Commonly used reports in BQE CORE

Updated August 09, 2024 20:28

When you want deeper insights into your business, BQE CORE has an array of reports at your disposal. The Report Center screen is where you can see the complete library of reports available in BQE CORE (more than 120). With so many reports to choose from, it can be difficult to decide which ones are the most important to run a regular basis and which ones you need to run in certain situations.

CORE offers many reports to help you stay on top of your business. Here are five reports that can be beneficial for your business:

Personal Time Off Usage - Provides the personal time off (PTO) usage information for employees. Organized by employee or project, the report displays total number of sick, vacation, and comp hours used.
Time and Expenses - Provides information about time and expenses charged to projects. Organized by project or employee, the report displays time and expense details such as hours and expense units logged, bill amount, etc.
Project Performance - Provides 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.
Client Retainer Summary - Provides a summary of retainers received from clients. Organized by client, the report displays client and project retainers paid, applied, and remaining.
Work-in-Hand - Provides 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.

Below is a list of other commonly-used reports in CORE.

Category	Report Name
Top 5 Reports	Personal Time Off Usage Time and Expenses Project Performance Client Retainer Summary Work-in-Hand
Top Project Management Reports	Contract Analysis Budget Comparison Budget Comparison Summary Budget Comparison by Phase Budget Comparison by Employee Employee Allocation Units Project Allocation Units Project Profitability Project Time and Expense Employee utilization Project Account Details Cost Analysis Earned Value Employee Realization Rate
Top Time & Expense Tracking Reports	Project Expenses Time Verification Time Details Expense Details
Top Billing Reports	Billing Details Write up/down Percentage Billed AR Aging AR Aging with Credit Payments WIP Reconciliation Work In Progress Gross Margin Cash Flow vs. Revenue
Top Accounting Reports	Profit and Loss Cash Profit and Loss comparison Accrual Profit and Loss comparison Cash Balance Sheet Accrual Balance Sheet Cash AP Aging AP Aging with Credits General Ledger General Ledger Cash
Top Used Reports	Project Time entries Employee Time Card Summary Time Card Week View Project List Invoice Register Employee Time Detail Employee Missing Time Week View Employee Expenses Time and Expenses by Parent Project Time Card Cross Tab Employee Performance Payroll Monthly Billing Statement Employee Daily Time Card Overdue Invoices Cash Receipts Statement Project Contract Status Payment Details Billed Time and Expenses Employee Paid Time Off Comparison Monthly Profit and Loss Accrual Basis WIP with AR Client Transactions Activity by Project Employee Paid Time Off Hours AR Aging 5 Steps Actual and Billing Hours Comparison Account Transactions Employee Profitability Employee Project Utilization Statement by Client (Accountant) Employee Half Monthly Time Card Monthly Profit and Loss Cash Basis Gross Margin Real Time Retainer Status by Client Trial Balance Accrual Basis Aged WIP with AR

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