Report Center

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BillQuick Online Report Center screen contains links that allow you to access, view reports,apply or filters before doing so. BillQuick Online provides a wide variety of preset standard reports designed to give you quick and easy access to your company-related information. The Report Center groups similar reports together under groups. Click any report category on the left to select the relevant report. The list of available reports pertaining to the selected category is displayed on the right.

 

Report filters allow you to change the scope of a report. When you create a report, it can show more information than you need. When you apply a filter to a report, you choose how you want BillQuick Online to restrict the report to a certain criteria. It then excludes from the report any information that does not your criteria. Filters enable you to display reports utilizing only the information you want to include. The intersection of data produced by applying all filters is what is displayed on the report. 

 

For example, if you make activities or expenses billable to a client or project, the Project Time & Expense Report initially shows unbilled costs for all projects and for all dates. This would be too much information if all you wanted were to see last year's unbilled costs to one of the projects. You would use the Date Filters to print last year's report for all projects in BillQuick Online database. However, to print last year's report for a particular project, you must use the date filter along with the Project ID filter. Each additional filter further restricts the scope of the report. Choose a category and then select the report you want from the list of available reports.

 

There is a panel on the left that contains a list of all the reports available in BillQuick Online. The panel has three tabs:

 

 

You can click on the icon next to a report name to view its description.

 

Report Center Button Panel

 

Search :

This enables you to search for a particular report in the grid. You can search for a report using full or partial name or any other field. BillQuick Online displays the matching records in a drop-down list based on what you type in the search text box. The items displayed get narrowed down as you keep on typing. For example, you might want to search for a report whose name starts with letter A. As you type letter A, all names beginning with letter A are displayed in the drop-down. As you keep on typing more letters it displays more relevant results.

 

Help:

Opens the BillQuick Online Help in the Report Center section.

 

Options

 

Save:

Saves the current report settings to a specified name. It is also used to update an existing report setting. This option is visible for memorized reports only.

 

Save As:

To save an existing memorized report under a new name (for example, after modifying filters or SQL strings), click Save As. Enter up to 50 characters for the name. Be sure to give your reports descriptive names for easy identification in the future. This option is visible for memorized reports only.

 

Memorize:

Allows you to create a new memorized report. It memorizes the selected report allowing you to give it a specific name. You can also define the Report Group to save it to, to ease your access to the report later.

 

Favorite:

Saves the currently displayed report as a Favorite report. Reports marked favorite are displayed in the Favorite tab to the right.

 

Clear:

Click to clear all current report filters.

 

Clear All:

Click to clear filters saved with a memorized report.

 

Legacy View:

Checked, the reports are listed in the traditional/older view with the report file names (.rpt).

 

Is Private:

Select this check box to prevent other BillQuick Online users from viewing your memorized report.

 

Show Active Items Only:

When checked, records with only active status are displayed on a report. However, you can uncheck it to view all items.

 

Email:

Click to email a report as an attachment in one of the following formats:

 

Export:

Click to save and export the selected report in the desired file format. The export options include:

 

Add:

Click to add your custom reports or invoices to the report list in Report Center. It allows you to choose and attach the file to your BillQuick Online account. You can also add it as an on-screen report by selecting the Show On-Screen option and choosing that screen when attaching the custom report file. BillQuick Online adds the custom report to the on-screen reports on that screen.

 

View:

Click the View button to open the selected report in the PDF layout after applying the desired filters. Viewing a report opens it in the PDF viewer by default.

 

Close:

Click to close the current page and return to the Home page. 

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