The OfficeClip reports module provides a way of creating and managing reports online. The user can generate a variety of expense reports. They are described here:
information regarding the amount spent by each employee on various
Profitability by Project- Creates a total cost report based
on expenses and hours worked within a date range.
Summary- Summary of Expenses based on the Amount spent on
each Expense type.
List of Expense types.
Reimbursements- List of Reimbursements.
general reports developed by OfficeClip.
Custom Reports- Contains custom reports that are
created by the OfficeClip development team.
Reports can be generated based on different parameters. Depending on the needs of the company, they can be generated based on date of a project, profitability of a project, expenditure incurred in a project, etc.
To create new Reports:
Click> > > .
To view Reports:
Click> > .
You can see the list of reports. Click on the report you want to view.
You can also, , , and of the reports with these icons from the Actions column.
All reports can be exported to various formats like Adobe PDF (.pdf), Microsoft Word (.doc) and Microsoft Excel (.xls). Click on a report and then select a format from the toolbar and clickto preview the report.
Reports can be scheduled so that they can be run at predetermined times and emailed to OfficeClip Users. To view the Scheduled reports click on the Scheduled reports icon above the list of reports.
To schedule reports, click on the Schedule icon in the column.
Enter scheduling details for your report: daily, weekly or monthly.
Enter the email address of the person to whom the report is to be sent and the report format.
After finishing, click.
To enter a New Schedule, Clickto delete the old Report Schedule.
These reports are shared with the extranet users, who can only view reports in a restricted fashion (based on the filters they have been permitted to use). Shared reports can empower your customers, partners, and service providers to create reports for their specific needs based on the data they are allowed to access. To view the Shared reports click on the Shared reports icon above the list of reports.
To share a report, click on the icon on the report row in the Actions column