This report shows orders and respective sales. Sales are split down by each combination of task code (Translation, Revision...) and language couple. Each line in the report contains a specific task/language and the respective amount of sales, as well as, information on the client, the order, the invoice and the project.
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| Placeholder name | Description |
|---|---|
| Order fields | The order details. |
| <#Lines.First> | Prints a * (star) if this is the first line for an order. The report contains as many lines per project as there are client or supplier invoices. |
<#Lines.UserOrderId> | The order Id of the related order. |
| <#Lines.OrderReference> | The order reference. |
| <#Lines.OrderClientCompany> | The client company name. |
| <#Lines.OrderClientPerson> | The person at the client who submitted the order. |
| <#Lines.OrderStatus> | The status of the order. Any of: Request, Proposal, In progress, Work done, Results approved, Closed, Cancelled. Note that the task status title is localized. |
| <#Lines.OrderInstructions> | The free text instructions included by the client in the order form. |
| <#Lines.OrderComments> | The internal comments in the order. |
| <#Lines.OrderCreationDate> | The date when the order was created in the system. This is a native Excel date. |
| <#Lines.OrderDeadline> | The deadline in the order, if any. This is a native Excel date. |
| <#Lines.OrderReceivedDate> | The date when the order was received (status Request). This date typically is the same as the date of creation. However, the project manager can change this date in the order details page. |
| <#Lines.OrderProposalDate> | The date when the order status is set to Proposal. This means that you have confirmed or completed the quote. The next step is that the client accepts the quote. |
| <#Lines.OrderAcceptedDate> | The date when the order status is set to In Progress. This means that the proposal had has been accepted by the client. |
| <#Lines.OrderDoneDate> | The date when the order status is set to Work done. This status is set by the project manager when work is completed and deliverables are saved to the order. The client can optionally change the status to Approved or otherwise set back to In Progress if there are any problems. |
| <#Lines.OrderClosedDate> | The date when the order was closed by the project manager. The order status then is Closed. |
| <#Lines.OrderOption> | The order option selected when submitting the order. (Type of work clients or internal translation requesters selected) |
| <#Lines.OrderDomains> | The translation domains selected when submitting the order. |
<#Lines.OrderCF1> ... <#Lines.OrderCF50> | Order custom fields 1 to 50. As the platform administrator, you can create up to 50 custom fields for orders. To find out the ID (1, 2, ... 50) of a specific custom field, edit the custom field in "Settings" > "Custom Fields" > "Order". The ID is shown at the bottom of the editing popup. Also read: Finding Custom Field ID |
| <#Lines.CCF1>... <#Lines.CCF20> | Client company custom fields 1 to 20. As the platform administrator, you can create up to 20 custom fields for companies. To find out the ID (1, 2, ... 20) of a specific custom field, edit the custom field in "Settings" > "Custom Fields" > "Companies". The ID is shown at the bottom of the editing popup. Also read: Finding Custom Field ID |
| Project details | The project to which the order is attached. |
| <#Lines.ProjectReference> | The project reference. |
| <#Lines.ProjectStatus> | The project status title. |
| <#Lines.ProjectManager> | First and last name of the project manager (if any). |
| <#Lines.ProjectType> | The type of project. Prints either "Standard" or "Codyt". The former is for standard projects and the latter for Codyt projects. This title is not localized. |
| Invoice details | Contains details on the client invoice attached to the order. Otherwise, all fields are empty. |
| <#Lines.ClientInvoiceReference> | The invoice reference. |
| <#Lines.ClientInvoiceStatus> | The localized status of the invoice. The status also indicates if the invoice document is still a quotation or already an "invoice". Note that cancelled invoices are not included in this report. |
| <#Lines.ClientInvoiceEffectiveDate> | The effective date of the invoice. he financial period to which an invoice is attributed. Assigned when an invoice status moves from quotation to "Draft invoice". |
| <#Lines.ClientInvoiceNo> | The accounting invoice number. Assigned when the invoice status us set to "Approved". Inside Wordbee you can configure if this number is automatically assigned and how it is formatted. |
| <#Lines.ClientAmountExVAT> | The total invoice amount excluding VAT. |
| <#Lines.ClientAmountVAT> | The amount of VAT. |
| <#Lines.ClientInvoiceCurrency> | The currency code of the invoice, such as EUR, USD... Formatted as 3 letter ISO code. |
| <#Lines.ClientAmountExVATConv> | The total ex VAT amount converted to your currency. See also below and Languages, Dates and Currencies. |
| <#Lines.ConvertToCurrency> | The currency to which the above amount is converted. Same as <#MasterCurrency>. Formatted as 3 letter ISO code. |
| <#Lines.ClientInvoiceChangeDate> | The last status change of the invoice. |
| <#Lines.ClientInvoiceDate> | The accounting date of the invoice. Assigned when the invoice status us set to "Approved". Inside Wordbee you can configure if this number is automatically assigned and how it is formatted. |
| <#Lines.ClientAmountIncVAT> | The total invoice amount including VAT. The sum of ClientAmountExVAT and ClientAmountVAT |
| <#Lines.ClientVATRate> | The VAT rate percentage. Provided as a string with percentage sign: "10%", "22.5%"... |
| Task/Languages | The service, i.e. language combination, task type, unit and unit price, reduction and more. IMPORTANT: In many cases some or all fields are not supplied with invoice details lines. In that case the respective fields below are simply empty. For example, an invoice details line may not specify the task or a language, or the unit price is missing, etc. |
| <#Lines.ServiceTaskName> | The task. Tasks are "Translation", "Revision", etc. Note that the task name is localized. For example, if an invoice contains details for translation then this field will be "Translation". |
| <#Lines.ServiceTaskCode> | The task code such as TR for translation or PROOF for proofreading. These codes can be viewed in Wordbee under Settings > Task categories. |
| <#Lines.ServiceSourceLocaleName> | The source language name. Note that the language names are localized. |
| <#Lines.ServiceTargetLocaleName> | The target language name. Note that the language names are localized. |
| <#Lines.ServiceSourceLocale> | The source language ISO code. Note that the language names are localized. |
| <#Lines.ServiceTargetLocale> | The target language ISO code. Note that the language names are localized. |
| Sales for Task/Languages | The total sales for work of the specification listed above. Note that an invoice may specify totals in each line without specifying a unit price or other properties. |
| <#Lines.ServiceTotal> | Total sales for the specification above. |
| <#Lines.ServiceTotalConv> | Total sales for the specification above converted to your currency (<#MasterCurrency> or <Lines.ConvertToCurrency>). |
| Metrics | Delays in the handling of the order. |
| <#Lines.OrderReceivedToProposal> | Total minutes from reception of the order to sending of proposal to client. This is the delay from <#Lines.OrderProposalDate> minus <#Lines.OrderReceivedDate>. The field is empty if either one of the dates are not yet set. |
| <#Lines.OrderDoneToDeadline> | Total minutes between completion of the order with respect to deadline. A positive value means that the order was delivered before the deadline. A negative value means that the order was delivered to late. The field is empty if either <#Lines.OrderDoneDate> or <#Lines.OrderDeadline> is not available. |
| <#Lines.OrderAcceptedToDone> | Total minutes from acceptance of the quote by the client and completion of the order. This is the delay from <#Lines.OrderDoneDate> minus <#Lines.OrderAcceptedDate>. The field is empty if either one of the dates are not yet set. |
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