This Help Article covers:
General/ Overview:
There are six Reports available:
Sales Forecast - A list of Jobs that have incurred Costs this Month and have Unsold Costs (WIP). The Sales Forecast Sell Price is calculated using the Unsold Costs at the Job's selected Pricing Rule
Timesheets Summary - A view of all Staff and the entered hours for a Pay Period
Quotes - An Overview of Quotes
Retentions - A list of Jobs where retentions apply and current amounts held
Work in Progress - A list of all Unsold Costs (Billable Labour/Materials) displayed by "Unallocated" Unsold Costs and "Job" Unsold Costs
Profit & Loss Summary - A list of Jobs displaying their P&L
To Enable a User to Select or View a Report
For a User to be able to Select or View a Report they need to be enabled on the Katipolt Desktop side. To do this they need to be added to a Katipolt Role with permission “View Reports” toggled to "On".
Company Settings > Staff Top Tab > Roles Expandable Section > Select a Role that displays Katipolt “View Reports” toggled to "On" OR from a Role toggle it to "On" > then select the person from the “Assigned To” dropdown to add
To Select a Report
Selecting a Reports is done from the Side Menu's Reports
Quick Flow:
Reports Side Menu
Report > Select
1. Hover over the Reports Side Menu to display available Reports, then Select a Report option to View
To Customise the Report View
Reports have a Default View that displays on opening the Reports Window. The Report View can be Customised to suit, Press the [Refine] filter button to display the filter options for that Report, Edit to select the View, then Press [VIEW RESULTS].
To Export (Download) the Report
From the Default, or Customised View, Press the Download Icon, then Select an Export option to download the Report.
