This Help Article covers:
General/ Overview:
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 and View a Report
Selecting and viewing Reports is done from the Side Menu's Reports
Quick Flow:
Reports Side Menu
Report > Select
1. Hover over the Reports Side Menu and Select the Report option to View
Reports Available:
Sales Forecast - A list of all Unsold Costs with a calculated Sell Price using 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 amounts held
Work in Progress - A list of all Unsold Costs (Billable Labour/Materials)
Profit & Loss Summary - A list of Jobs displaying their P&L