Report builder data fields reference (WorkflowMax)

Click any of the report types listed below for details of the data fields available in the WorkflowMax report builder when building reports from scratch.

• Client & contact report

  Table	Field	Description
  Client	Account Manager	Partner at Client Level
  Client	Address	Physical Street Address
  Client	Billing Details	Billing Client
  Client	Client
  Client	Country
  Client	Email
  Client	Export Code
  Client	Fax
  Client	Job Manager	Manager at Client Level
  Client	Phone
  Client	Post Code	Physical Address Post Code
  Client	Postal Address	Postal Street Address
  Client	Postal Country
  Client	Postal Post Code
  Client	Postal State/Region
  Client	Postal Town/City
  Client	Referral Source
  Client	State/Region
  Client	Status	Client status (Archived or Prospect)
  Client	Town/City
  Client	Type	Client Types set in Business > Settings > Client Settings > Client Type tab
  Client	Web Site
  Client	Zero Rated Tax	Yes or No
  Contact	Addressee
  Contact	Contact
  Contact	Email
  Contact	Mobile
  Contact	Phone
  Contact	Position
  Contact	Salutation

• Client note report

  Table	Field	Description
  Note	Added By
  Note	Date
  Note	Folder
  Note	Text
  Note	Title
  Client	Account Manager
  Client	Address
  Client	Billing Details
  Client	Client
  Client	Country
  Client	Email
  Client	Export Code
  Client	Fax
  Client	Job Manager
  Client	Phone
  Client	Post Code
  Client	Postal Address
  Client	Postal Country
  Client	Postal Post Code
  Client	Postal State/Region
  Client	Postal Town/City
  Client	Referral Source
  Client	State/Region
  Client	Status
  Client	Town/City
  Client	Type
  Client	Web Site
  Client	Zero Rated Tax

• Current job report

  Table	Field	Description
  Job	% Complete	(Total Actual Time / Total Estimated Time) x 100
  Job	Actual Time
  Job	Actual Time this Month
  Job	Billable
  Job	Billable (Costs)
  Job	Billable (Time)
  Job	Budget
  Job	Client Number
  Job	Completed Date	System recorded date on the last time the job was changed to "Completed" state
  Job	Cost
  Job	Date Created	System recorded date on creation
  Job	Date Last Invoiced
  Job	Date Last Payment
  Job	Date Time Last Entered
  Job	Description
  Job	Draft Invoice
  Job	Due Date
  Job	Estimated Billings
  Job	Estimated Time
  Job	Has Tasks?
  Job	Invoiced
  Job	Job No.
  Job	Job Summary
  Job	Manager
  Job	Milestones
  Job	Milestones (Completed)
  Job	Milestones (Uncompleted)
  Job	Name
  Job	Partner
  Job	Priority
  Job	Quoted
  Job	Quoted (excl deposits)
  Job	Remaining Time
  Job	Staff
  Job	Start Date
  Category	Category
  Client	Account Manager
  Client	Address
  Client	Billing Details
  Client	Client
  Client	Country
  Client	Email
  Client	Export Code
  Client	Fax
  Client	Job Manager
  Client	Phone
  Client	Post Code
  Client	Postal Address
  Client	Postal Country
  Client	Postal Post Code
  Client	Postal State/Region
  Client	Postal Town/City
  Client	Referral Source
  Client	State/Region
  Client	Status
  Client	Town/City
  Client	Type
  Client	Web Site
  Client	Zero Rated Tax
  Contact	Contact
  Contact	Email
  Contact	Mobile
  Contact	Phone
  Contact	Position
  State	State

• Custom client rates report

  Table	Field	Description
  Client Rate	Client Rate	Custom client rate set up for the client
  Client Rate	Task	Includes standard Task name setup in Task Settings and also "Default Task Rate" which used to set a single custom client rate for all tasks
  Client Rate	Task Rate	Standard Task Rate from Task Settings
  Client	Account Manager
  Client	Address
  Client	Billing Details
  Client	Client
  Client	Country
  Client	Email
  Client	Export Code
  Client	Fax
  Client	Job Manager
  Client	Phone
  Client	Post Code
  Client	Postal Address
  Client	Postal Country
  Client	Postal Post Code
  Client	Postal State/Region
  Client	Postal Town/City
  Client	Referral Source
  Client	State/Region
  Client	Status
  Client	Town/City
  Client	Type
  Client	Web Site
  Client	Zero Rated Tax

• Invoice report

  Table	Field	Description
  Invoice	Aged Days	Current, 30, 60, 90+, Paid
  Invoice	Amount
  Invoice	Amount (incl tax)
  Invoice	Amount (Totalled)
  Invoice	Amount Outstanding (incl tax)
  Invoice	Amount Paid
  Invoice	Billing Type	Actual, Quoted, Miscellaneous
  Invoice	Client
  Invoice	Client Order No.
  Invoice	Contact
  Invoice	Costs Invoiced	Disbursement unit price
  Invoice	Costs Invoiced (at cost)	Disbursement unit cost
  Invoice	Date
  Invoice	Date Paid
  Invoice	Description
  Invoice	Due Date
  Invoice	Invoice No.
  Invoice	Job Category
  Invoice	Job Name(s)
  Invoice	Job Number(s)
  Invoice	Paid
  Invoice	Quote Number(s)
  Invoice	Referral Source
  Invoice	Sent
  Invoice	Tasks Invoiced
  Invoice	Type	Final, Progress, Miscellaneous
  Client	Account Manager
  Client	Address
  Client	Client
  Client	Country
  Client	Export Code
  Client	Fax
  Client	Job Manager
  Client	Phone
  Client	Post Code
  Client	Postal Address
  Client	Postal Country
  Client	Postal Post Code
  Client	Postal State/Region
  Client	Postal Town/City
  Client	Referral Source
  Client	State/Region
  Client	Status
  Client	Town/City
  Client	Type
  Client	URL	Same as [Client] Website
  Client	Zero Rated Tax

• Invoice (cancelled) report

  Table	Field	Description
  Invoice	Amount
  Invoice	Amount (incl tax)
  Invoice	Amount (Totalled)
  Invoice	Billing Type
  Invoice	Client
  Invoice	Contact
  Invoice	Date
  Invoice	Description
  Invoice	Invoice No.
  Invoice	Job Number(s)
  Invoice	Type

• Invoice (draft) report)

  Table	Field	Description
  Invoice	Amount
  Invoice	Amount (incl tax)
  Invoice	Amount (Totalled)
  Invoice	Billing Type
  Invoice	Client
  Invoice	Contact
  Invoice	Date
  Invoice	Description
  Invoice	Invoice No.
  Invoice	Job Number(s)
  Invoice	Type
  Client	Account Manager
  Client	Address
  Client	Client
  Client	Country
  Client	Export Code
  Client	Fax
  Client	Job Manager
  Client	Phone
  Client	Post Code
  Client	Postal Address
  Client	Postal Country
  Client	Postal Post Code
  Client	Postal State/Region
  Client	Postal Town/City
  Client	Referral Source
  Client	State/Region
  Client	Status
  Client	Town/City
  Client	Type
  Client	URL
  Client	Zero Rated Tax

• Invoice cost report

  Table	Field	Description
  Cost	Amount
  Cost	Amount (Totalled)
  Cost	Billing Type
  Cost	Code
  Cost	Cost
  Cost	Description
  Cost	Note
  Cost	Quantity
  Cost	Supplier
  Cost	Unit Cost
  Cost	Unit Price
  Invoice	Aged Days
  Invoice	Amount
  Invoice	Amount (incl tax)
  Invoice	Amount (Totalled)
  Invoice	Amount Outstanding (incl tax)
  Invoice	Amount Paid
  Invoice	Billing Type
  Invoice	Client
  Invoice	Client Order No.
  Invoice	Contact
  Invoice	Costs Invoiced
  Invoice	Costs Invoiced (at cost)
  Invoice	Date
  Invoice	Date Paid
  Invoice	Description
  Invoice	Due Date
  Invoice	Invoice No.
  Invoice	Job Category
  Invoice	Job Name(s)
  Invoice	Job Number(s)
  Invoice	Paid
  Invoice	Quote Number(s)
  Invoice	Referral Source
  Invoice	Sent
  Invoice	Tasks Invoiced
  Invoice	Type

• Invoice folder report

  Table	Field	Description
  Folder	Costs - billable (incl tax) per folder
  Folder	Costs - billable amount per folder
  Folder	Costs - cost per folder
  Folder	Description
  Folder	Folder
  Folder	Tasks - billable (incl tax) per folder
  Folder	Tasks - billable amount per folder
  Folder	Tasks - cost per folder
  Folder	Total - billable (incl tax) per folder
  Folder	Total - billable amount per folder
  Folder	Total - cost per folder
  Invoice	Aged Days
  Invoice	Amount
  Invoice	Amount (incl tax)
  Invoice	Amount (Totalled)
  Invoice	Amount Outstanding (incl tax)
  Invoice	Amount Paid
  Invoice	Billing Type
  Invoice	Client
  Invoice	Client Order No.
  Invoice	Contact
  Invoice	Costs Invoiced
  Invoice	Costs Invoiced (at cost)
  Invoice	Date
  Invoice	Date Paid
  Invoice	Description
  Invoice	Due Date
  Invoice	Invoice No.
  Invoice	Job Category
  Invoice	Job Name(s)
  Invoice	Job Number(s)
  Invoice	Paid
  Invoice	Quote Number(s)
  Invoice	Referral Source
  Invoice	Sent
  Invoice	Tasks Invoiced
  Invoice	Type

• Invoice note report

  Table	Field	Description
  Note	Added By
  Note	Billing Type
  Note	Date
  Note	Folder
  Note	Text
  Note	Title
  Invoice	Aged Days
  Invoice	Amount
  Invoice	Amount (incl tax)
  Invoice	Amount (Totalled)
  Invoice	Amount Outstanding (incl tax)
  Invoice	Amount Paid
  Invoice	Billing Type
  Invoice	Client
  Invoice	Client Order No.
  Invoice	Contact
  Invoice	Costs Invoiced
  Invoice	Costs Invoiced (at cost)
  Invoice	Date
  Invoice	Date Paid
  Invoice	Description
  Invoice	Due Date
  Invoice	Invoice No.
  Invoice	Job Category
  Invoice	Job Name(s)
  Invoice	Job Number(s)
  Invoice	Paid
  Invoice	Quote Number(s)
  Invoice	Referral Source
  Invoice	Sent
  Invoice	Tasks Invoiced
  Invoice	Type

• Invoice task report

  Table	Field	Description
  Task	Amount
  Task	Amount (Totalled)
  Task	Billable Rate
  Task	Billing Type
  Task	Description
  Task	Label
  Task	Name
  Task	Name + Label
  Task	Time
  Invoice	Aged Days
  Invoice	Amount
  Invoice	Amount (incl tax)
  Invoice	Amount (Totalled)
  Invoice	Amount Outstanding (incl tax)
  Invoice	Amount Paid
  Invoice	Billing Type
  Invoice	Client
  Invoice	Client Order No.
  Invoice	Contact
  Invoice	Costs Invoiced
  Invoice	Costs Invoiced (at cost)
  Invoice	Date
  Invoice	Date Paid
  Invoice	Description
  Invoice	Due Date
  Invoice	Invoice No.
  Invoice	Job Category
  Invoice	Job Name(s)
  Invoice	Job Number(s)
  Invoice	Paid	Yes or No
  Invoice	Quote Number(s)
  Invoice	Referral Source
  Invoice	Sent	Yes or No
  Invoice	Tasks Invoiced	Amount
  Invoice	Type	Miscellaneous, Progress Invoice, Final Invoice

• Invoiced time report

  Table	Field	Description
  Time	Base Rate
  Time	Billable
  Time	Cost
  Time	Date
  Time	Invoiced Amount
  Time	Invoiced Amount (Totalled)
  Time	Invoiced Rate
  Time	Invoiced Time
  Time	Invoiced Time (Totalled)
  Time	Note
  Time	Time
  Time	Write Up Amount
  Time	Write Up Amount (Totalled)
  Time	Written Up Time
  Invoice	Date
  Invoice	Invoice Number
  Job	% Complete
  Job	Account Manager
  Job	Billing Details
  Job	Budget
  Job	Capacity Reducing
  Job	Category
  Job	Client
  Job	Client Order No.
  Job	Completed Date
  Job	Contact
  Job	Description
  Job	Due Date
  Job	Invoiced
  Job	Job Manager
  Job	Job No.
  Job	Job Summary
  Job	Milestones
  Job	Milestones (Completed)
  Job	Milestones (Uncompleted)
  Job	Name
  Job	Partner
  Job	Priority
  Job	Staff
  Job	Start Date
  Job	State
  Staff	Name
  Staff	Payroll Code
  Task	Actual Time
  Task	Billable
  Task	Estimated Time
  Task	Folder
  Task	Label
  Task	Name
  Task	Name +Label
  Task	Remaining Time

• Job report

  Table	Field	Description
  Job	Actual Cost	Total of Actual Cost (Costs) plus Actual Cost (Time)
  Job	Actual Cost (Costs)	Supplier Cost
  Job	Actual Cost (Time)	Staff Cost (based on Staff Base Rate)
  Job	Actual Time
  Job	Actual Time this Month
  Job	Billable	Total of Estimated Billings (excl. tax), that is Total of Billable Costs plus Billable Time
  Job	Billable- Actual Cost	Total of Estimated Billings less Actual Cost on job
  Job	Billable (Costs)	Actual Costs on job
  Job	Billable (Time)	Use Billable Rates based on applicable WorkflowMax rates hierarchy (ignores the actual rate at which time sheet was invoiced) and includes future time sheet
  Job	Budget	Job Budget
  Job	Client Number	Client Order Number
  Job	Completed Date
  Job	Date Created
  Job	Date Last Invoiced
  Job	Date Last Payment
  Job	Date Time Last Entered	Date on latest time sheet which could even be in the future
  Job	Days to Complete	How long a job takes to complete, that is from Start Date to Completed Date (not how long it is scheduled to take)
  Job	Description	Job Description
  Job	Draft Invoice	Draft Invoice Amount (excl. tax)
  Job	Draft Invoice (incl tax)
  Job	Due Date
  Job	Estimated Cost
  Job	Estimated Cost (Costs)
  Job	Estimated Cost (Tasks)
  Job	Estimated Time
  Job	Has Draft Invoice?
  Job	Has Invoice?
  Job	Has Purchase Order?
  Job	Has Quote?
  Job	Has Tasks?
  Job	Invoice Number(s)
  Job	Invoice Number(s) Last Month
  Job	Invoice Number(s) This Month
  Job	Invoiced
  Job	Invoiced- Billable	Similar to write on/off
  Job	Invoiced (incl tax)
  Job	Invoiced Costs
  Job	Invoiced Last Month
  Job	Invoiced Last Month (incl tax)
  Job	Invoiced This Month
  Job	Invoiced This Month (incl tax)
  Job	Invoiced Time	Hours
  Job	Invoiced Time Amount	Dollar amount
  Job	Job No.
  Job	Job Summary
  Job	Manager
  Job	Milestones
  Job	Milestones (Completed)
  Job	Milestones (Uncompleted)
  Job	Name
  Job	Outstanding (incl tax)	Unpaid invoice amounts
  Job	Paid
  Job	Partner
  Job	Priority
  Job	Profit	Similar to Invoice less Cost
  Job	Profit%
  Job	Profit (on costs)
  Job	Quoted
  Job	Quoted- Billable	Estimated profit
  Job	Quoted (exclDeposits)
  Job	Quoted (incl tax)
  Job	Quoted Amount (Costs)
  Job	Quoted Amount (Tasks)
  Job	Quoted to be Invoiced	Quoted amount less total net invoiced amount
  Job	Remaining Time
  Job	Staff
  Job	Start Date
  Category	Category
  Client	Account Manager
  Client	Address
  Client	Client
  Client	Country
  Client	Export Code
  Client	Fax
  Client	Job Manager
  Client	Phone
  Client	Post Code
  Client	Postal Address
  Client	Postal Country
  Client	Postal Post Code
  Client	Postal State/Region
  Client	Postal Town/City
  Client	Referral Source
  Client	State/Region
  Client	Status
  Client	Town/City
  Client	Type
  Client	URL
  Client	Zero Rated Tax
  Contact	Contact	Contacts assigned to jobs, if no contacts assigned, this field will be empty
  Contact	Email	Contacts assigned to jobs, if no contacts assigned, this field will be empty
  Contact	Mobile	Contacts assigned to jobs, if no contacts assigned, this field will be empty
  Contact	Phone	Contacts assigned to jobs, if no contacts assigned, this field will be empty
  Contact	Position	Contacts assigned to jobs, if no contacts assigned, this field will be empty
  State	State

• Job allocation report

  Table	Field	Description
  Staff	Staff	Individual staff assigned to a job
  Job	% Complete	(actual hours / estimated hours)*100
  Job	Account Manager	Partner at Client Level
  Job	Billing Details	Billing Client
  Job	Budget	Job Budget
  Job	Capacity Reducing	Yes or No
  Job	Category
  Job	Client
  Job	Client Order No.
  Job	Completed Date
  Job	Contact
  Job	Description
  Job	Due Date
  Job	Invoiced	Total amount invoices (excl. tax)
  Job	Job Manager	Manager at Job Level
  Job	Job No.
  Job	Job Summary
  Job	Milestones	List of all milestones
  Job	Milestones (Completed)	List of completed milestones
  Job	Milestones (Uncompleted)	List of uncompleted milestones
  Job	Name
  Job	Partner	Partner at Job Level
  Job	Priority
  Job	Staff	All staff assigned to a job
  Job	Start Date
  Job	State

• Job cost report

  Table	Field	Description
  Cost	Actual Cost?	Yes - Actual; No - Estimated
  Cost	Added By
  Cost	Amount	Unit price x qty
  Cost	Amount (incl tax)	(unit price x tax on tax rate 1) x qty
  Cost	Billable
  Cost	Code
  Cost	Cost	Unit Cost x qty
  Cost	Cost (incl tax)
  Cost	Date
  Cost	Description
  Cost	Folder
  Cost	Invoiced
  Cost	Note
  Cost	Price	Unit Price X qty
  Cost	Profit
  Cost	Quantity	list qty of each cost record
  Cost	Quantity (Summed)	list qty of each cost record but also gives a total qty calculation at the bottom/end of the report
  Cost	Quantity (Totalled)	able to display total a qty of different cost items based on prior fields
  Cost	Quantity Ordered
  Cost	Supplier
  Cost	Supplier Phone
  Cost	Unit Cost
  Cost	Unit Price
  Job	% Complete
  Job	Account Manager
  Job	Billing Details
  Job	Budget
  Job	Capacity Reducing
  Job	Category
  Job	Client
  Job	Client Order No.
  Job	Completed Date
  Job	Contact
  Job	Description
  Job	Due Date
  Job	Invoiced
  Job	Job Manager
  Job	Job No.
  Job	Job Summary
  Job	Milestones
  Job	Milestones (Completed)
  Job	Milestones (Uncompleted)
  Job	Name
  Job	Partner
  Job	Priority
  Job	Staff
  Job	Start Date
  Job	State

• Job document report

  Table	Field	Description
  Document	Added By
  Document	Date
  Document	File
  Document	Folder	Grouping folder in WorkflowMax
  Document	Note	Job note that is linked to the document (for example, shows the email (note) that is linked to the attachment)
  Document	Public
  Document	Title
  Job	% Complete
  Job	Account Manager
  Job	Billing Details
  Job	Budget
  Job	Capacity Reducing
  Job	Category
  Job	Client
  Job	Client Order No.
  Job	Completed Date
  Job	Contact
  Job	Description
  Job	Due Date
  Job	Invoiced
  Job	Job Manager
  Job	Job No.
  Job	Job Summary
  Job	Milestones
  Job	Milestones (Completed)
  Job	Milestones (Uncompleted)
  Job	Name
  Job	Partner
  Job	Priority
  Job	Staff
  Job	Start Date
  Job	State

• Job note report

  Table	Field	Description
  Note	Added By
  Note	Comment	Comments from other users on note but doesn't say who added it
  Note	Date
  Note	Folder
  Note	Public
  Note	Text
  Note	Title
  Job	% Complete
  Job	Account Manager
  Job	Billing Details
  Job	Budget
  Job	Capacity Reducing
  Job	Category
  Job	Client
  Job	Client Order No.
  Job	Completed Date
  Job	Contact
  Job	Description
  Job	Due Date
  Job	Invoiced
  Job	Job Manager
  Job	Job No.
  Job	Job Summary
  Job	Milestones
  Job	Milestones (Completed)
  Job	Milestones (Uncompleted)
  Job	Name
  Job	Partner
  Job	Priority
  Job	Staff
  Job	Start Date
  Job	State

• Job task report

  Table	Field	Description
  Task	% Complete
  Task	Actual Time
  Task	Actual Time (totalled)
  Task	Allocated
  Task	Billable
  Task	Billable Amount
  Task	Completed
  Task	Cost
  Task	Date Completed
  Task	Description
  Task	Due Date
  Task	Estimated Time
  Task	Folder
  Task	Invoiced Amount
  Task	Invoiced Time
  Task	Label
  Task	Name
  Task	Name +Label
  Task	Profit
  Task	Quoted Amount
  Task	Quoted Time
  Task	Remaining Time
  Task	Scheduled
  Task	Staff
  Task	Start Date
  Job	% Complete
  Job	Account Manager
  Job	Billing Details
  Job	Budget
  Job	Capacity Reducing
  Job	Category
  Job	Client
  Job	Client Order No.
  Job	Completed Date
  Job	Contact
  Job	Description
  Job	Due Date
  Job	Invoiced
  Job	Job Manager
  Job	Job No.
  Job	Job Summary
  Job	Milestones
  Job	Milestones (Completed)
  Job	Milestones (Uncompleted)
  Job	Name
  Job	Partner
  Job	Priority
  Job	Staff
  Job	Start Date
  Job	State

• Job task allocation report

  Table	Field	Description
  Task	Actual Time	List the actual time for each individual staff member (same task appear multiple times)
  Task	Actual Time (All Staff)	List the actual time for task in total
  Task	Allocated Time	List allocated time for each staff member (No time data appears if Time Allocation setting is based on Task only)
  Task	Billable
  Task	Completed
  Task	Date Completed	System generated time when user marks task as completed
  Task	Description	Task note
  Task	Due Date
  Task	Estimated Time (All Staff)	Total Estimated time for task
  Task	Folder
  Task	Label
  Task	Name
  Task	Name +Label
  Task	Remaining Time	List remaining time for each staff member (Estimate - Actual)
  Task	Scheduled	Yes/No Checkbox
  Task	Staff
  Task	Start Date
  Job	% Complete
  Job	Account Manager
  Job	Billing Details
  Job	Budget
  Job	Capacity Reducing
  Job	Category
  Job	Client
  Job	Client Order No.
  Job	Completed Date
  Job	Contact
  Job	Description
  Job	Due Date
  Job	Invoiced
  Job	Job Manager
  Job	Job No.
  Job	Job Summary
  Job	Milestones
  Job	Milestones (Completed)
  Job	Milestones (Uncompleted)
  Job	Name
  Job	Partner
  Job	Priority
  Job	Staff
  Job	Start Date
  Job	State

• Job to-do report

  Table	Field	Description
  To-do	Completed
  To-do	Date Completed
  To-do	Item
  To-do	Sequence	The number of the to-do item based on the order listed under the task
  To-do	Task Label
  To-do	Task Name
  To-do	Task Name+ Label
  Job	% Complete
  Job	Account Manager
  Job	Billing Details
  Job	Budget
  Job	Capacity Reducing
  Job	Category
  Job	Client
  Job	Client Order No.
  Job	Completed Date
  Job	Contact
  Job	Description
  Job	Due Date
  Job	Invoiced
  Job	Job Manager
  Job	Job No.
  Job	Job Summary
  Job	Milestones
  Job	Milestones (Completed)
  Job	Milestones (Uncompleted)
  Job	Name
  Job	Partner
  Job	Priority
  Job	Staff
  Job	Start Date
  Job	State

• Lead report

  Table	Field	Description
  Lead	Category
  Lead	Client	Same as [Client] client field
  Lead	Client Export Code
  Lead	Client Phone
  Lead	Contact
  Lead	Contact Email
  Lead	Contact Mobile
  Lead	Contact Phone
  Lead	Date
  Lead	Date Won/Lost
  Lead	Details
  Lead	Estimated Value
  Lead	Has Activity?
  Lead	Has Quote?
  Lead	Name
  Lead	Owner
  Lead	Referral Source	Same as [Client] Referral Source field
  Lead	State
  Client	Account Manager
  Client	Address
  Client	Client
  Client	Country
  Client	Export Code
  Client	Fax
  Client	Job Manager
  Client	Phone
  Client	Post Code
  Client	Postal Address
  Client	Postal Country
  Client	Postal Post Code
  Client	Postal State/Region
  Client	Postal Town/City
  Client	Referral Source
  Client	State/Region
  Client	Status
  Client	Town/City
  Client	Type
  Client	URL
  Client	Zero Rated Tax

• Lead activity report

  Table	Field	Description
  Activity	Completed	Yes or No
  Activity	Date
  Activity	Responsible
  Activity	Subject
  Lead	Category
  Lead	Client
  Lead	Client Export Code
  Lead	Client Phone
  Lead	Contact
  Lead	Contact Email
  Lead	Contact Mobile
  Lead	Contact Phone
  Lead	Date
  Lead	Date Won/Lost
  Lead	Details
  Lead	Estimated Value
  Lead	Has Activity?	Yes or No
  Lead	Has Quote?	Yes or No
  Lead	Name
  Lead	Owner
  Lead	Referral Source
  Lead	State	Won, Lost, Current

• Lead history report

  Table	Field	Description
  History	Added By
  History	Date
  History	Detail
  Lead	Category
  Lead	Client
  Lead	Client Export Code
  Lead	Client Phone
  Lead	Contact
  Lead	Contact Email
  Lead	Contact Mobile
  Lead	Contact Phone
  Lead	Date
  Lead	Date Won/Lost
  Lead	Details
  Lead	Estimated Value
  Lead	Has Activity?
  Lead	Has Quote?
  Lead	Name
  Lead	Owner
  Lead	Referral Source
  Lead	State

• Login history report

  This report type is available for New Zealand accounts only.

  Table	Field	Description
  Login History	Date
  Login History	IP Address
  Staff	Name
  Staff	Payroll Code

• Milestone report

  Table	Field	Description
  Milestone	Completed
  Milestone	Date
  Milestone	Date Completed
  Milestone	Folder
  Milestone	Milestone
  Job	% Complete
  Job	Account Manager
  Job	Billing Details
  Job	Budget
  Job	Capacity Reducing
  Job	Category
  Job	Client
  Job	Client Order No.
  Job	Completed Date
  Job	Contact
  Job	Description
  Job	Due Date
  Job	Invoiced
  Job	Job Manager
  Job	Job No.
  Job	Job Summary
  Job	Milestones
  Job	Milestones (Completed)
  Job	Milestones (Uncompleted)
  Job	Name
  Job	Partner
  Job	Priority
  Job	Staff
  Job	Start Date
  Job	State

• Payment report

  Table	Field	Description
  Payment	Payment Amount
  Payment	Payment Date
  Payment	Reference
  Invoice	Aged Days
  Invoice	Amount
  Invoice	Amount (incl tax)
  Invoice	Amount (Totalled)
  Invoice	Amount Outstanding (incl tax)
  Invoice	Amount Paid
  Invoice	Billing Type
  Invoice	Client
  Invoice	Client Order No.
  Invoice	Contact
  Invoice	Costs Invoiced
  Invoice	Costs Invoiced (at cost)
  Invoice	Date
  Invoice	Date Paid
  Invoice	Description
  Invoice	Due Date
  Invoice	Invoice No.
  Invoice	Job Category
  Invoice	Job Name(s)
  Invoice	Job Number(s)
  Invoice	Paid
  Invoice	Quote Number(s)
  Invoice	Referral Source
  Invoice	Sent
  Invoice	Tasks Invoiced
  Invoice	Type

• Purchase order report

  Table	Field	Description
  Order	Amount Invoiced	Amount on charge on invoice
  Order	Amount Receipted
  Order	Amount Receipted (incl tax)
  Order	Cost
  Order	Cost (incl tax)
  Order	Cost (Totalled)
  Order	Date
  Order	Description
  Order	Job Number(s)
  Order	Outstanding Amount	Difference between the order amount and receipted amount (price variation)
  Order	Outstanding Amount (incl tax)
  Order	Outstanding Ordered	Difference between order and receipt (due to quantity and item)
  Order	Outstanding Ordered (incl tax)
  Order	PO No.
  Order	State	Issued; Fully Received; Cancelled; Partially Received; Draft
  Order	Supplier
  Job	% Complete
  Job	Account Manager
  Job	Billing Details
  Job	Budget
  Job	Capacity Reducing
  Job	Category
  Job	Client
  Job	Client Order No.
  Job	Completed Date
  Job	Contact
  Job	Description
  Job	Due Date
  Job	Invoiced
  Job	Job Manager
  Job	Job No.
  Job	Job Summary
  Job	Milestones
  Job	Milestones (Completed)
  Job	Milestones (Uncompleted)
  Job	Name
  Job	Partner
  Job	Priority
  Job	Staff
  Job	Start Date
  Job	State

• Purchase order cost report

  Table	Field	Description
  Cost	Code
  Cost	Cost
  Cost	Description
  Cost	Note
  Cost	Ordered
  Cost	Received
  Cost	Unit Cost
  Order	Amount Invoiced
  Order	Amount Receipted
  Order	Amount Receipted (incl tax)
  Order	Cost
  Order	Cost (incl tax)
  Order	Cost (Totalled)
  Order	Date
  Order	Description
  Order	Job Number(s)
  Order	Outstanding Amount
  Order	Outstanding Amount (incl tax)
  Order	Outstanding Ordered
  Order	Outstanding Ordered (incl tax)
  Order	PO No.
  Order	State
  Order	Supplier

• Purchase receipt report

  Table	Field	Description
  Receipt	Amount
  Receipt	Date
  Receipt	Due Date
  Receipt	Invoice Number	Per supplier's bill
  Order	Amount Invoiced
  Order	Amount Receipted
  Order	Amount Receipted (incl tax)
  Order	Cost
  Order	Cost (incl tax)
  Order	Cost (Totalled)
  Order	Date
  Order	Description
  Order	Job Number(s)
  Order	Outstanding Amount
  Order	Outstanding Amount (incl tax)
  Order	Outstanding Ordered
  Order	Outstanding Ordered (incl tax)
  Order	PO No.
  Order	State
  Order	Supplier

• Purchase receipt item report

  Table	Field	Description
  Item	Code
  Item	Cost
  Item	Description
  Item	Quantity
  Item	Unit Cost
  Receipt	Amount
  Receipt	Date
  Receipt	Due Date
  Receipt	Invoice Number

• Quote report

  Table	Field	Description
  Quote	Accepted Options	Accepted option amounts only
  Quote	Amount
  Quote	Amount+ Accepted Options	Total quoted task + cost + option amount (also included if quote is only issued)
  Quote	Budget	(this may flow to the job at the time of accepting and creating the quote)
  Quote	Client
  Quote	Contact
  Quote	Date
  Quote	Date Accepted/Declined
  Quote	Declined Options
  Quote	Description
  Quote	Estimated Cost
  Quote	Gross Profit%	=Gross Profit Margin / Amount
  Quote	Gross Profit Margin	=Amount - Estimated Cost
  Quote	Has Lead?
  Quote	Job Number
  Quote	Name
  Quote	Number
  Quote	Options Amount	All option amounts
  Quote	Referral Source
  Quote	State	Draft; Accepted; Declined; Issued; Revised
  Quote	Type	Quote; Estimate
  Quote	Valid To
  Client	Account Manager
  Client	Address
  Client	Client
  Client	Country
  Client	Export Code
  Client	Fax
  Client	Job Manager
  Client	Phone
  Client	Post Code
  Client	Postal Address
  Client	Postal Country
  Client	Postal Post Code
  Client	Postal State/Region
  Client	Postal Town/City
  Client	Referral Source
  Client	State/Region
  Client	Status
  Client	Town/City
  Client	Type
  Client	URL
  Client	Zero Rated Tax

• Quote cost report

  Table	Field	Description
  Cost	Amount
  Cost	Amount (Totalled)
  Cost	Billable
  Cost	Code
  Cost	Cost
  Cost	Description
  Cost	Note
  Cost	Quantity
  Cost	Supplier
  Cost	Supplier Phone
  Cost	Unit Cost
  Cost	Unit Price
  Quote	Accepted Options
  Quote	Amount
  Quote	Amount+ Accepted Options
  Quote	Budget
  Quote	Client
  Quote	Contact
  Quote	Date
  Quote	Date Accepted/Declined
  Quote	Declined Options
  Quote	Description
  Quote	Estimated Cost
  Quote	Gross Profit%
  Quote	Gross Profit Margin
  Quote	Has Lead?
  Quote	Job Number
  Quote	Name
  Quote	Number
  Quote	Options Amount
  Quote	Referral Source
  Quote	State
  Quote	Type
  Quote	Valid To

• Quote folder report

  Table	Field	Description
  Folder	Costs - billable (incl tax) per folder
  Folder	Costs - billable amount per folder
  Folder	Costs - cost per folder
  Folder	Description
  Folder	Folder
  Folder	Tasks - billable (incl tax) per folder
  Folder	Tasks - billable amount per folder
  Folder	Tasks - cost per folder
  Folder	Total - billable (incl tax) per folder
  Folder	Total - billable amount per folder
  Folder	Total - cost per folder
  Quote	Accepted Options
  Quote	Amount
  Quote	Amount + Accepted Options
  Quote	Budget
  Quote	Client
  Quote	Contact
  Quote	Date
  Quote	Date Accepted/Declined
  Quote	Declined Options
  Quote	Description
  Quote	Estimated Cost
  Quote	Gross Profit%
  Quote	Gross Profit Margin
  Quote	Has Lead?
  Quote	Job Number
  Quote	Name
  Quote	Number
  Quote	Options Amount
  Quote	Referral Source
  Quote	State
  Quote	Type
  Quote	Valid To

• Quote note report

  Table	Field	Description
  Note	Added By
  Note	Date
  Note	Folder
  Note	Text
  Note	Title
  Quote	Accepted Options
  Quote	Amount
  Quote	Amount+ Accepted Options
  Quote	Budget
  Quote	Client
  Quote	Contact
  Quote	Date
  Quote	Date Accepted/Declined
  Quote	Declined Options
  Quote	Description
  Quote	Estimated Cost
  Quote	Gross Profit%
  Quote	Gross Profit Margin
  Quote	Has Lead?
  Quote	Job Number
  Quote	Name
  Quote	Number
  Quote	Options Amount
  Quote	Referral Source
  Quote	State
  Quote	Type
  Quote	Valid To

• Quote option report

  Table	Field	Description
  Quote Option	Amount
  Quote Option	Code
  Quote Option	Cost
  Quote Option	Declined
  Quote Option	Description
  Quote Option	Note
  Quote Option	Quantity
  Quote Option	Supplier
  Quote Option	Unit Cost
  Quote Option	Unit Price
  Quote	Accepted Options
  Quote	Amount
  Quote	Amount+ Accepted Options
  Quote	Budget
  Quote	Client
  Quote	Contact
  Quote	Date
  Quote	Date Accepted/Declined
  Quote	Declined Options
  Quote	Description
  Quote	Estimated Cost
  Quote	Gross Profit%
  Quote	Gross Profit Margin
  Quote	Has Lead?
  Quote	Job Number
  Quote	Name
  Quote	Number
  Quote	Options Amount
  Quote	Referral Source
  Quote	State
  Quote	Type
  Quote	Valid To

• Quote task report

  Table	Field	Description
  Task	Amount
  Task	Base Rate
  Task	Billable
  Task	Billable Rate
  Task	Description
  Task	Estimated Cost
  Task	Estimated Time
  Task	Invoiced
  Task	Label
  Task	Name
  Task	Name +Label
  Quote	Accepted Options
  Quote	Amount
  Quote	Amount+ Accepted Options
  Quote	Budget
  Quote	Client
  Quote	Contact
  Quote	Date
  Quote	Date Accepted/Declined
  Quote	Declined Options
  Quote	Description
  Quote	Estimated Cost
  Quote	Gross Profit%
  Quote	Gross Profit Margin
  Quote	Has Lead?
  Quote	Job Number
  Quote	Name
  Quote	Number
  Quote	Options Amount
  Quote	Referral Source
  Quote	State
  Quote	Type
  Quote	Valid To

• Recurring job report

  Table	Field	Description
  Recurring job	Budget
  Recurring job	Client Order No.
  Recurring job	Contact
  Recurring job	Description
  Recurring job	Duration
  Recurring job	End Date
  Recurring job	Exclude from Estimated Billings
  Recurring job	Manager
  Recurring job	Name
  Recurring job	Next Date
  Recurring job	Partner
  Recurring job	Repeat
  Recurring job	Staff
  Recurring job	State
  Recurring job	Template
  Client	Account Manager
  Client	Address
  Client	Client
  Client	Country
  Client	Export Code
  Client	Fax
  Client	Job Manager
  Client	Phone
  Client	Post Code
  Client	Postal Address
  Client	Postal Country
  Client	Postal Post Code
  Client	Postal State/Region
  Client	Postal Town/City
  Client	Referral Source
  Client	State/Region
  Client	Status
  Client	Town/City
  Client	Type
  Client	URL
  Client	Zero Rated Tax

• Supplier and contact report

  Table	Field	Description
  Supplier	Address
  Supplier	Country
  Supplier	Fax
  Supplier	Phone
  Supplier	Post Code
  Supplier	Postal Address
  Supplier	Postal Country
  Supplier	Postal Post Code
  Supplier	Postal State/Region
  Supplier	Postal Town/City
  Supplier	State/Region
  Supplier	Supplier
  Supplier	Town/City
  Supplier	Web Site
  Supplier	Zero Rated Tax
  Contact	Contact
  Contact	Email
  Contact	Mobile
  Contact	Phone
  Contact	Position

• Task admin report

  Table	Field	Description
  Task	Base Rate	(Per Task Settings)
  Task	Billable Rate
  Task	Description
  Task	Name

• Tax returns (including job info) report

  Table	Field	Description
  Tax Return	Date Filed	Actual filed date per history (not "To be filed date")
  Tax Return	Period From	tax return period
  Tax Return	Period To	tax return period
  Tax Return	State
  Tax Return	Tax Type
  Tax Return	Tax Year
  Client	Account Manager
  Client	Address
  Client	Billing Details
  Client	Client
  Client	Country
  Client	Email
  Client	Export Code
  Client	Fax
  Client	Job Manager
  Client	Phone
  Client	Post Code
  Client	Postal Address
  Client	Postal Country
  Client	Postal Post Code
  Client	Postal State/Region
  Client	Postal Town/City
  Client	Referral Source
  Client	State/Region
  Client	Status
  Client	Town/City
  Client	Type
  Client	Web Site
  Client	Zero Rated Tax
  Job	% Complete
  Job	Account Manager
  Job	Billing Details
  Job	Budget
  Job	Capacity Reducing
  Job	Category
  Job	Client
  Job	Client Order No.
  Job	Completed Date
  Job	Contact
  Job	Description
  Job	Due Date
  Job	Invoiced
  Job	Job Manager
  Job	Job No.
  Job	Job Summary
  Job	Milestones
  Job	Milestones (Completed)
  Job	Milestones (Uncompleted)
  Job	Name
  Job	Partner
  Job	Priority
  Job	Staff
  Job	Start Date
  Job	State

• Time report

  Table	Field	Description
  Time	Base Rate	Base rate per staff member
  Time	Billable	Yes or No
  Time	Billable Amount
  Time	Billable Amount (Totalled)
  Time	Billable Rate	Billable rate picked up job's financial settings (either staff billable rates or task billable rates)
  Time	Cost
  Time	Cost (Totalled)
  Time	Date
  Time	Finish
  Time	Note
  Time	Start
  Time	Submitted
  Time	Time
  Time	Time (Totalled)
  Job	% Complete
  Job	Account Manager
  Job	Billing Details
  Job	Budget
  Job	Capacity Reducing
  Job	Category
  Job	Client
  Job	Client Order No.
  Job	Completed Date
  Job	Contact
  Job	Description
  Job	Due Date
  Job	Invoiced
  Job	Job Manager
  Job	Job No.
  Job	Job Summary
  Job	Milestones
  Job	Milestones (Completed)
  Job	Milestones (Uncompleted)
  Job	Name
  Job	Partner
  Job	Priority
  Job	Staff
  Job	Start Date
  Job	State
  Staff	Name
  Staff	Payroll Code
  Task	Actual Time
  Task	Billable
  Task	Estimated Time
  Task	Folder
  Task	Label
  Task	Name
  Task	Name +Label
  Task	Remaining Time

• Time productivity report

  Table	Field	Description
  Time Productivity	% Billable	(billable time / total time) x 100
  Time Productivity	Billable Time
  Time Productivity	Date
  Time Productivity	Non Billable Time
  Time Productivity	Total Time
  Job	% Complete	(actual time / estimated time) x 100
  Job	Account Manager	Client's partner
  Job	Billing Details	billing client
  Job	Budget
  Job	Capacity Reducing	Yes or No
  Job	Category
  Job	Client
  Job	Client Order No.
  Job	Completed Date
  Job	Contact
  Job	Description
  Job	Due Date
  Job	Invoiced
  Job	Job Manager
  Job	Job No.
  Job	Job Summary
  Job	Milestones	all milestones (completed & uncompleted)
  Job	Milestones (Completed)
  Job	Milestones (Uncompleted)
  Job	Name
  Job	Partner	Job's account manager
  Job	Priority
  Job	Staff
  Job	Start Date
  Job	State
  Staff	Name
  Staff	Payroll Code	from within each staff settings
  Task	Actual Time
  Task	Billable
  Task	Estimated Time
  Task	Folder
  Task	Label
  Task	Name
  Task	Name +Label
  Task	Remaining Time

• WIP ledger report

  Table	Field	Description
  Ledger	Billable	Yes or No
  Ledger	Billable Amount	Depends on the ledger type and invoice billings setting. Disbursement = unit price of cost ; Time = staff billable rate (if billing based on staff rate), task billable rate (if billing based on task rate) ; Interim = total value of invoices issued to date on job, in negative value due to invoice raised
  Ledger	Billable Amount (Totalled)	Total billable amount x unit of time
  Ledger	Billable Rate	Depends on the ledger type and invoice billings setting. Disbursement = unit price of cost ; Time = staff billable rate (if billing based on staff rate), task billable rate (if billing based on task rate) ; Interim = total value of invoices issued to date on the job, postive amount
  Ledger	Billed?	Yes or No
  Ledger	Date	Date time / cost entered on job
  Ledger	Description
  Ledger	Invoice Number	Inv No. "WIP cleared"
  Ledger	Invoiced Amount	Depends on the ledger type and invoice billings setting. Staff billable rate Task billable rate
  Ledger	Invoiced Amount (Totalled)	Total invoiced amount x unit of time *Affected by [Ledger] Date
  Ledger	Invoiced Date
  Ledger	Invoiced Time	Unit of time entered on job and invoiced
  Ledger	Invoiced Time (Totalled)	Total unit of time entered on job and invoiced. *Affected by [Ledger] Date
  Ledger	Ledger Type	Time, Disbursement, Interim, Additional Time, Additional Disbursement
  Ledger	Note
  Ledger	Quantity	Cost quantity
  Ledger	Staff
  Ledger	Standard Amount	Time x Standard Rate
  Ledger	Standard Amount (Totalled)	Time (Totalled) x Standard Rate
  Ledger	Standard Rate	Depends on the ledger type and invoice billings setting. Standardised staff billable rate or unit price of cost
  Ledger	Time	Unit of time entered on job
  Ledger	Time (Totalled)	Total unit of time entered on job. *Affected by [Ledger] Date
  Ledger	Write On Amount	Write off (-) / write on (+) Invoiced Amount - Billable Amount
  Ledger	Write On Amount (Totalled)	Write off (-) / write on (+) Invoiced Amount (Totalled) - Billable Amount (Totalled)
  Client	Account Manager
  Client	Address
  Client	Client
  Client	Country
  Client	Export Code
  Client	Fax
  Client	Job Manager
  Client	Phone
  Client	Post Code
  Client	Postal Address
  Client	Postal Country
  Client	Postal Post Code
  Client	Postal State/Region
  Client	Postal Town/City
  Client	Referral Source
  Client	State/Region
  Client	Status
  Client	Town/City
  Client	Type
  Client	URL
  Client	Zero Rated Tax
  Job	% Complete
  Job	Account Manager
  Job	Billing Details
  Job	Budget
  Job	Capacity Reducing
  Job	Category
  Job	Client
  Job	Client Order No.
  Job	Completed Date
  Job	Contact
  Job	Description
  Job	Due Date
  Job	Invoiced
  Job	Job Manager
  Job	Job No.
  Job	Job Summary
  Job	Milestones
  Job	Milestones (Completed)
  Job	Milestones (Uncompleted)
  Job	Name
  Job	Partner
  Job	Priority
  Job	Staff
  Job	Start Date
  Job	State

• Work in progress report

  Table	Field	Description
  Job	% Complete	(actual hours / estimated hours)*100
  Job	Actual Time
  Job	Actual Time this Month
  Job	Billable	total billable (ie. billable (costs) plus billable (time))
  Job	Billable (Costs)
  Job	Billable (Time)
  Job	Budget	job budget
  Job	Client Number
  Job	Completed Date
  Job	Cost	(quantity x unit cost) plus (time x staff base rate)
  Job	Date Created
  Job	Date Last Invoiced
  Job	Date Last Payment
  Job	Date Time Last Entered
  Job	Description
  Job	Draft Invoice
  Job	Due Date
  Job	Estimated Billings	billable unbilled WIP
  Job	Estimated Time
  Job	Has Tasks?
  Job	Invoiced	total amount invoiced
  Job	Job No.
  Job	Job Summary
  Job	Manager	job manager
  Job	Milestones	all milestones (completed & uncompleted)
  Job	Milestones (Completed)
  Job	Milestones (Uncompleted)
  Job	Name
  Job	Priority
  Job	Quoted	quote amount (excl. tax)
  Job	Quoted (excl deposits)
  Job	Remaining Time
  Job	Staff
  Job	Start Date
  Category	Category
  Client	Account Manager
  Client	Address
  Client	Billing Details
  Client	Client
  Client	Country
  Client	Email
  Client	Export Code
  Client	Fax
  Client	Job Manager
  Client	Phone
  Client	Post Code
  Client	Postal Address
  Client	Postal Country
  Client	Postal Post Code
  Client	Postal State/Region
  Client	Postal Town/City
  Client	Referral Source
  Client	State/Region
  Client	Status
  Client	Town/City
  Client	Type
  Client	Web Site
  Client	Zero Rated Tax
  Contact	Contact
  Contact	Email
  Contact	Mobile
  Contact	Phone
  Contact	Position
  State	State

• Write offs (payments) report

  Table	Field	Description
  Write Off	Amount	Outstanding invoice amounts written off using the "Write off remaining balance" option
  Write Off	Date
  Invoice	Aged Days
  Invoice	Amount
  Invoice	Amount (incl tax)
  Invoice	Amount (Totalled)
  Invoice	Amount Outstanding (incl tax)
  Invoice	Amount Paid
  Invoice	Billing Type
  Invoice	Client
  Invoice	Client Order No.
  Invoice	Contact
  Invoice	Costs Invoiced
  Invoice	Costs Invoiced (at cost)
  Invoice	Date
  Invoice	Date Paid
  Invoice	Description
  Invoice	Due Date
  Invoice	Invoice No.
  Invoice	Job Category
  Invoice	Job Name(s)
  Invoice	Job Number(s)
  Invoice	Paid
  Invoice	Quote Number(s)
  Invoice	Referral Source
  Invoice	Sent
  Invoice	Tasks Invoiced
  Invoice	Type