General information about all reports
In general, the data in the report is taken according to the DUZP (some custom reports are then according to the date of creation of the statement, etc.).
The exchange rate is taken according to the DUZP, which was valid from the central bank.
Credit notes - displayed in reverse value.
Quick invoices - displayed without hours.
Managerial report by cases
Client
The client on whom work was performed during the given period
Case
The case on the client on whom work was performed during the given period
Reported internal hours
If the case is internal, these are the hours reported on the given case
Reported client hours
If the case is not external, these are the hours reported on the given case
Written off
How many hours were discarded on the given case
Entered into invoicing
How many reported hours were moved to Billing Preparation
Billed hours
How many hours from the given case were billed in the given period
Invoiced amount
What amount was invoiced for the given case
Real hourly rate
If we have any invoiced hours (i.e., it is not a quick invoice), we divide the invoiced amount by the invoiced hours, which gives us the real hourly rate
Hours not yet invoiced
How many reported hours have not yet been invoiced
Amount not yet invoiced
Value of hours awaiting invoicing
List of roles associated with the given case
Managerial report by users
Name
User name
Role
His/her role in the system
Workload
What percentage of the workload he/she has
Work fund
How many hours he/she has in the given period based on his/her workload
Reported internal hours
How many hours he/she reported on internal cases in the given period
Reported client hours
How many hours did he/she report on client cases in the given period
Written off
How many hours were discarded on the given case
Entered into billing
How many reported hours were moved to Billing Preparation
Billed hours
How many hours from the given case were billed in the given period
Invoiced amount
What amount was invoiced for the given case
Real hourly rate
If we have any invoiced hours (i.e., it is not a quick invoice), we divide the invoiced amount by the invoiced hours, which gives us the real hourly rate
Hours not yet invoiced
How many reported hours have not yet been invoiced
Amount not yet invoiced
Value of hours awaiting invoicing
Report of my work
Filtered only for the given user
Focus on the user and the number of hours spent in individual statuses
Client
List of clients on which the given user worked during the given period
Case
List of cases on which the given user worked during the given period
Reported internal hours
How many hours were reported on internal cases in the given period
Reported client hours
How many hours were reported on client cases in the given period
Written off
How many hours were discarded on the given case
Entered into billing
How many reported hours were moved to Billing Preparation
Invoiced hours
How many hours from the given case were invoiced in the given period
Hours not yet invoiced
How many reported hours have not yet entered invoicing
List of roles associated with the given case