Pro Forma Report

Invoice

Report Parameters:

  • Job No: Job number you want to review on the report
  • Start Date: Date you would like to run the report from
  • End Date: Date you would like to run the report until

This report is to show you pro forma information of the job as per the date period you entered.

As the name suggested, the data shown in the report will show time entries and disbursements that have been posted, posted and invoiced, and haven’t been posted and invoiced.

This report will show you an overview of real time progression of the job as per monetary value:

This report can be set as standard job report. Please consult with your TimeTrak consultant about it.

Note: This report has been designed in the inbuilt TimeTrak Report Designer (not built into the website) meaning once the report parameters have been submitted there is the ability to print the report as well as export the report to another file type including an excel spreadsheet.

Reports designed in the inbuilt TimeTrak report designer can be customised to meet your requirements – you can discuss this with the TimeTrak support team: [email protected] These reports can also be setup as scheduled events and emailed to specified email addresses on a scheduled basis as per below:
https://timetrak.co.nz/blog/category/whitepaper-scheduled-events/

View a sample report here