DCR Reports

• Report List
• Time Log Exception Report
• Asset Additional Information Report
• Customer Coverage Report
• Debtor Interactions
• Over and Under Recoveries on Time Sheets
• Rep Sales Visit Report
• Sales Call Report
• Sales Force Report
• Sales Pipeline Report
• Support Log Points
• Support Log Statistic Report
• Support Log Summary
• Support Logs / Time Logs not Invoiced
• Support Report
• Time And Attendance Report
• Time Log Age Analysis
• Time Log Audit as Per Employee
• Time Log Employee Summary of Hours Logged
• Time Log Report
• Time Log Summary
• Time Log Task Values
• Time Log Transaction
• To Do Report
• Dashboard Displays

Report List

Time Log Exception Report

CRM> Reports> Report List

Debtor From
Date From
Division
Sales Rep
Debtor To
Date To
Region

Asset Additional Information Report

CRM> Reports> Report List

This report generates details prior to asset details in terms of what has been implemented on the generic branch table located in system configuration. 
The form generates details which are depicted in the table found in system config example make, brand, track it number, serial no, etc.
A list of all items linked to the customer will be generated will the asset item number assigned to each item.

Customer
Asset

Customer Coverage Report

Customer From
Date From
Customer To
Date To

Debtor Interactions

CRM> Reports> Report List

This report shows all the interactions with Debtors, Prospects or opportunities. This report can be grouped by Debtor, Contact person or interaction type as well as Interaction Status. 

This is a report on the interaction between the user and the customers
To run the report, select from the following fields:

Debtor Type	select the debtor’s type from the drop down arrow
Debtor From	select the debtor from or leave it blank
Debtor To	select the debtor to or leave it blank
Date From	select the date from which the report will run from.
Date To	select the date to which the report will run from.
Interaction Type	select the interaction type from the drop down arrow
Interaction Status	select the interaction status from the drop down arrow
Group By	group the report by selection either a debtor or contact person or interaction
Sort By	sort the report by selecting one option from the drop down arrow

Over and Under Recoveries on Time Sheets

CRM> Reports> Report List

Over and Under Recoveries on Time Sheet Invoices and Credit Notes.

Debtor / Client From
Debtor / Client To
Financial Year From
Financial Year To
Financial Period From
Financial Period To
Balance By - Actual Time or Original Time
Document Status - Processed, Preparation or Both

Rep Sales Visit Report

CRM> Reports> Report List

This report shows a list of assets linked to a customer

Follow Up Date
Customer
Date From
Status
Sales Rep
Division
Interaction Type
Reference
Stage
Route To Market
Quote Number
Print Acc No
Employee
Date To
Lead Type
Lead Status
Region
P: Tick
Probability
Colour Code
Description
Customer Type
Quote Status

Sales Call Report

CRM> Reports> Report List

Follow Up Date
Debtor
Date From
Status
Sales Rep
Division
Interaction Type
Reference
Stage
Route To Market
Quote Number
Print Acc No
Employee
Date To
Lead Type
Lead Status
Region
P: Tick
Probability
Colour Code
Description
Customer Type
Quote Status

Sales Force Report

User From
User To
Date From
Date To

Sales Pipeline Report

CRM> Reports> Report List

Customer
Date From
Status
Sales Rep
Division
Interaction Type
Reference
Stage
Route To Market
Quote Number
Debtor Category
Incl Quotes
Show Totals
Summary
Employee
Date To
Lead Type
Lead Status
Region
P: Tick
Probability
Colour Code
Description
Customer Type
Quote Status

Support Log Points

CRM> Reports> Report List

Assign From
Assign To
Date From
Date To
Summary Tick

Support Log Statistic Report

CRM> Reports> Report List

This report provides a count of the support logs captured within the Date range specified.
Ideally, if all jobs/Call outs are Logged, then this will represent the quantity of Job received within the given date range.
The report can be sorted by Employee or Task
To Generate, double click on the report and enter the required criteria.
Click Generate
Provides statistics on support logs. 
Report By: Choose between Employee, Task, Root cause, Status, customer or percentage complete

Support Log Summary

CRM> Reports> Report List

This report will provide a summary of all Support logs captured within the specified date range and show a percentage progress or completion of the Job. It also shows any Accounted budget time versus actual time spent on the job.

Assign To From
Debtor From
Division
Select
Task
Date Type
Date From
Show Time Log Detail (Export Only) Tick
Show Year End Tick
Assign to To
Debtor To
Region
Log Status
Sub-Task
Sort By
Date To
Show Invoiced Value Tick

Support Logs / Time Logs not Invoiced

CRM> Reports> Report List

This report shows the time logs not invoiced or flagged for invoicing

Select - Support Logs or Time Logs
Assign To From
Debtor From
Date From
Invoice From
Invoice Flag
Division
In Warranty
Assign to To
Debtor To
Date To
Sort By
Region

Support Report

CRM> Reports> Report List

This report shows the detail of all support logs captured within the date range specified. In a list format, one can see all support logs captured and all related information on each support log, without having to open each log individually to ascertain respective problems/solutions. The report can be generated per employee or per debtor or accumulatively.

Date From
Employee Log
Customer From
In Warranty
Division
Group By
Date To
Assign To
Customer To
Order By
Region
Sub Order By
Select - Action Date, Completion Date, Due Date
Summary Tick
Exclude Problem Tick
Exclude Solution Tick
Excl Invoiced Tick
Status:	From the available column, select the ones that will appear on the report by moving them to the right-hand side column.

Time And Attendance Report

User From
User To
Date From
Date To

Time Log Age Analysis

CRM> Reports> Report List

Shows an age analysis of all time logs not archived as per the users criteria.

Group By
Aging Type
Year Selection
Current Month
Date Selection
Employee
Division
Region
Acct. Manager
Billing Group
Travel
Toll Fees
Disbursements
Other

Time Log Audit as Per Employee

CRM> Reports> Report List

This report provides a summary per employee of all time logs for the given date range. A summary of the individual Time logs is listed. Along with an accumulative summary of Normal Hours Labour, Overtime, Travel and disbursements

Debtor From
Date From
Employee
Division
Region
Employee Rates
Hours Compare
Show Job No Tick
Show Rate Tick
Show Client Name Tick
Show Disbursement Tick
Debtor To
Date To
Time Log Type
Acct. Manager
Billing Group
In Warranty
Include Notes Tick
Incl. Nonbillable Tick
Show In Warranty Tick
Show Times Tick
Show Amounts Tick

Time Log Employee Summary of Hours Logged

CRM> Reports> Report List

This report shows a summary of total hours logged versus Hours Billed, versus required hours.
The hours compare field on the criteria is the total hours the employee is required to work.

Date From
Employee Division
Employee
Division
Region
Hours Compare
Daily
Incl. Nonbillable Tick
Incl. Job Number Tick
Sort By
Date To
Employee Region
Time Log Type
Acct. Manager
Billing Group
Show Below Hours Compare Tick
Show Days Detail Tick
Show Over Time Tick
Show Break Tick

Time Log Report

CRM> Reports> Report List

The report provides a list of Time Logs either by Debtor or by Employee wherein one can view in summary the detail of all time logs created within the Date range specified.
You have the option for the report to include any notes that were captured on the respective Time logs the report also extracts accumulative totals of hours and value of all time logs per employee or per debtor (depending on the sort order)

Debtor From
Date From
Sort Order
Employee
Division
Region
In Warranty
Debtor To
Date To
Time Log Type
Status / Severity
Account Manager
Billing Group
Decimal Places
Group By Employee Tick
Incl. Times Tick
Incl. Status Tick
Hide Add Totals Tick
With Notes Tick
Incl. SLA Code Tick
Incl. Warranty Tick
Incl. Non-Billable Tick
Incl. Potential Rate Tick
Hide Additionals Tick

Time Log Summary

CRM> Reports> Report List

Provides a list of time logs with specific locations of employee

Customer From
Date From
Employee From
Sort By
Show Reference Tick
Show Job No Tick
Customer To
Date To
Employee To
Sub Sort By
Show Notes Tick
Show Job Description Tick

Time Log Task Values

CRM> Reports> Report List

Daily/Monthly/etc. Tasks Earnings - Daily/Monthly/etc. tasks that were billed, and amount billed for each of these tasks (so we can see what each task earned for the period) 

Employee
In Warranty
Select - All Tasks or Select Contract
Contract	This will appear if you have selected Contract in the above selection.
Date From
Group By
Sub Group By
Summary Tick
Debtor
Log Status
Division
All Tasks	This will appear if you have selected All Tasks in the Select section.
Date To
Sort By
Service Item
Show Inv. Details Tick
Include Non-Billable

Time Log Transaction

CRM> Reports> Report List

Debtor From
Date From
Sort By
Employee
Group By
Incl. Non-Billable Tick
Debtor To
Date To
Time Log Type
Inventory Type
Decimal Places
Notes Tick

To Do Report

CRM> Reports> Report List

Gives a report on the To Do lists logged by each User within the system.

This is the report on To Do lists logged by each user within the system.
The user will select the date from which he/she wants the report to run from and also
Arrange it by log number, date or reference.
Completed option allows the user to either run the only the completed or uncompleted list

Dashboard Displays