The majority of business reports can be customized:
- Choose the columns to include and in which order
- Add your logo, your colours, your formatting
- Add formulas such as for financial calculations
- Add charts or pivot tables. Add more sheets.
Building your own reports is done in two steps:
- Add New Report - Clone an existing report and give it a new name.
- Edit Report Templates - Edit your new report's Excel template and customize layout and content.
All reports you create are based on existing default reports. These pages provide the information needed for template customization:
- Report S100 - Client and supplier costs - Details
- Report S101 - Client and supplier costs - Grouped by Service
- Report S102 - Client and supplier costs - By effective date
- Report S103 - Project profit and loss
- Report S105 - Project profit and loss - By service
- Report S106 - Project profit and loss - By service - Compact
- Report S107 - Client and supplier costs - By language
- Report S108 - Languages - Profit and Loss Analysis
- Report S300 - Client orders
- Report S301 - Client sales - Grouped by service
- Report S302 - Client sales by task and languages
- Report S303 - Client sales - Details
- Report S400 - Project Jobs and Documents
- Report S401 - List - Completed Jobs
- Report S402 - List - Not Completed Jobs
- Report S403 - List - Assigned Jobs
- Report S404 - List - Not Assigned Jobs
- Report S405 - List - Cancelled Jobs
- Report S410 - Jobs - Counts & Costs
- Report S420 - View - Jobs Volume
- Report S421 - View - Jobs Pretranslations
- Report S503 - Supplier Services And Prices
- Report S504 - Client Services And Prices
- Report S530 - Supplier Work Days
- Report S531 - Supplier Work Days - By Service
- Report S540 - Supplier Ratings
- Report S600 - MT Hive Usage Report
- Report S700 - Project and Jobs labels
- Report S710 - Document translations, revisions and comments
- Report S711 - Document translations, revisions and comments for all language versions
What if my reporting needs go beyond what I can customize myself?
Wordbee can build reports for you. Please contact us for more information and pricing.