Client Status Report |
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The Client Status Report is accessed from the Reports Window - Project Management folder. The Client Status Report is designed to be given to the Client as it shows the pertinent information of each Item in the specified Project including Estimated Pricing, Invoice status, Ordered Date information, etc.
This report requires a Client code to be entered and has ranges for Projects, Locations, Proposal and Invoice Numbers to narrow the scope of the report.
The Complete option can be used to filter the report to only display Items indicated as Completed or not Completed. Listing all active Items in the Project is the default selection. Calculation: This report offers the ability to calculate the pricing based on four different calculations.
Show Details: Choosing Yes will show the Proposal and Invoice Numbers below their respective columns, as well as the Check Number information for the Deposit and Amount Paid columns.
Report Format - there are three formats of the Client Status Report available:
Show Full Description: This option allows you to decide to show only one line of the Item Description (No) or the full Item Description (Yes).
Show Items: Decide which Items to show - All Items, Items with Deposit Received only, Items Invoiced only, or Items with a Deposit Received or Invoiced.
Show Color Status: Choose Yes if you want the Item color-coded status to print below the Date Columns (the Show Details selection MUST also be set to Yes).
Item Status: Select to show ALL, or ONLY one of the Item color-coded Status choices listed in the Drop Down.
See Company Advanced Options Window - Print Tab for more information on the Status Dates that can be chosen to be printed on this report.
Example of a Client Status report:
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