Custom reports feature allows to create own reports using data contained in the database. The process of creation of a custom report is similar to editing of the invoice template, but instead of invoices table we can use any other table from the application database.
Custom reports can be found in the same table where invoice/quote/purchase orders/cv templates are located. Select Reports section in the navigation tree and then select Reports item. To view only custom reports and hide printing templates, select Custom reports in the Filter box on the ribbon:
To build a report, double click on it. To edit report design, select it an click Edit in the Designer. If you wish to edit one of predefined reports, you will need to clone them first, and then edit cloned copy.
Allows to display main information (logo, name, address, phone) about customers and their contacts (photo, name, e-mail, skype, etc.)
Before creating a report, provide a value for the Customer parameter. Select any customers in the list or click Select All to build a report for all customers.
Customers - List of jobs
Allows to view all jobs for a specified customer (or all customers) in a specified period of time. Displays date of job creation and delivery, PO number, services, amounts, language pair, invoicing status.
Optionally, you can filter list of jobs by job's status.
Contractors - List of jobs with ratings
Allows to list translation assignments for all or selected contractor for specified period. Displays all assignments, amounts, ratings, average ratings for period, due amounts both in assignment and base currencies.
Examples of another reports you may create using this feature: price lists, lists of jobs or invoice to create own backup system, different charts, cross-tab reports to interpret complex data, such as summary statistics, etc. Possibilities are really wide, and only limited by the data present in the system.
Invoices - Tax report
This report allows to view invoices and included taxes in a specified period for all or one selected customer. In the parameters panel you can check Only invoices with taxes box to display only invoices where Tax 1 or Tax 2 is specified.
Invoices - Unpaid invoices
List of unpaid invoices for all or particular customer, which contains only main information from invoices: number, date, customer, amount, currency, amount paid and amount due. Useful for exporting and sending to your customers.