as employee name and title, gross salary, effective date of salary review, and changes in salary.
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To Do TasksProvides information about the to-do tasks for effective project management. Organized by type or priority, the report displays task details such as status, date, priority, etc.
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CRM
| 30+ Reports |
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Campaign PerformanceProvides detailed information about the progress and status of marketing campaigns. Organized by campaigns, the report displays dates, targets, responses and financial returns from each campaign.
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Campaign StatusProvides information about the campaign status. The report displays a list of campaign status and whether they are in use in any of the campaigns.
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Campaign TypeProvides information about the campaign types. Organized by campaign type, the report displays details such as campaign type, status and whether in use in the CRM.
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CampaignsProvides a list of marketing campaigns used to target leads and prospects that are geared toward increasing sales. The report displays campaign names, start dates, expected revenue, campaign status, etc.
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Commission EarnedProvides information about sales commission earned by employees. Organized by employee, the report displays commission profiles, sales amounts, commission earned, etc.
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Commission ProfilesProvides a list of commission profiles used by your company for sales representatives. The report displays the commission percentage, profile name, priority, etc.
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CompetitionProvides information about your competitors or competing businesses. The report displays a list of competition, status and whether in use in the CRM.
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Email TemplatesProvides a list of email templates created for marketing or promotional campaigns. The report displays template names, description, created date, etc.
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Follow-Up TypesProvides a list of various types or categories of sales follow-ups. Organized by type, the report displays follow-up types, status, and whether they are in use in any of the CRM modules.
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Follow-UpsProvides a list of different category-like identifiers that help to organize the sales follow-up list. Organized by follow-up types, the report displays follow-up types, status, and whether in use in any of the sales follow-ups.
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IndustriesProvides a list of industries to use for your leads and prospects. Organized by industries, the report displays details such as the type of industry, its status and whether in use for any of the leads or prospects.
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Lead SourcesProvides a list of lead sources to represent how the leads and prospects were identified by your company. The report displays details such as lead sources, status and whether in use for any of the leads or prospects.
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LeadsProvides information about the potential clients for your company. The report displays a list of leads along with their details such as source, status, region, etc.
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Lost OpportunitiesProvides a list of opportunities lost by the company. The report displays the name of the lost opportunities, owner or person responsible, lead source, forecast, etc.
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OpportunitiesProvides a list of opportunities or potential sales for your company. The report displays the opportunity name, type, associated prospect, forecast, etc.
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Opportunity StagesProvides a list of opportunity stages, such as ongoing, lost, or closed. The report displays the opportunity stages and whether in use for any of the opportunities.
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Opportunity TypesProvides a list of opportunity types, such as new or existing business. The report displays opportunity types, and whether in use in any of the opportunities.
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PrioritiesProvides a list of priorities for your leads, prospects and opportunities to indicate how important they are for your company. Organized by priority, the report displays the priority name, value, status, etc.
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Promotion Code UsageProvides a list of commission profiles used by your Company for sales representatives. The report displays the commission percentage, profile name, priority, etc. Provides a list of commission profiles used by your Company for sales representatives. The report displays the commission percentage, profile name, priority, etc.
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Promotion CodesProvides a list of commission profiles used by your Company for sales representatives. The report displays the commission percentage, profile name, priority, etc.
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ProposalsProvides a list of proposals sent by the sales representatives or employees to prospects in order to clearly define what your company can offer and at what price. The report displays proposal name, description, date, status, etc.
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ProspectsProvides information about the prospective clients or qualified leads for your company. The report displays the names, industry, phone, email, and such details about the prospects.
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QuotesProvides a list of quotes that specify the quantity and price per unit for the products or services offered for sale by your company. The report displays the quote number, description, prospect, service, etc.
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RegionsProvides a list of regions in your CORE CRM to indicate the region of origin of leads and prospects. The report displays regions, status, etc.
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Sales ConversionProvides information about the opportunities won from the lead sources and their percentage of conversion to sales. The report displays details such as lead sources, opportunity amount, conversion percentage, etc.
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Sales CycleProvides information about the average sales cycle in your company across different opportunity sources based on the create and close dates. The report displays details such as opportunity owner, total opportunities won, and average age in days.
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Sales GoalsProvides a list of sales goals or target for your company. The report displays information about the sales goals such as name, start date, amount, assigned to, etc.
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Sales PipelineProvides a list of open and potential sales opportunities in the pipeline, based on which you can set goals for your sales team and forecast future revenue. The report displays details such as sales target date, probability, etc.
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Sales Forecast DistributiveProvides information about estimated sales revenue by employees based on opportunities in the pipeline, distributed by probability. Organized by employee, the report displays the percentage of sales goals committed and achieved, won and lost opportunities, etc.
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Sales Forecast SummarizedProvides information about estimated sales revenue by employees based on opportunities in the pipeline. Organized by resource or prospect, the report displays sales revenue on a monthly basis.
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ScoresProvides a list of scores assigned to leads or prospects based on their chances of becoming prospects or winning opportunities. Organized by score, the report displays the score along with its order and status.
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