Report Types
- Thomas Sherman (Deactivated)
- Erich Belzer
- Shivam (Deactivated)
Owned by Thomas Sherman (Deactivated)
Projector includes twenty seven different types of reports. Choosing the correct report type is important for getting the right kind of data out of Projector. This page and its child pages help guide you towards choosing the correct type.
Each report type presents different kinds of information. Some reports will offer information about engagements, while others will offer information about resource utilization or project profitability. Read each report description below to learn more about it and how it can help you. You may also find our blog posts on choosing the correct report type helpful.
The Topic of the Day: Reporting Overview webinar is a great resource to learn all about Projector's different reports.
- Accounting Analysis Report — provides a detailed breakdown of the transactions that will be sent or have been sent to your accounting system
- Accounting Balances Report — generate periodic accounting balances in order get a better view of the financials and WIP remaining in accounts
- Audit Trail Report — track changes made to your installation
- Baseline Variance Report — compares performance of projects against baselines
- Client Report — extract data about your your clients in Projector
- Cost Card Report — takes each individual expense item and displays detailed information about it
- Deferred Revenue Adjustment Report — presents information about deferred revenue adjustments for contract line items
- Engagement Portfolio Report — high level report used to view all engagements that are active at a particular moment in time. Use this report to discover how all engagements are performing by viewing profitability, percent complete, and comparisons to budget. Like the Ginsu report, the engagement portfolio report will show actuals to date using historical time and costs, as well as estimate to complete using projected data.
- Engagement Report — One of the ways that you would drill into an engagement in more detail is by running an engagement report. The engagement report lets you gain detailed visibility into a particular engagement, regardless of when it started or ended (somewhat like the engagement portfolio report), but provides the additional detail available in the Ginsu report
- Forecast Accuracy Report — measure and improve your hours forecasting
- Ginsu Report — providing both high-level and detailed insight into staffing, revenue, profitability, resource borrowing and loaning for a specific time period.
- Invoice Milestone Report — provides a listing of all the billing milestones created on engagements as well as whether or not they have been invoiced
- Invoice Report — provides details about invoices in your installation
- Issue Report
- Project List Report — shows budget, client, engagement, invoice and project settings.
- Project Portfolio Report
- Project Role Report — display data about roles on your projects
- Rate Card Report — shows information about a selected rate card, all rate cards, or all active rate cards
- RDC Rate Card Report — shows information about a selected RDC rate card, all RDC rate cards, or all active RDC rate cards
- Resource Report — find metadata about resources
- Resource Schedule Report — view bookings for a fixed number of weeks
- Session Listing Report
- Task Analysis Report — export task plan baselines in report format
- Time Card Report — shows information about specified time cards in the system
- Time Transfer Report — presents information about time transferred between projects or within a project
- Unbilled Time and Cost Aging Report — presents unbilled time and cost card amounts in user-defined time buckets
- User Report — review user types, assigned cost centers, and user permissions
- Utilization Report — focuses on resources and displays their utilization by percent, hours, whole resource profit, and missing time
- Variance Report — shows your historical actuals and projections in the past