Clients & Profits | Visual Feature Guide

Snapshot reports provide a simple way to see essential information about the business. The idea behind snapshot reports is simple: Snapshot reports are designed to give managers quick “snapshots” of jobs, costs, billings, and financial information that are easy to print without programming.

Snapshot reports summarize key parts of your database, including jobs, costs, payables, receivables, and financials. These reports use information posted through- out Clients & Profits, so they’re always accurate and timely. This section explains, in depth, how to:

■ print production and traffic reports for open jobs and tasks
■ print job cost reports showing buyouts, time, and in-house expenses
■ print work in progress reports for billing
■ print client and vendor account agings
■ print productivity reports that analyze time
■ print profitability reports from jobs and tasks
■ print cash flow reports
■ print financial statements
■ print media analysis reports

Printing snapshot reports is easy: Simply choose a command from the Snapshots menu, make your selections, then click Print. Report options determine how data will be selected, sorted, and printed. Your report can be printed to the window (for a quick on-screen review of the data), to the printer, or to disk as a word processor text file. Every snapshot window lets you select from various options, all of which make your report slightly different. That’s why there isn’t really one “snapshot” report for production, for example; different versions of the same basic report let you somewhat tailor the report to your exact needs. Some snapshot windows have more options than others, depending on what’s being printed.

Anyone can print snapshot reports if they have the proper access privileges. If a user has access to a particular snapshot window, he or she can use any of the window’s reports and options.

Contents
Jobr : Production	Production reports show status, traffic and schedules from jobs and tasks. It's the only way to get job status lists, traffic reports, and job schedules for all of your jobs in production.
Work in Progress (Billing Hot Sheet)	Work in Progress reports compare estimates, costs, open purchase orders, and unbilled costs from jobs and clients.
Job Costs	ob Costs reports summarize purchases, time, expenses, and checks by job, task, or client -- every cost you've incurred for a week, month, or any period by client, job, or task.
Vendor Account Aging	These reports show unpaid invoices from A/P. You can see unpaid invoices in detail, or just see each vendor's balance due. The vendor aging can be run as of the current date or through any prior period.
Client Account Aging	Client Account Aging reports show unpaid invoices from Accounts Receivable. You can see each unpaid invoice, or just the total balance due for each client.
Cash Flow	The Cash Flash window shows your current cash balance and outstanding A/P and A/R balances. A schedule of payments and cash receipts can be set up to help you plan your cash needs.
Profitability	Profitability reports show profit and loss from jobs and tasks. You can analyze the job's profit to date, or just profit earned for the month's billings and costs.
Productivity	Productivity reports show how time was spent from Time Sheets. You can quickly see how your staff is utilizing their time by client, department or profit center -- for a week, a month, or any period of time.
Financials	This encompasses the Income Statement, Balance Sheet, Trial Balance, Detailed General Ledger, and Statement of Cash Flows. You can print financials anytime during the month, seeing your up-to-the-minute balances.
Custom Reports	Helpful utilities for renumbering records, purging old data, etc.
	THE MOST-ASKED-ABOUT QUESTIONS ABOUT SNAPSHOT REPORTS: How can I restrict who can print a snapshot report?

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Snapshots : The Birds-Eye View