Within Insights, a wealth of information is provided through reports. You may be looking for registered and/or written-off costs. Who has registered costs? Have the costs been invoiced yet? This report helps you answer these and other questions.
The Report is Divided into Several KPIs and a Detail View of Costs.
KPIs
The KPIs "move" with the filters that are applied.
All cost registrations: Shows the total of cost registrations in value and in number.
Write-offs: Shows the total write-offs in value and in number.
Invoices: Shows the total of cost registrations that have been registered as 'invoice' by an employee from the time-tracking module, in value and in number.
Project purchases: Shows the total of cost registrations that have been registered via the project module (tab Project Purchases), both in number and value.
Detail View
In the table found under the KPIs, you will see the cost registrations based on your filter selection. By right-clicking on the top of the table, columns can be added or removed. The following columns are available:
Date (of the registration)
Invoice status (note: with invoice methods 'fixed price' and 'subscription', the status will always be 'open')
Invoice date (note: with invoice methods 'fixed price' and 'subscription', the date will show 'N/A')
Invoice number (note: with invoice methods 'fixed price' and 'subscription', the number will show 'N/A')
Relationship
Project
Project manager
Project number
Standard service
Service
Service number
Invoice method
Employee (for project purchases, this column shows 'N/A')
Cost type
Cost type category (project purchase or invoice)
Total purchase value
Quantity
Total sales value
Write-off date
Once you’ve made your selection, you can download the dataset by clicking the three dots > Download > CSV file.
The CSV file can then be opened/imported into Excel for further analysis.