Reports > Summary Reports
Color coding | Filters
Use the Summary Report feature to view totals over designated time periods. You select the items to be totaled in the report as well as the time period. Summary reports can be run for items within a specific module or can be run across modules on an account-wide basis.
Time Period - # of Periods
Select the time period for which you want the data to be calculated, and the number of periods for which to calculate it (up to 16). For example, if you choose "Monthly" as the time period, and "3" as the number of periods, your report will group your results by month over 3 months. There are default periods available. If you have created any custom time ranges, they will also be available in the list.
Note: For Invoices summary reports, if the timebills on invoices were created on dates outside the date range of the report, the value of those timebills won't be included in the report.
The default ending date is "Today", or the current date. To run a report for an earlier time period, specify a different ending date in the "Other" field. (Make sure you also select the radio button.)
For example, if today was August 1, and you ran a report with "Monthly" as the time period over 3 periods, you would get data for June, July, and August. If you want data for earlier in the year, say from January to March, specify a date in the month of March as the ending date.
*Note: For the Weekly time period, the ending date will be the last Monday before either the current date or the date you specify. To change the day of the week that weekly and bi-weekly reports start on, go to The Reports > Options link, and change the day in the "Global Report Options" dialog box.
Select the value that you want to be totaled for each period. The available values will vary for different module-specific reports and for account-wide reports. (If you have enabled multi-currency functionality, the base currencies will appear.) As appropriate, you will also be able to choose the Receipt type for Expenses (reimburseable vs. non-reimburseable), TimeBills to include for Invoices (All, Open, or Invoiced), and Date to use for Invoices (TimeBill, Invoice, Timebill created, or Invoice created), Expenses (Receipt, Envelope, Receipt created, or Envelope created), Purchases (Purchase item date, Purchase item fulfilled date, PO date, PO required date, PO date order placed), Timesheets (time entry date, timesheet start date, timesheet end date,).
Select whether to hide rows that are empty so that they do not appear in the report.
You can further divide the report's totals per period by some other factor.
You can divide the first sub-total by some other factor.
You can create a color-coded scheme for the report. You can specify ranges of values that will be displayed in certain colors in your report. To set up color coding for your report, click on the "Create >" or "Edit >" button next to "Color Coding." In the popup dialog box, enter the range of values you want coded and select a color for the range. There are seven colors available. Different ranges can have the same color, if desired. You can use decimal places for the ranges (for example, 10-19.99, 20-29.99, etc.). Overlapping ranges are not allowed. Click "OK" when you are done selecting the colors.
Suppress Color Coding on Sub-Totals
You can choose from a dropdown menu whether or not to suppress color coding on subtotal rows. Suppressing color-coding helps the visual display of reports.
In Timesheets you can select the format in which percentages will be displayed in reports.
You can create filters to limit the items that are included in the report. If, for example, you only want the report to include data from two of your clients, click on the "Create >" (or "Edit >") button for the client filter. In the popup form that appears, remove from the Selected items list all the clients you do not want to include in the report. To make these selections, either pick from the available items, or search for specific items through the "Find" link at the top of the box.
*Note: When you run a report, you have the option to save it so you can run the same report over again. When you are setting up a report, check the "Save this report as..." check box, and enter a name for the report. The next time you want to run the report, go to the "Saved reports" tab, and click on the "run" icon for that report. You can also edit and delete saved reports. For more information on saved reports, see Reports > Saved Reports.