Page 20 - GC Using the Reports Dashboard_eBook(SDL)

Contract Filters contracts by workflow stages Available options are configured by the
to display only contracts of a
Administrator in Admin > Setup
Status selected status
Specifies the date range of contract Custom Date Range – Selects specific
awards to include in report output Begin and End dates by either typing in the
Contract dates directly or using the calendar icon

Award Named Date Range – Allows the user to
Dates specify a date range using a list of preset

options.
Narrows down which Customer Org Code – Use a keyword or wildcard
Organizations will be included in search to filter Customers by their Org Code
output
Customer
Org Name – Use a keyword or wildcard
search to filter Customers by their
Organization Name

Tour 2.2 – Contract Brief

This report can be accessed by Faye Contracts (fcontracts).

Additional Reports with Contracts as Search Criteria

The Project Accounting reports shown below can include Contract data as a search
criteria and will display data for the related project(s) in the output.

PERIODIC REPORTS DESCRIPTION
Displays a forecasted job summary report based on
plans/assignments and actuals for specified projects within a
Cost Summary given date range

Displays a forecasted cost summary comparing
plans/assignments to actuals for specified projects in a given date
Cost Summary Bar & Line Chart range; output displays a bar chart and may include a cumulative
line

Generates a forecasted cost summary for specific projects within
a given date range and includes the forecast at completion based
Cost Summary & Status on plans/assignments and actuals

SUMMARY REPORTS DESCRIPTION
Billing & Revenue Summary Displays the status of billable items and revenue on projects as a
one-line summary

Project Summary by Cost Element Presents all costs for specified project(s) as a one-line summary

LESSON 2: REPORTS DASHBOARD
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