Core reports by subscription packages

Core offers many reports based on the subscription package purchased by you. In other words, the reports you get to access from the main Reports screen or individual screens depend on your subscription. 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 package:

Package Reports
 Manager
 
1
1099/1096-MISC(US)Provides information about your 1099/1096 vendors and independent contractors along with their A/P amounts. You can drill down to see the details such as date, check number, etc. This report can be printed on the respective forms and submitted to the IRS.
2
Activity by ProjectProvides information about work done on projects. Organized by project, the report displays activity details such as employees, hours and amount.
3
Activity GroupsProvides a handy list of activity groups in Core. Organized by group name, the report displays details such as group ID, description, type and number of records.
4
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.
5
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.
6
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.
7
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.
8
Allocation and ForecastingProvides 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.
9
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.
10
Billing AnalysisProvides analysis of total billings and total collections. The report displays billing details such as invoice numbers, revenue, credits, write-offs, etc.
11
Billing DetailsProvides billing information of phased projects.The report displays details such as billed/unbilled services and expenses, retainer, accounts receivable for projects, etc.
12
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.
13
Billing ScheduleProvides information about scheduled bills for projects. The report displays billing details such as bill number, date, contract amount, retainer, net bill amount, etc.
14
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.
15
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.
16
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.
17
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.
18
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.
19
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.
20
Budget vs. Actual by EmployeeProvides a comparison of actual versus planned resources for projects. Organized by employee, the report displays the budgeted and actual hours/units/amounts, flagging the over-budget items.
21
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.
22
Client ContactsProvides contact information of clients. The report displays a list of clients and their contact details such as name, address, email, phone, etc.
23
Client GroupsProvides 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.
24
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.
25
Client NotesProvides information about client-related issues that help in decision-making, post-project review and analysis. Organized by client, the report displays general, billing, payment and other notes for clients.
26
Client PerformanceProvides a snapshot of client accounts. The report displays the account details of the client as displayed on the clients>Performance screen.
27
Client Retainer SummaryProvides a summary of retainers received from clients. Organized by client, the report displays client and project retainers paid, applied and remaining.
28
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.
29
Cloud FeedsProvides information about your bank feeds. Organized by date and status, the report displays the downloaded transactions and their amount.
30
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.
31
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.
32
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.
33
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.
34
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.
35
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.
36
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.
37
Cost PlusProvides 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.
38
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.
39
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.
40
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.
41
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.
42
Currency ListProvides information about currencies. The report displays a list of currencies, countries and their symbols.
43
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.
44
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.
45
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.
46
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.
47
Employee Allocation MonthlyProvides a monthly workload or revenue forecast for employees. Organized by employee, the report displays tasks assigned to them for the next 10 months.
48
Employee Allocation Monthly DistributiveProvides a monthly workload or revenue forecast based on the allocated start date. Core equally distributes the tasks over the next 10 months. Organized by employee, the report displays actual hours worked or revenue earned along with the projections.
49
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.
50
Employee Allocation WeeklyProvides a weekly workload or revenue forecast for employees. Organized by employee, the report displays tasks assigned to them for the next 10 weeks.
51
Employee Allocation Weekly DistributiveProvides a weekly workload or revenue forecast based on the allocated start date. Core equally distributes the tasks over the next 10 weeks. Organized by employee, the report displays actual hours worked or revenue earned along with the projections.
52
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.
53
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.
54
Employee ControlProvides information about items assigned to employees. Organized by employee, the report displays the project, activities and expense items assigned to active employees.
55
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.
56
Employee ExpensesProvides information about employee expenses charged to projects. The report displays details such as billable and non-billable expenses with their memos.
57
Employee GroupsProvides a handy list of employee groups in Core. Organized by group name, the report displays details such as group ID, description, type and number of records.
58
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.
59
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.
60
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.
61
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.
62
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.
63
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.
64
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.
65
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.
66
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.
67
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.
68
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.
69
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.
70
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.
71
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.
72
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.
73
Expense GroupsProvides 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.
74
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.
75
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.
76
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.
77
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.
78
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.
79
GroupsProvides a handy list of various groups in Core. The reports displays details such as group ID, description, type and number of records.
80
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.
81
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.
82
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.
83
Note CategoriesProvides a list of all note categories in Core. The report also displays the active/inactive status of the categories.
84
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.
85
Open Purchase OrdersProvides information about open purchase orders. The report displays pending purchase orders for which items have yet to be received.
86
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.
87
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.
88
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.
89
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.
90
PayrollProvides payroll information for HR purposes. Organized by employee or project, the report displays total registered and overtime hours against activities, rates and amounts.
91
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.
92
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.
93
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.
94
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.
95
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.
96
Project Allocation Monthly DistributiveProvides a monthly workload forecast for projects based on the start date. It uses the distributive view where it equally distributes the tasks over the next 10 months. Organized by project, the report displays the scheduled and actual hours worked.
97
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.
98
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.
99
Project Allocation WeeklyProvides a workload forecast for projects on a weekly basis. Organized by project, the report displays the tasks and activities assigned to employees for the next 10 weeks.
100
Project Allocation Weekly DistributiveProvides a weekly workload forecast for projects based on the start date. It uses the distributive view where it equally distributes the tasks over the next 10 weeks. Organized by project, the report displays the scheduled hours and actual hours worked.
101
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.
102
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.
103
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.
104
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.
105
Project GroupsProvides a handy list of project groups in Core. Organized by group name, the report displays details such as group ID, description, type and number of records.
106
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.
107
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.
108
Project NotesProvides information about project-related issues that help in decision making, post-project review and analysis. Organized by employee or project, the report displays general, billing, payment and other notes for projects.
109
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.
110
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.
111
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.
112
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.
113
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.
114
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.
115
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.
116
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.
117
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.
118
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.
119
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.
120
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.
121
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.
122
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.
123
Retainer InvoiceProvides information about retainer or advance payment requested from clients. The invoice displays details such as projects, assigned managers, retainer amounts, etc.
124
Retainer Status by ClientProvides information about client retainers and their status. The report displays client retainers paid, applied and available.
125
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.
126
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.
127
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.
128
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.
129
SubmittalsProvides information about submittals. The report displays submittal details such as number, type, date received, status, etc.
130
TermsProvides information about all the payment terms in Core. The report displays a list of terms along with their grace days.
131
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.
132
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.
133
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.
134
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.
135
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.
136
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.
137
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.
138
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.
139
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.
140
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.
141
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.
142
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.
143
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.
144
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.
145
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.
146
Vendor GroupsProvides a handy list of vendor groups in Core. Organized by group name, the report displays details such as group ID, description, type and number of records.
147
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.
148
Vendor PerformanceProvides a summary of key performance indicators for vendors. The report displays metrics on vendor bills, purchase orders and costs.
149
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.
150
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.
151
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.
152
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.
153
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.
Billing   
1
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.
2
Activity by ProjectProvides information about work done on projects. Organized by project, the report displays activity details such as employees, hours and amount.
3
Activity GroupsProvides a handy list of activity groups in Core. Organized by group name, the report displays details such as group ID, description, type and number of records.
4
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.
5
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.
6
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.
7
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.
8
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.
9
Allocation and ForecastingProvides 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.
10
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.
11
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.
12
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.
13
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.
14
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.
15
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.
16
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.
17
Billing AnalysisProvides analysis of total billings and total collections. The report displays billing details such as invoice numbers, revenue, credits, write-offs, etc.
18
Billing DetailsProvides billing information of phased projects.The report displays details such as billed/unbilled services and expenses, retainer, accounts receivable for projects, etc.
19
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.
20
Billing ScheduleProvides information about scheduled bills for projects. The report displays billing details such as bill number, date, contract amount, retainer, net bill amount, etc.
21
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.
22
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.
23
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.
24
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.
25
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.
26
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.
27
Budget vs. Actual by EmployeeProvides a comparison of actual versus planned resources for projects. Organized by employee, the report displays the budgeted and actual hours/units/amounts, flagging the over-budget items.
28
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.
29
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.
30
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.
31
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.
32
Class ListProvides information about all the classes in Core. The report displays a list of classes with their active/inactive status.
33
Client ContactsProvides contact information of clients. The report displays a list of clients and their contact details such as name, address, email, phone, etc.
34
Client GroupsProvides 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.
35
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.
36
Client NotesProvides information about client-related issues that help in decision-making, post-project review and analysis. Organized by client, the report displays general, billing, payment and other notes for clients.
37
Client PerformanceProvides a snapshot of client accounts. The report displays the account details of the client as displayed on the clients>Performance screen.
38
Client Retainer SummaryProvides a summary of retainers received from clients. Organized by client, the report displays client and project retainers paid, applied and remaining.
39
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.
40
Cloud FeedsProvides information about your bank feeds. Organized by date and status, the report displays the downloaded transactions and their amount.
41
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.
42
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.
43
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.
44
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.
45
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.
46
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.
47
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.
48
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.
49
Cost PlusProvides 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.
50
Cost PoolsProvides a list of all cost pools created in Core. The report also displays their active/inactive status.
51
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.
52
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.
53
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.
54
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.
55
Currency ListProvides information about currencies. The report displays a list of currencies, countries and their symbols.
56
Custom FieldsProvides a list of all custom fields in Core and their type.
57
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.
58
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.
59
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.
60
Employee Allocation MonthlyProvides a monthly workload or revenue forecast for employees. Organized by employee, the report displays tasks assigned to them for the next 10 months.
61
Employee Allocation Monthly DistributiveProvides a monthly workload or revenue forecast based on the allocated start date. Core equally distributes the tasks over the next 10 months. Organized by employee, the report displays actual hours worked or revenue earned along with the projections.
62
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.
63
Employee Allocation WeeklyProvides a weekly workload or revenue forecast for employees. Organized by employee, the report displays tasks assigned to them for the next 10 weeks.
64
Employee Allocation Weekly DistributiveProvides a weekly workload or revenue forecast based on the allocated start date. Core equally distributes the tasks over the next 10 weeks. Organized by employee, the report displays actual hours worked or revenue earned along with the projections.
65
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.
66
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.
67
Employee ControlProvides information about items assigned to employees. Organized by employee, the report displays the project, activities and expense items assigned to active employees.
68
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.
69
Employee ExpensesProvides information about employee expenses charged to projects. The report displays details such as billable and non-billable expenses with their memos.
70
Employee GroupsProvides a handy list of employee groups in Core. Organized by group name, the report displays details such as group ID, description, type and number of records.
71
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.
72
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.
73
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.
74
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.
75
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.
76
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.
77
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.
78
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.
79
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.
80
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.
81
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.
82
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.
83
Employee InformationProvides contact information of all employees in Core. The report displays the contact details such as employee name, address, email, phone, etc.
84
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.
85
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.
86
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.
87
Expense GroupsProvides 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.
88
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.
89
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.
90
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.
91
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.
92
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.
93
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.
94
GroupsProvides a handy list of various groups in Core. The reports displays details such as group ID, description, type and number of records.
95
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.
96
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.
97
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.
98
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.
99
Note CategoriesProvides a list of all note categories in Core. The report also displays the active/inactive status of the categories.
100
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.
101
Open Purchase OrdersProvides information about open purchase orders. The report displays pending purchase orders for which items have yet to be received.
102
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.
103
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.
104
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.
105
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.
106
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.
107
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.
108
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.
109
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.
110
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.
111
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.
112
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.
113
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.
114
Project Allocation Monthly DistributiveProvides a monthly workload forecast for projects based on the start date. It uses the distributive view where it equally distributes the tasks over the next 10 months. Organized by project, the report displays the scheduled and actual hours worked.
115
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.
116
Project Allocation WeeklyProvides a workload forecast for projects on a weekly basis. Organized by project, the report displays the tasks and activities assigned to employees for the next 10 weeks.
117
Project Allocation Weekly DistributiveProvides a weekly workload forecast for projects based on the start date. It uses the distributive view where it equally distributes the tasks over the next 10 weeks. Organized by project, the report displays the scheduled hours and actual hours worked.
118
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.
119
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.
120
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.
121
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.
122
Project GroupsProvides a handy list of project groups in Core. Organized by group name, the report displays details such as group ID, description, type and number of records.
123
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.
124
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.
125
Project NotesProvides information about project-related issues that help in decision making, post-project review and analysis. Organized by employee or project, the report displays general, billing, payment and other notes for projects.
126
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.
127
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.
128
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.
129
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.
130
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.
131
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.
132
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.
133
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.
134
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.
135
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.
136
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.
137
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.
138
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.
139
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.
140
Retainer InvoiceProvides information about retainer or advance payment requested from clients. The invoice displays details such as projects, assigned managers, retainer amounts, etc.
141
Retainer Status by ClientProvides information about client retainers and their status. The report displays client retainers paid, applied and available.
142
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.
143
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.
144
Security TemplatesProvides a summary of security permissions of employees in Core. Organized by predefined security template, the report displays the screen names, their functions and access rights for them.
145
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.
146
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.
147
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.
148
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.
149
TermsProvides information about all the payment terms in Core. The report displays a list of terms along with their grace days.
150
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.
151
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.
152
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.
153
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.
154
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.
155
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.
156
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.
157
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.
158
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.
159
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.
160
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.
161
Transaction DetailsProvides information about accounts and related transactions. Organized by account type, the report displays transaction dates, memos, debit/credit amounts and balances.
162
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.
163
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.
164
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.
165
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.
166
Vendor GroupsProvides a handy list of vendor groups in Core. Organized by group name, the report displays details such as group ID, description, type and number of records.
167
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.
168
Vendor PerformanceProvides a summary of key performance indicators for vendors. The report displays metrics on vendor bills, purchase orders and costs.
169
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.
170
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.
171
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.
172
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.
173
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.
174
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.
175
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.
176
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.
177
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.
Time and Expense  
1
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.
2
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.
3
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.
4
Currency ListProvides information about currencies. The report displays a list of currencies, countries and their symbols.
5
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.
6
Employee Allocation MonthlyProvides a monthly workload or revenue forecast for employees. Organized by employee, the report displays tasks assigned to them for the next 10 months.
7
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.
8
Employee Allocation WeeklyProvides a weekly workload or revenue forecast for employees. Organized by employee, the report displays tasks assigned to them for the next 10 weeks.
9
Employee Allocation Weekly DistributiveProvides a weekly workload or revenue forecast based on the allocated start date. Core equally distributes the tasks over the next 10 weeks. Organized by employee, the report displays actual hours worked or revenue earned along with the projections.
10
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.
11
Employee ExpensesProvides information about employee expenses charged to projects. The report displays details such as billable and non-billable expenses with their memos.
12
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.
13
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.
14
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.
15
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.
16
Note CategoriesProvides a list of all note categories in Core. The report also displays the active/inactive status of the categories.
17
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.
18
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.
19
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.
20
Project Allocation Monthly DistributiveProvides a monthly workload forecast for projects based on the start date. It uses the distributive view where it equally distributes the tasks over the next 10 months. Organized by project, the report displays the scheduled and actual hours worked.
21
Project Allocation Weekly DistributiveProvides a weekly workload forecast for projects based on the start date. It uses the distributive view where it equally distributes the tasks over the next 10 weeks. Organized by project, the report displays the scheduled hours and actual hours worked.
22
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.
23
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.
24
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.
25
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.
26
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.
27
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.
28
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.
29
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.
Accounting
 
1
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.
2
Account TransactionsProvides a history of account transactions with the clients. The report displays transaction details such as billing, payment, retainage, etc.
3
Activity by ProjectProvides information about work done on projects. Organized by project, the report displays activity details such as employees, hours and amount.
4
Activity GroupsProvides a handy list of activity groups in Core. Organized by group name, the report displays details such as group ID, description, type and number of records.
5
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.
6
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.
7
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.
8
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.
9
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.
10
Allocation and ForecastingProvides 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.
11
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.
12
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.
13
AP 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, type, balance amount, etc.
14
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.
15
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.
16
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.
17
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.
18
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.
19
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.
20
Balance Sheet Accrual BasisProvides information about your balance sheet. The report displays a list of assets, liabilities and equity on accrual basis of accounting.
21
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.
22
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.
23
Balance Sheet by Class Cash BasisProvides a list of assets, liabilities and equity using cash basis of accounting by class.
24
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.
25
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.
26
Billing AnalysisProvides analysis of total billings and total collections. The report displays billing details such as invoice numbers, revenue, credits, write-offs, etc.
27
Billing DetailsProvides billing information of phased projects.The report displays details such as billed/unbilled services and expenses, retainer, accounts receivable for projects, etc.
28
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.
29
Billing ScheduleProvides information about scheduled bills for projects. The report displays billing details such as bill number, date, contract amount, retainer, net bill amount, etc.
30
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.
31
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.
32
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.
33
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.
34
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.
35
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.
36
Budget vs. Actual by EmployeeProvides a comparison of actual versus planned resources for projects. Organized by employee, the report displays the budgeted and actual hours/units/amounts, flagging the over-budget items.
37
Cash Flow Monthly StatementProvides a monthly cash flow statement. The report displays all the payments made by the clients on a monthly basis.
38
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.
39
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.
40
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.
41
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.
42
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.
43
Check DetailsProvides information about the checks written in Core. The report displays check details such as number, date, account involved, paid amount, etc.
44
Class ListProvides information about all the classes in Core. The report displays a list of classes with their active/inactive status.
45
Client ContactsProvides contact information of clients. The report displays a list of clients and their contact details such as name, address, email, phone, etc.
46
Client GroupsProvides 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.
47
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.
48
Client NotesProvides information about client-related issues that help in decision-making, post-project review and analysis. Organized by client, the report displays general, billing, payment and other notes for clients.
49
Client PerformanceProvides a snapshot of client accounts. The report displays the account details of the client as displayed on the clients>Performance screen.
50
Client Retainer SummaryProvides a summary of retainers received from clients. Organized by client, the report displays client and project retainers paid, applied and remaining.
51
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.
52
Cloud FeedsProvides information about your bank feeds. Organized by date and status, the report displays the downloaded transactions and their amount.
53
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.
54
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.
55
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.
56
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.
57
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.
58
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.
59
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.
60
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.
61
Cost PlusProvides 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.
62
Cost PoolsProvides a list of all cost pools created in Core. The report also displays their active/inactive status.
63
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.
64
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.
65
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.
66
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.
67
Currency ListProvides information about currencies. The report displays a list of currencies, countries and their symbols.
68
Custom FieldsProvides a list of all custom fields in Core and their type.
69
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.
70
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.
71
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.
72
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.
73
Employee Allocation MonthlyProvides a monthly workload or revenue forecast for employees. Organized by employee, the report displays tasks assigned to them for the next 10 months.
74
Employee Allocation Monthly DistributiveProvides a monthly workload or revenue forecast based on the allocated start date. Core equally distributes the tasks over the next 10 months. Organized by employee, the report displays actual hours worked or revenue earned along with the projections.
75
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.
76
Employee Allocation WeeklyProvides a weekly workload or revenue forecast for employees. Organized by employee, the report displays tasks assigned to them for the next 10 weeks.
77
Employee Allocation Weekly DistributiveProvides a weekly workload or revenue forecast based on the allocated start date. Core equally distributes the tasks over the next 10 weeks. Organized by employee, the report displays actual hours worked or revenue earned along with the projections.
78
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.
79
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.
80
Employee ControlProvides information about items assigned to employees. Organized by employee, the report displays the project, activities and expense items assigned to active employees.
81
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.
82
Employee ExpensesProvides information about employee expenses charged to projects. The report displays details such as billable and non-billable expenses with their memos.
83
Employee GroupsProvides a handy list of employee groups in Core. Organized by group name, the report displays details such as group ID, description, type and number of records.
84
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.
85
Employee InformationProvides contact information of all employees in Core. The report displays the contact details such as employee name, address, email, phone, etc.
86
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.
87
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.
88
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.
89
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.
90
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.
91
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.
92
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.
93
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.
94
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.
95
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.
96
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.
97
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.
98
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.
99
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.
100
Expense GroupsProvides 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.
101
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.
102
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.
103
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.
104
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.
105
Fund TransfersProvides information about funds transferred between various accounts. The report displays transfer details such as date, memo, accounts involved and amount transferred.
106
General LedgerProvides information about funds transferred between various accounts. The report displays transfer details such as date, memo, accounts involved and amount transferred.
107
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.
108
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.
109
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.
110
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.
111
GroupsProvides a handy list of various groups in Core. The reports displays details such as group ID, description, type and number of records.
112
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.
113
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.
114
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.
115
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.
116
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.
117
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.
118
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.
119
Note CategoriesProvides a list of all note categories in Core. The report also displays the active/inactive status of the categories.
120
1otesProvides 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.
121
Open Purchase OrdersProvides information about open purchase orders. The report displays pending purchase orders for which items have yet to be received.
122
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.
123
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.
124
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.
125
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.
126
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.
127
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.
128
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.
129
PayrollProvides payroll information for HR purposes. Organized by employee or project, the report displays total registered and overtime hours against activities, rates and amounts.
130
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.
131
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.
132
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.
133
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.
134
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.
135
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.
136
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.
137
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.
138
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.
139
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.
140
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.
141
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.
142
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.
143
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.
144
Project Allocation Monthly DistributiveProvides a monthly workload forecast for projects based on the start date. It uses the distributive view where it equally distributes the tasks over the next 10 months. Organized by project, the report displays the scheduled and actual hours worked.
145
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.
146
Project Allocation WeeklyProvides a workload forecast for projects on a weekly basis. Organized by project, the report displays the tasks and activities assigned to employees for the next 10 weeks.
147
Project Allocation Weekly DistributiveProvides a weekly workload forecast for projects based on the start date. It uses the distributive view where it equally distributes the tasks over the next 10 weeks. Organized by project, the report displays the scheduled hours and actual hours worked.
148
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.
149
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.
150
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.
151
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.
152
Project GroupsProvides a handy list of project groups in Core. Organized by group name, the report displays details such as group ID, description, type and number of records.
153
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.
154
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.
155
Project NotesProvides information about project-related issues that help in decision making, post-project review and analysis. Organized by employee or project, the report displays general, billing, payment and other notes for projects.
156
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.
157
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.
158
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.
159
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.
160
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.
161
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.
162
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.
163
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.
164
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.
165
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.
166
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.
167
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.
168
16arterly 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.
169
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.
170
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.
171
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.
172
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.
173
Retainer InvoiceProvides information about retainer or advance payment requested from clients. The invoice displays details such as projects, assigned managers, retainer amounts, etc.
174
Retainer Status by ClientProvides information about client retainers and their status. The report displays client retainers paid, applied and available.
175
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.
176
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.
177
Security TemplatesProvides a summary of security permissions of employees in Core. Organized by predefined security template, the report displays the screen names, their functions and access rights for them.
178
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.
179
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.
180
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.
181
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.
182
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.
183
TermsProvides information about all the payment terms in Core. The report displays a list of terms along with their grace days.
184
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.
185
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.
186
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.
187
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.
188
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.
189
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.
190
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.
191
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.
192
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.
193
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.
194
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.
195
Transaction DetailsProvides information about accounts and related transactions. Organized by account type, the report displays transaction dates, memos, debit/credit amounts and balances.
196
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.
197
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.
198
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.
199
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.
200
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.
201
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.
202
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.
203
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.
204
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.
205
Vendor GroupsProvides a handy list of vendor groups in Core. Organized by group name, the report displays details such as group ID, description, type and number of records.
206
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.
207
Vendor PerformanceProvides a summary of key performance indicators for vendors. The report displays metrics on vendor bills, purchase orders and costs.
208
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.
209
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.
210
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.
211
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.
212
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.
213
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.
214
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.
215
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.
216
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.
HR  
1
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.
2
HR 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.
3
HR 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.
4
HR 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.
5
HR Benefit UsageProvides information about the HR benefits usage by the employees. The report displays the benefits earned, used and remaining for the employees.
6
PayrollProvides payroll information for HR purposes. Organized by employee or project, the report displays total registered and overtime hours against activities, rates and amounts.
Core Essentials
 
1
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.
2
Activity by ProjectProvides information about work done on projects. Organized by project, the report displays activity details such as employees, hours and amount.
3
Activity GroupsProvides a handy list of activity groups in Core. Organized by group name, the report displays details such as group ID, description, type and number of records.
4
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.
5
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.
6
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.
7
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.
8
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.
9
Allocation and ForecastingProvides 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.
10
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.
11
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.
12
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.
13
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.
14
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.
15
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.
16
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.
17
Billing AnalysisProvides analysis of total billings and total collections. The report displays billing details such as invoice numbers, revenue, credits, write-offs, etc.
18
Billing DetailsProvides billing information of phased projects.The report displays details such as billed/unbilled services and expenses, retainer, accounts receivable for projects, etc.
19
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.
20
Billing ScheduleProvides information about scheduled bills for projects. The report displays billing details such as bill number, date, contract amount, retainer, net bill amount, etc.
21
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.
22
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.
23
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.
24
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.
25
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.
26
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.
27
Budget vs. Actual by EmployeeProvides a comparison of actual versus planned resources for projects. Organized by employee, the report displays the budgeted and actual hours/units/amounts, flagging the over-budget items.
28
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.
29
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.
30
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.
31
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.
32
Class ListProvides information about all the classes in Core. The report displays a list of classes with their active/inactive status.
33
Client ContactsProvides contact information of clients. The report displays a list of clients and their contact details such as name, address, email, phone, etc.
34
Client GroupsProvides 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.
35
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.
36
Client NotesProvides information about client-related issues that help in decision-making, post-project review and analysis. Organized by client, the report displays general, billing, payment and other notes for clients.
37
Client PerformanceProvides a snapshot of client accounts. The report displays the account details of the client as displayed on the clients>Performance screen.
38
Client Retainer SummaryProvides a summary of retainers received from clients. Organized by client, the report displays client and project retainers paid, applied and remaining.
39
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.
40
Cloud FeedsProvides information about your bank feeds. Organized by date and status, the report displays the downloaded transactions and their amount.
41
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.
42
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.
43
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.
44
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.
45
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.
46
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.
47
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.
48
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.
49
Cost PlusProvides 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.
50
Cost PoolsProvides a list of all cost pools created in Core. The report also displays their active/inactive status.
51
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.
52
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.
53
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.
54
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.
55
Currency ListProvides information about currencies. The report displays a list of currencies, countries and their symbols.
56
Custom FieldsProvides a list of all custom fields in Core and their type.
57
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.
58
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.
59
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.
60
Employee Allocation MonthlyProvides a monthly workload or revenue forecast for employees. Organized by employee, the report displays tasks assigned to them for the next 10 months.
61
Employee Allocation Monthly DistributiveProvides a monthly workload or revenue forecast based on the allocated start date. Core equally distributes the tasks over the next 10 months. Organized by employee, the report displays actual hours worked or revenue earned along with the projections.
62
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.
63
Employee Allocation WeeklyProvides a weekly workload or revenue forecast for employees. Organized by employee, the report displays tasks assigned to them for the next 10 weeks.
64
Employee Allocation Weekly DistributiveProvides a weekly workload or revenue forecast based on the allocated start date. Core equally distributes the tasks over the next 10 weeks. Organized by employee, the report displays actual hours worked or revenue earned along with the projections.
65
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.
66
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.
67
Employee ControlProvides information about items assigned to employees. Organized by employee, the report displays the project, activities and expense items assigned to active employees.
68
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.
69
Employee ExpensesProvides information about employee expenses charged to projects. The report displays details such as billable and non-billable expenses with their memos.
70
Employee GroupsProvides a handy list of employee groups in Core. Organized by group name, the report displays details such as group ID, description, type and number of records.
71
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.
72
Employee InformationProvides contact information of all employees in Core. The report displays the contact details such as employee name, address, email, phone, etc.
73
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.
74
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.
75
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.
76
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.
77
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.
78
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.
79
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.
80
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.
81
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.
82
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.
83
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.
84
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.
85
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.
86
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.
87
Expense GroupsProvides 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.
88
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.
89
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.
90
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.
91
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.
92
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.
93
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.
94
GroupsProvides a handy list of various groups in Core. The reports displays details such as group ID, description, type and number of records.
95
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.
96
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.
97
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.
98
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.
99
Note CategoriesProvides a list of all note categories in Core. The report also displays the active/inactive status of the categories.
100
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.
101
Open Purchase OrdersProvides information about open purchase orders. The report displays pending purchase orders for which items have yet to be received.
102
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.
103
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.
104
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.
105
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.
106
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.
107
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.
108
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.
109
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.
110
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.
111
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.
112
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.
113
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.
114
Project Allocation Monthly DistributiveProvides a monthly workload forecast for projects based on the start date. It uses the distributive view where it equally distributes the tasks over the next 10 months. Organized by project, the report displays the scheduled and actual hours worked.
115
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.
116
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.
117
Project Allocation WeeklyProvides a workload forecast for projects on a weekly basis. Organized by project, the report displays the tasks and activities assigned to employees for the next 10 weeks.
118
Project Allocation Weekly DistributiveProvides a weekly workload forecast for projects based on the start date. It uses the distributive view where it equally distributes the tasks over the next 10 weeks. Organized by project, the report displays the scheduled hours and actual hours worked.
119
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.
120
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.
121
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.
122
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.
123
Project GroupsProvides a handy list of project groups in Core. Organized by group name, the report displays details such as group ID, description, type and number of records.
124
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.
125
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.
126
Project NotesProvides information about project-related issues that help in decision making, post-project review and analysis. Organized by employee or project, the report displays general, billing, payment and other notes for projects.
127
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.
128
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.
129
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.
130
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.
131
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 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 predefined 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.
150
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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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 VerificationProvides information about the time entries by employees. The report displays entry details such as projects worked on, number of hours worked, memos, etc.
159
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.
160
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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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 GroupsProvides a handy list of vendor 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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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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