DCR Reports 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