Report Categories

The categories of reports are sorted alphabetically. There are two main types of reports: (1) Lists of items which you can configure in Settings, and (2) Data-driven reports.

Below is a list with descriptions of each category of standard reports

Category	Type	Description
1099	Data	1099 eligible payments with Tax ID and Amounts. This is used to determine which vendors should receive a 1099 form.
Account Codes	List	A list of account codes in the Chart of Accounts
Account Register	Data	A running tally of transaction in accounts, by date with the balance after each entry.
Accounts Payable	Data	Open accounts payable entries, with amounts, aged by Current, 30 days, 60 days, and 90 Days.
Accounts Receivable	Data	Open accounts receivable entries, with amounts, aged by Current, 30 days, 60 days, and 90 Days.
Activities and Time Sheets	Data	Activities entries from the Activities and Time Billing sections.
Activity	List	A list of activities types, created in Settings > Activities
Address Code 1	List	A list of custom labels in Address Code 1 created in Settings > Address Code 1
Address Code 2	List	A list of custom labels in Address Code 2 created in Settings > Address Code 2
Address Types	List	A list of various address types related to your Address IDs
Budgets	Data	A 12-period budget to compare to your income statement. Created in Settings > Budgets. Note: For client budgets, see Project Worksheet Budgets
Cash Disbursements	Data	Cash disbursements with Check #, Dates, and Amount(s)
Cash Receipts	Data	Cash receipts with Client, Date, Check # and Amount(s)
Chart of Accounts	List	The list of accounts in General Ledger by account Type
Contacts	Data	A list of all contacts, related to addresses
Deposit Slip	Data	A list of receipts deposited on a specific date in Accounting > Make Deposit section.
Employee Groups	List	A list of employee group for use in Time Billing and Activities created in Settings > Employee Groups
Employees	List	A list of employees in Settings > My Employees
Finishes	List	A list of Finishes which can be pulled into items, created in Settings > Finishes
Inventory	Data	Inventory items with images, inventory ID, description, quantities, amounts, etc.
Invoices	Data	Invoices created in projects, with invoice dates, description, and amounts
Item Code 1	List	A list of custom labels in Item Code 1 used to tag items. Created in Settings > Item Code 1
Item Code 2	List	A list of custom labels in Item Code 2 used to tag items. Created in Settings > Item Code 2
Items	Data	A comprehensive set of reports to view items in projects. Common referred to as Project Worksheets. Containing any data in the Item List or Item detail.
Journal Entries	Data	A list of posted journal entries for specific filter selections
Journals	List	A list of Journal entry types. Created in Settings > Journals
Make Payment Import		A list of imported transactions sitting in bank import not yet posted.
Orders	Data	Orders created in Projects, with Order dates, description, and amounts
Other Costs	List	A list of Other costs that can be added to items, with income and expense accounts, and default settings.
Payment Application	Data	Reports detailing client payments, with check #, date, and showing to which items payments have been applied
Payment Type	List	A list of payment types for order and office payments
Products	Data	Products with images, default vendor, description, details, pricing, etc.
Proposals	Data	Proposals created in Projects, with Proposal dates, description, and amounts
Reconciliation Outstanding	Data	A list of transactions waiting to be reconciled.
Reconciliation Reconciled	Data	A list of reconciled transactions for a specific statement date.
Reoccurring List	Data	The list of reoccurring journal entry groups.
Room List	List	A list of custom room list created in Setting > Room Lists
Rooms	List	A list of custom rooms associated with the custom room list. Created in Setting Rooms
Sales Codes	List	A list of Sales Codes with associated income and cost of sale accounts.
Sales Tax	Data	Details of the transaction with associated sales tax, used for calculating local/state sales tax. Consult your tax professional.
Ship Via	List	A list of Ship Via. Created in Settings > Ship Via
Tax locations	List	A list of Tax locations configured for project tax defaults with location, tax %
Terms	List	A list of terms to appear on Orders and Invoices. Created in Settings > Terms
Time Rates	List	A list of Time rates associated with Time Billing and Activities. Created in Settings > Terms.
Transactions	Data	A list of transactions with account, Data, Client ID, Vendor ID, Description, etc.
Units of Measure	List	A list of Unit types (Each, Sq Ft, Yards, Rolls, etc), created in Settings > Units of Measure.
Vendor Deposits	Data	Deposits paid to vendors for items not yet invoiced.
Work in Progress	Data	Items on orders not yet on invoices with Vendor ID, Client ID, Order #, Order Date, and Amounts.