When you want deeper insights into your business, CORE has an array of reports at your disposal. The Reports screen is where you can see the complete library of reports available in CORE (more than 150). 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. Below is the list of most commonly used reports in CORE.
Category |
Report Name |
Top 5 Reports |
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- Personal Time Off Usage
- Time and Expenses
- Project Performance
- Client Retainer Summary
- Work-in-Hand
|
Top Project Management Reports |
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- 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
- Vendor Bills
- General Ledger
- General Ledger Cash
|
Top Used Reports |
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- 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
|