Commonly used reports in BQE CORE

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. 

CategoryReport Name
Top 5 Reports
  1. Personal Time Off Usage
  2. Time and Expenses
  3. Project Performance
  4. Client Retainer Summary
  5. Work-in-Hand
Top Project Management Reports
  1. Contract Analysis
  2. Budget Comparison
  3. Budget Comparison Summary
  4. Budget Comparison by Phase
  5. Budget Comparison by Employee
  6. Employee Allocation Units
  7. Project Allocation Units
  8. Project Profitability
  9. Project Time and Expense
  10. Employee utilization
  11. Project Account Details
  12. Cost Analysis
  13. Earned Value
  14. Employee Realization Rate
Top Time & Expense Tracking Reports
  1. Project Expenses
  2. Time Verification
  3. Time Details
  4. Expense Details
Top Billing Reports
  1. Billing Details
  2. Write up/down
  3. Percentage Billed
  4. AR Aging
  5. AR Aging with Credit Payments
  6. WIP Reconciliation
  7. Work In Progress
  8. Gross Margin
  9. Cash Flow vs. Revenue
Top Accounting Reports
  1. Profit and Loss Cash
  2. Profit and Loss comparison Accrual
  3. Profit and Loss comparison Cash
  4. Balance Sheet Accrual
  5. Balance Sheet Cash
  6. AP Aging
  7. AP Aging with Credits
  8. General Ledger
  9. General Ledger Cash
Top Used Reports
  1. Project Time entries
  2. Employee Time Card Summary
  3. Time Card Week View
  4. Project List
  5. Invoice Register
  6. Employee Time Detail
  7. Employee Missing Time Week View
  8. Employee Expenses
  9. Time and Expenses by Root Project
  10. Time Card Cross Tab
  11. Employee Performance
  12. Payroll
  13. Monthly Billing Statement
  14. Employee Daily Time Card
  15. Overdue Invoices
  16. Cash Receipts
  17. Statement
  18. Project Contract Status
  19. Payment Details
  20. Billed Time and Expenses
  21. Employee Paid Time Off Comparison
  22. Monthly Profit and Loss Accrual Basis
  23. WIP with AR
  24. Client Transactions
  25. Activity by Project
  26. Employee Paid Time Off Hours
  27. AR Aging 5 Steps
  28. Actual and Billing Hours Comparison
  29. Account Transactions
  30. Employee Profitability
  31. Employee Project Utilization
  32. Statement by Client (Accountant)
  33. Employee Half Monthly Time Card
  34. Monthly Profit and Loss Cash Basis
  35. Gross Margin Real Time
  36. Retainer Status by Client
  37. Trial Balance Accrual Basis
  38. Aged WIP with AR