Report Field Definitions - Projects/Project Groups/Recurring Projects/Production Jobs

Modified on Mon, 3 Nov at 3:19 PM

When it comes to keeping track of projects in WorkGuru, there’s a stack of reports ready to help you stay on top of the important stuff. Think of this section like your local bartender giving you the run-down on what’s on tap tonight — you might not need every pint on the menu, but knowing what’s there can save you from some headaches later.

These reports cover everything from what projects are coming due, to how much money you’ve actually made, to those tricky “what was quoted vs what actually happened” questions. Some are quick one-liners, others go deep with pivot tables and all the trimmings. The idea here isn’t to drown you in jargon — it’s to give you a plain-English guide so you can use the right report at the right time.

PROJECT REPORTS

TABLE OF CONTENTS

Current Projects Due In Period

Overview
This report shows only projects due for completion within the selected date range. Handy if you just want a straight-up answer to “what do we need to finish this week/month/quarter?” without wading through all the other project noise.

Fields

Field	Notes / Expected Values	Description
ACTUALHOURS	hour/minutes	project total timesheet length
ASSET	text	project asset
BILLINGCLIENT	text	billing client name
CLIENT	text	client name
CLIENTPURCHASEORDER	text	transaction 'client PO'
CREATIONDATE	DD/MM/YYYY	project creation date
DATE	DD/MM/YYYY	project start date
DAY	numerical value	project start day
DAYOFWEEK	text	day name
DESCRIPTION	text	project description
DUEDATE	DD/MM/YYYY	project due date
FORECASTCOST	dollar value	project forecast cost
FORECASTTIME	hour/minutes	project forecast time
FORMATSTARTDATE	YYYY/MM/DD	project format start date
InvoicedBaseCurrency	dollar value	total project invoiced amount in base currency
ISOSTARTDATE	YYYY/MM/DD	project ISO start date
MONTH	numerical month/month name abbreviated	project start month
PROJECTGROUP	text	project group name
PROJECTGROUPDESCRIPTION	text	project group description
PROJECTMANAGER	text	project manager
PROJECTNAME	text	project name
PROJECTNO	numerical value	project number
PURCHASECOST	dollar value	actual purchase costs
QTR	month-month abbreviated	financial year quarter
QUOTE	numerical	quote number
QUOTEDATE	DD/MM/YYYY	Quote date
REPORTINGCATEGORYOPTION1	text	Xero tracking category tied to transaction (if enabled and imported from Xero)
REPORTINGCATEGORYOPTION2	text	Xero tracking category tied to transaction (if enabled and imported from Xero)
STARTDATE	DD/MM/YYYY	project start date
STATUS	text	project status
TOTAL	dollar value	project base currency total (total * exchange rate)
TOTALINVOICED	dollar value	total project invoiced amount
YEAR	numerical value	project start year
DOLLARPROFIT	dollar value	project profit

Projects Completed In Period

Overview
This report is all about wrapping things up — it lists projects that hit the finish line during your chosen date range. Great for checking what’s actually been delivered and closed off, rather than just what’s floating around half-done.

Fields

Field	Notes / Expected Values	Description
ACTUALHOURS	hour/minutes	project actual hours
ASSET	text	project asset
BILLINGCLIENT	text	project billing client
CLIENT	text	project client
CLIENTPURCHASEORDER	text	project 'Client PO'
COMPLETEDDATE	DD/MM/YYYY	project completed date
CREATIONDATE	DD/MM/YYYY	project creation date
DATE	YYYY/MM/DD	project creation date
DAY	numerical value	project creation day
DAYOFWEEK	text	project creation day name
DESCRIPTION	text	project description
DUEDATE	DD/MM/YYYY	project due date
FORECASTCOST	dollar value	project forecast cost
FORECASTTIME	hour/minutes	project forecast time
FORMATSTARTDATE	YYYY/MM/DD	project format start date
InvoicedBaseCurrency	dollar value	total project invoiced amount in base currency
ISOCOMPLETEDDATE	YYYY/MM/DD	project ISO completed date
ISOSTARTDATE	YYYY/MM/DD	project ISO start date
MONTH	numerical month/month name abbreviated	project start month
PROJECTGROUP	text	project group name
PROJECTGROUPDESCRIPTION	text	project group description
PROJECTMANAGER	text	project manager
PROJECTNAME	text	project name
PROJECTNO	numerical value	project number
PURCHASECOST	dollar value	project purchase cost
QTR	month-month abbreviated	financial year quarter
QUOTE	numerical	quote number
QUOTEDATE	DD/MM/YYYY	Quote date
REPORTINGCATEGORYOPTION1	text	Xero tracking category tied to transaction (if enabled and imported from Xero)
REPORTINGCATEGORYOPTION2	text	Xero tracking category tied to transaction (if enabled and imported from Xero)
STARTDATE	DD/MM/YYYY	project start date
STATUS	cancelled/completed	project status
TOTAL	dollar value	project base currency total (total x exchange rate)
TOTALINVOICED	dollar value	project total invoiced
YEAR	numerical value	project start year
DOLLARPROFIT	dollar value	project profit

All Projects Summary Report

Overview
A big-picture look at every project in the system, regardless of whether they’re open, closed, overdue, or still waiting to start. Use this one when you want a high-level snapshot of the whole workload.

Fields

Field	Notes / Expected Values	Description
ACTUALHOURS	hour/minutes	project actual hours
BILLINGCLIENT	text	project billing client
CLIENT	text	project client
CLIENTPURCHASEORDER	text	project 'client PO'
COMPLETEDDATE	DD/MM/YYYY	project completed date
CREATIONDATE	DD/MM/YYYY	project creation date
DUEDATE	DD/MM/YYYY	project due date
FORECASTCOST	dollar value	project forecast cost
FORECASTTIME	hour/minutes	project forecast time
FORMATSTARTDATE	YYYY/MM/DD	project format start date
InvoicedBaseCurrency	dollar value	total project invoiced amount in base currency
MONTH	numerical month/month name abbreviated	project start month
PROJECTGROUP	text	project group name
PROJECTGROUPDESCRIPTION	text	project group description
PROJECTMANAGER	text	project manager name
PROJECTNAME	text	project name
PROJECTNO	numerical value	project number
PURCHASECOST	dollar value	project purchases cost
QUOTE	numerical value	quote number
QUOTEDATE	DD/MM/YYYY	Quote Date
REPORTINGCATEGORYOPTION1	text	Xero tracking category tied to transaction (if enabled and imported from Xero)
REPORTINGCATEGORYOPTION2	text	Xero tracking category tied to transaction (if enabled and imported from Xero)
STARTDATE	DD/MM/YYYY	project start date
STATUS	text	project status
TOTAL	dollar value	project base currency total (total x exchange rate)
TOTALINVOICED	dollar value	project total
YEAR	numerical value	project start year
DOLLARPROFIT	dollar value	project profit

Quoted Projects Summary Report

Overview
This one’s about what’s been quoted, not necessarily what’s been started. It helps you track all projects that have made it to the quoting stage, giving you a view of your pipeline before jobs actually kick off.

Fields

Field	Notes / Expected Values	Description
ACTUALHOURS	hour/minutes	project actual hours
BILLINGCLIENT	text	project billing client
CLIENT	text	project client
CLIENTPURCHASEORDER	text	project 'client PO'
COMPLETEDDATE	DD/MM/YYYY	project completed date
CREATIONDATE	DD/MM/YYYY	project creation date
DUEDATE	DD/MM/YYYY	project due date
FORECASTCOST	dollar value	project forecast cost
FORECASTTIME	hour/minutes	project forecast time
FORMATSTARTDATE	YYYY/MM/DD	project format start date
InvoicedBaseCurrency	dollar value	total project invoiced amount in base currency
MONTH	numerical month/month name abbreviated	project start month
PROJECTGROUP	text	project group name
PROJECTGROUPDESCRIPTION	text	project group description
PROJECTMANAGER	text	project manager name
PROJECTNAME	text	project name
PROJECTNO	numerical value	project number
PURCHASECOST	dollar value	project purchases cost
QUOTE	numerical value	quote number
QUOTEDATE	DD/MM/YYYY	quote date
REPORTINGCATEGORYOPTION1	text	Xero tracking category tied to transaction (if enabled and imported from Xero)
REPORTINGCATEGORYOPTION2	text	Xero tracking category tied to transaction (if enabled and imported from Xero)
STARTDATE	DD/MM/YYYY	project start date
STATUS	text	project status
TOTAL	dollar value	project base currency total (total x exchange rate)
TOTALINVOICED	dollar value	project total invoiced
YEAR	numerical value	project start year
DOLLARPROFIT	dollar value	project profit

Project Value vs Invoiced Report by Start Date

Overview
This compares what a project was supposed to be worth (its value) against what’s actually been invoiced, broken down by start date. Great for spotting gaps between “what we thought we’d earn” and “what we actually billed.”

Fields

Field	Notes / Expected Values	Description
CLIENT	text	project client
CLIENTPURCHASEORDER	text	project 'client PO'
COMPLETEDDATE	DD/MM/YYYY	project completed date
CREATIONDATE	DD/MM/YYYY	project creation date
DATE	DD/MM/YYYY	project due date
DAY	numerical value	project creation day
DAYOFWEEK	text	project creation day name
FORECASTVALUE	dollar value	project forecast value
INVOICEDVALUE	dollar value	project invoiced value
MONTH	numerical month/month name abbreviated	project start month
PROJECTMANAGER	text	project manager name
PROJECTNAME	text	project name
PROJECT	numerical value	project number
STATUS	text	project status
QTR	month-month abbreviated	financial year quarter
YEAR	numerical value	project start year

Profit by Project

Overview
This report is based on projects with start and due dates between the selected date range, focusing on completed projects within that period. Useful for getting a clear picture of profit per project and spotting any that over- or under-performed financially.

Fields

Field	Notes / Expected Values	Description
CLIENT	text	project client
CLIENTCREDITS	dollar value	project client total credit value
CLIENTPO	text	project 'client PO'
COMPLETEDDATE	DD/MM/YYYY	project completed date
CONTACT	text	project client contact
DATE	YYYY/MM/DD	project format start date
DAY	numerical value	project creation day
DAYOFWEEK	day name	project creation day name
DESCRIPTION	project description field	project description
DOLLARPROFIT	dollar value	project total profit
DUEDATE	DD/MM/YYYY	project due date
MONTH	numerical month/month name abbreviated	project start month
PERCENTAGEPROFIT	percentage	project profit percentage
PRODUCTANDPURCHASETOTAL	dollar value	total actual cost value of products and purchases
PRODUCTCOST	dollar value	project total product cost
PRODUCTFORECASTCOST	dollar value	product total forecast cost
PRODUCTFORECASTREVENUE	dollar value	product total forecast revenue
PRODUCTREVENUE	dollar value	product total actual revenue
PROJECTGROUP	text	project group name
PROJECTMANAGER	text	project manager name
PROJECTNAME	text	project name
PROJECTNO	numerical value	project number
PURCHASECOST	dollar value	purchase total actual cost
PURCHASEFORECASTCOST	dollar value	purchase total forecast cost
PURCHASESFORECASTREVENUE	dollar value	purchase total forecast revenue
PURCHASESREVENUE	dollar value	purchase total revenue
QTR	month-month abbreviated	financial year quarter
QUOTEACCEPTEDDATE	DD/MM/YYYY	quote accepted date
QUOTENUMBER	numerical value	quote number
REPORTINGCATEGORYOPTION1	text	Xero tracking category tied to transaction (if enabled and imported from Xero)
REPORTINGCATEGORYOPTION2	text	Xero tracking category tied to transaction (if enabled and imported from Xero)
STARTDATE	DD/MM/YYYY	project start date
STATUS	text	project status
SUPPLIERCREDITS	dollar value	project supplier total credit value
TASKACTUALQTY	hour/minutes	task total actual quantity
TASKCOST	dollar value	task total cost
TASKFORECASTCOST	dollar value	task total forecast cost
TASKFORECASTQTY	hour/minutes	task total forecast quantity
TASKFORECASTREVENUE	dollar value	task total forecast revenue
TASKREVENUE	dollar value	task total revenue
TOTALCOST	dollar value	project total cost
TOTALFORECASTCOST	dollar value	project total forecast cost
TOTALFORECASTREVENUE	dollar value	project total forecast revenue
TOTALREVENUE	dollar value	project total revenue
YEAR	numerical value	project start year

Profit by Project Within Period

Overview
This report covers projects with any activity at all between the selected date range. It allows filtering to include only received/invoiced POs in costing if desired. Good for more dynamic reporting beyond just completed projects.

Fields

Field	Notes / Expected Values	Description
CLIENT	client name field	project client
CLIENTCREDITS	dollar value	project client total credit value
CLIENTPO	text	project 'client PO'
COMPLETEDDATE	DD/MM/YYYY	project completed date
CONTACT	text	project client contact
DESCRIPTION	text	project description
DOLLARPROFIT	dollar value	project total profit
DUEDATE	DD/MM/YYYY	project due date
ESTIMATEDBILLING	dollar value	total forecast sum minus total forecast revenue, rounded to 2 decimals
PERCENTAGEPROFIT	percentage	project profit percentage
PRODUCTANDPURCHASETOTAL	dollar value	total actual cost value of products and purchases
PRODUCTCOST	dollar value	project total product cost
PRODUCTFORECASTCOST	dollar value	product total forecast cost
PRODUCTFORECASTREVENUE	dollar value	product total forecast revenue
PRODUCTREVENUE	dollar value	product total actual revenue
PROJECTGROUP	text	project group name
PROJECTMANAGER	text	project manager name
PROJECTNAME	text	project name
PROJECTNO	numerical value	project number
PURCHASECOST	dollar value	purchase total actual cost
PURCHASEFORECASTCOST	dollar value	purchase total forecast cost
PURCHASESFORECASTREVENUE	dollar value	purchase total forecast revenue
PURCHASESREVENUE	dollar value	purchase total revenue
QUOTEACCEPTEDDATE	DD/MM/YYYY	quote accepted date
QUOTENUMBER	numerical value	quote number
REPORTINGCATEGORYOPTION1	text	Xero tracking category tied to transaction (if enabled and imported from Xero)
REPORTINGCATEGORYOPTION2	text	Xero tracking category tied to transaction (if enabled and imported from Xero)
STARTDATE	DD/MM/YYYY	project start date
STATUS	text	project status
SUPPLIERCREDITS	numerical value	project supplier total credit value
TASKACTUALQTY	hour/minutes	task total actual quantity
TASKCOST	dollar value	task total cost
TASKFORECASTCOST	dollar value	task total forecast cost
TASKFORECASTQTY	hour/minutes	task total forecast quantity
TASKFORECASTREVENUE	dollar value	task total forecast revenue
TASKREVENUE	dollar value	task total revenue
TOTALCOST	dollar value	project total cost
TOTALFORECASTCOST	dollar value	project total forecast cost
TOTALFORECASTREVENUE	dollar value	project total forecast revenue
TOTALREVENUE	dollar value	project total revenue
YEAR	numerical value	project start year

Project Task Lines by Start Date Pivot Report

Overview
This pivot table report brings all task lines associated with projects that started between your filter dates into a pivot grid. Perfect for dissecting actual task-level effort and cost.

Fields

Field	Notes / Expected Values	Description
ACTUALCOST	dollar value	task total actual cost
ACTUALHOURS	hour/minutes	task total actual hours
ASSET	text	project asset
BILLABLE	yes/no	task billable status
BILLINGCLIENTADDRESS1	text	billing client address line 1
BILLINGCLIENTADDRESS2	text	billing client address line 2
BILLINGCLIENTCITY	text	billing client city
BILLINGCLIENTPOSTCODE	text	billing client post code
BILLINGCLIENTSTATE	text	billing client state
BILLINGCLIENTSUBURB	text	billing client suburb
CLIENT	text	client name
CLIENTADDRESS1	text	project client address 1
CLIENTADDRESS2	text	project client address 2
CLIENTCITY	text	project client city
CLIENTCONTACT	text	project client contact name
CLIENTEMAIL	text	project client email
CLIENTPOSTCODE	text	project client postcode
CLIENTPURCHASEORDER	text	project 'client PO'
CLIENTSTATE	text	project client state
CLIENTSUBURB	text	project client suburb
CODE	text	project client code
COMPLETEDDATE	DD/MM/YYYY	task completed date
COSTMULTIPLIER	numerical value	task cost multiplier
DESCRIPTION	text	task description
DUEDATE	DD/MM/YYYY	project due date
FINISHTIME	YYYY/MM/DD	task finish date
FORCETASKRATECOSTING	dollar value	task forecast rate cost
FORECASTCOST	dollar value	task total forecast cost
FORECASTHOURS	hour/minutes	task total forecast hours
FORECASTVALUE	dollar value	task total forecast value
FREQUENCY	number of days	recurring project frequency
InvoicedBaseCurrency	dollar value	total project invoiced amount in base currency
INVOICEDHOURS	hour/minutes	task timesheet invoiced hours
LASTINVOICEDATE	DD/MM/YYYY	project last invoice date
LASTINVOICENO	numerical value	project last invoice number
LASTPROJECTINVOICEDATE	DD/MM/YYYY	last project invoice date
LASTPROJECTINVOICENO	numerical value	last project invoice number
PHASE	text	task phase
PROFIT	dollar value	task profit
PROJECT	project number - project name	project number - project name
PROJECTGROUP	text	project group
PROJECTMANAGER	text	project manager name
PROJECTNAME	text	project name
PROJECTNO	numerical value	project number
REMAININGHOURS	hour/minutes	task remaining hours (forecast task quantity minus actual timesheet hours quantity)
SELLPRICE	dollar value	task sell rate
STAFF	text	staff assigned to task
STARTDATE	DD/MM/YYYY	project start date
STARTTIME	year/month/day and time days:hours:minutes	project start time
STATUS	text	task status
TASK	text	task name
TASKDUEDATE	DD/MM/YYYY	task due date
TASKDUEDATEISO	YYYY/MM/DD	task ISO due date
TASKSTARTDATE	DD/MM/YYYY	task start date
TASKSTARTDATEISO	YYYY/MM/DD	task ISO start date
TASKSTATUS	text	task status
TAXNAME	text	task tax name
TAXRATE	percentage	task tax rate
TAXTYPE	text	task tax type
TEAMS	text	task teams
TOTALINVOICED	dollar value	task total invoiced timesheets

Project Product Lines by Start Date Pivot Report

Overview
This pivot table report brings all product lines associated with projects starting between your provided filter dates into a pivot grid. It tracks forecast vs actual quantities and costs.

Fields

Field	Notes / Expected Values	Description
ACTUALCOST	dollar value	product total actual cost
ACTUALQUANTITY	numerical value	product actual quantity
CLIENT	text	project client name
CLIENTADDRESS1	text	client address line 1
CLIENTCITY	text	client address line 2
CLIENTEMAIL	text	client email
CLIENTPO	text	transaction 'client PO'
CLIENTSUBURB	text	client suburb
DESCRIPTION	text	line description
DUEDATE	DD/MM/YYYY	project due date
FORECASTCOST	dollar value	product forecast cost
FORECASTQUANTITY	numerical value	product forecast quantity
INVOICEDAMOUNT	dollar value	product invoiced amount
INVOICEDQUANTITY	numerical value	product invoiced quantity
PHASE	text	product phase
PRODUCTNAME	text	product name
PROJECT	project number - project name	project number - project name
PROJECTGROUP	project group name field	project group
PROJECTMANAGER	project manager name field	project manager name
PROJECTNAME	text	project name
PROJECTNO	numerical value	project number
PROJECTSTATUS	text	project status
PURCHASECOST	dollar value	purchase order product cost
PURCHASEQUANTITY	numerical value	purchase order product quantity
SELLPRICE	dollar value	product sell price
SKU	text	product SKU
STARTDATE	DD/MM/YYYY	project start date
STOCKUSAGECOST	dollar value	stock usage cost
STOCKUSAGEQUANTITY	numerical value	stock usage quantity
SUPPLIER	text	supplier name
TAXNAME	text	tax name
TAXRATE	percentage	tax rate
TAXTYPE	text	tax type
TRACKINGTYPE	Nonstock, FIFO, Batch, Serial	product tracking type

Project Task Lines by Start Date Pivot Report (Current Tasks)

Overview
This pivot table report shows all task lines for projects that started within your filter dates. It’s like the previous task lines report, but only includes current, ongoing tasks.

Fields

Field	Notes / Expected Values	Description
ACTUALCOST	dollar value	task total actual cost
ACTUALHOURS	hours/minutes	task total actual hours
ASSET	text	project asset
BILLABLE	yes/no	task billable status
BILLINGCLIENTADDRESS1	text	billing client address line 1
BILLINGCLIENTADDRESS2	text	billing client address line 2
BILLINGCLIENTCITY	text	billing client city
BILLINGCLIENTPOSTCODE	text	billing client postcode
BILLINGCLIENTSTATE	text	billing client state
BILLINGCLIENTSUBURB	text	billing client suburb
CLIENT	text	client name
CLIENTADDRESS1	text	project client address line 1
CLIENTADDRESS2	text	project client address line 2
CLIENTCITY	text	project client city
CLIENTCONTACT	text	project client contact name
CLIENTEMAIL	text	project client email
CLIENTPOSTCODE	text	project client postcode
CLIENTPURCHASEORDER	text	transaction 'client PO'
CLIENTSTATE	text	project client state
CLIENTSUBURB	text	project client suburb
CODE	text	project client code
COMPLETEDDATE	DD/MM/YYYY	task completed date
COSTMULTIPLIER	numerical value	task cost multiplier
DESCRIPTION	text	task description
DUEDATE	DD/MM/YYYY	task due date
FINISHTIME	YYYY/MM/DD	task finish date
FORCETASKRATECOSTING	true/false	is task rate forced on timesheet costs
FORECASTCOST	dollar value	task forecast cost
FORECASTHOURS	hour/minutes	task forecast hours
FORECASTVALUE	dollar value	task forecast value
FREQUENCY	number of days	recurring project frequency
InvoicedBaseCurrency	dollar value	task total invoiced timesheets in base currency
INVOICEDHOURS	hour/minutes	invoiced task timesheet hours
LASTINVOICEDATE	DD/MM/YYYY	last invoice date for task line
LASTINVOICENO	numerical value	last invoice number for task line
LASTPROJECTINVOICEDATE	DD/MM/YYYY	last invoice date for project
LASTPROJECTINVOICENO	numerical value	last invoice number for project
PHASE	text	task phase
PROFIT	text	task profit
PROJECT	project number - project name	project number - project name
PROJECTGROUP	project group name field	project group
PROJECTMANAGER	project manager name field	project manager name
PROJECTNAME	text	project name
PROJECTNO	numerical value	project number
REMAININGHOURS	hour/minutes	task remaining hours (forecast task quantity minus actual timesheet hours quantity)
SELLPRICE	dollar value	task sell price
STAFF	text	task staff name
STARTDATE	DD/MM/YYYY	project start date
STARTTIME	YYYY/MM/DD	project start date
STATUS	text	project status
TASK	text	task name
TASKDUEDATE	DD/MM/YYYY	task due date
TASKDUEDATEISO	YYYY/MM/DD	task due date
TASKSTARTDATE	DD/MM/YYYY	task start date
TASKSTARTDATEISO	YYYY/MM/DD	task start date
TASKSTATUS	text	task status
TAXNAME	text	task tax name
TAXRATE	percentage	task tax rate
TAXTYPE	text	task tax type
TEAMS	text	task teams name
TOTALINVOICED	dollar value	task total invoiced amount

Project Task Lines by Due Date Pivot Report

Overview
This pivot table report shows all task lines for projects due to finish within your filter dates. Handy for seeing what’s coming due soon and what resources are still required.

Fields

Field	Notes / Expected Values	Description
ACTUALCOST	dollar value	task total actual cost
ACTUALHOURS	hour/minutes	task total actual hours
ASSET	project asset field	project asset
BILLABLE	yes/no	task billable status
BILLINGCLIENTADDRESS1	text	billing client address line 1
BILLINGCLIENTADDRESS2	text	billing client address line 2
BILLINGCLIENTCITY	text	billing client city
BILLINGCLIENTPOSTCODE	text	billing client postcode
BILLINGCLIENTSTATE	text	billing client state
BILLINGCLIENTSUBURB	text	billing client suburb
CLIENT	text	client name
CLIENTADDRESS1	text	project client address line 1
CLIENTADDRESS2	text	project client address line 2
CLIENTCITY	text	project client city
CLIENTCONTACT	text	project client contact name
CLIENTEMAIL	text	project client email
CLIENTPOSTCODE	text	project client postcode
CLIENTPURCHASEORDER	transaction 'client PO' field	transaction 'client PO'
CLIENTSTATE	text	project client state
CLIENTSUBURB	text	project client suburb
CODE	text	project client code
COMPLETEDDATE	DD/MM/YYYY	task completed date
COSTMULTIPLIER	numerical value	task cost multiplier
DESCRIPTION	text	task description
DUEDATE	DD/MM/YYYY	task due date
FINISHTIME	YYYY/MM/DD	task finish date
FORCETASKRATECOSTING	dollar value	is task rate forced on timesheet costs
FORECASTCOST	dollar value	task forecast cost
FORECASTHOURS	hour/minutes	task forecast hours
FORECASTVALUE	dollar value	task forecast value
FREQUENCY	number of days	recurring project frequency
INVOICEDBASECURRENCY	dollar value	total project task invoiced amount in base currency
INVOICEDHOURS	hour/minutes	invoiced task timesheet hours
LASTINVOICEDATE	DD/MM/YYYY	last invoice date for task line
LASTINVOICENO	numerical value	last invoice number for task line
LASTPROJECTINVOICEDATE	DD/MM/YYYY	last invoice date for project
LASTPROJECTINVOICENO	numerical value	last invoice number for project
PHASE	text	task phase
PROFIT	dollar value	task profit
PROJECT	project number - project name	project number - project name
PROJECTGROUP	project group name field	project group
PROJECTMANAGER	project manager name field	project manager name
PROJECTNAME	text	project name
PROJECTNO	numerical value	project number
REMAININGHOURS	hour/minutes	task remaining hours (forecast task quantity minus actual timesheet hours quantity)
SELLPRICE	dollar value	task sell price
STAFF	text	task staff name
STARTDATE	DD/MM/YYYY	task start date
STARTTIME	YYYY/MM/DD	task start date
STATUS	text	project status
TASK	text	task name
TASKDUEDATE	DD/MM/YYYY	task due date
TASKDUEDATEISO	YYYY/MM/DD	task due date
TASKSTARTDATE	DD/MM/YYYY	task start date
TASKSTARTDATEISO	YYYY/MM/DD	task start date
TASKSTATUS	text	task status
TAXNAME	text	task tax name
TAXRATE	percentage	task tax rate
TAXTYPE	text	task tax type
TEAMS	text	task teams name
TOTALINVOICED	dollar value	task total invoiced amount

WIP Actuals

Overview
WIP (Work in Progress) Actuals focuses on actual billed and costed elements of projects. Filters can include only received or invoiced POs. Perfect for financial tracking of ongoing projects.

Fields

Field	Notes / Expected Values	Description
BILLABLEPRODUCTTOTAL	dollar value	products total actual billable value
BILLABLEPURCHASESTOTAL	dollar value	purchases total actual billable value
BILLABLETASKTOTAL	dollar value	tasks total actual billable value
CLIENT	text	project client name
CLIENTCREDITTOTAL	dollar value	client total project credit value
CLIENTPURCHASEORDER	text	transaction 'client PO'
DESCRIPTION	text	project description
DUEDATE	DD/MM/YYYY	project due date
FORECASTCOST	dollar value	forecast total cost
FORECASTREVENUE	dollar value	forecast total revenue
FORECASTTIME	hour/minutes	forecast total time
INVOICEDPRODUCTTOTAL	dollar value	products total invoiced value
INVOICEDPURCHASESTOTAL	dollar value	purchases total invoiced value
INVOICEDTASKTOTAL	dollar value	task total invoiced value
LASTINVOICEDATE	DD/MM/YYYY	project last invoice date
LASTINVOICENO	numerical value	project last invoice number
PRODUCTCOSTTOTAL	dollar value	product total actual cost
PROJECTGROUP	text	project group name
PROJECTMANAGER	text	project manager name
PROJECTNAME	text	project name
PROJECTNO	numerical value	project number
PROJECTSTATUS	text	project status
PURCHASECOSTTOTAL	dollar value	purchase actual total cost
REPORTINGCATEGORYOPTION1	text	Xero tracking category tied to transaction (if enabled and imported from Xero)
REPORTINGCATEGORYOPTION2	text	Xero tracking category tied to transaction (if enabled and imported from Xero)
STARTDATE	DD/MM/YYYY	project start date
SUPPLIERCREDITTOTAL	dollar value	supplier project credit total value
TASKCOSTTOTAL	dollar value	task total cost
TOTALBILLABLE	dollar value	total billable actual value
TOTALCOST	dollar value	total actual cost
TOTALINVOICED	dollar value	total invoiced value
TOTALTIME	hour/minutes	total timesheet quantity
WIPVALUE	dollar value	total WIP (billable actualsnot invoiced)

WIP Quoted

Overview
This report shows WIP but from a quoted perspective — it tracks the forecasted cost/revenue and what has been quoted, rather than actuals. Helps predict profitability before work is done.

Fields

Field	Notes / Expected Values	Description
BILLABLEPRODUCTTOTAL	dollar value	product total quoted billable value
BILLABLEPURCHASESTOTAL	dollar value	purchase total quoted billable value
BILLABLETASKTOTAL	dollar value	task total quoted billable value
CLIENT	client name	project client
CLIENTCREDITTOTAL	dollar value	project client credit total value
CLIENTPURCHASEORDER	text	transaction 'client PO'
DESCRIPTION	text	project description
DUEDATE	DD/MM/YYYY	project due date
FORECASTCOST	dollar value	forecast total cost
FORECASTREVENUE	dollar value	forecast total revenue
FORECASTTIME	hour/minutes	forecast total time
INVOICEDPRODUCTTOTAL	dollar value	products total invoiced value
INVOICEDPURCHASESTOTAL	dollar value	purchase total invoiced value
INVOICEDTASKTOTAL	dollar value	task total invoiced value
LASTINVOICEDATE	DD/MM/YYYY	project last invoice date
LASTINVOICENO	numerical value	project last invoice number
PRODUCTCOSTTOTAL	dollar value	product total actual cost
PROJECTGROUP	text	project group name
PROJECTMANAGER	text	project manager name
PROJECTNAME	text	project name
PROJECTNO	numerical value	project number
PROJECTSTATUS	text	project status
PURCHASECOSTTOTAL	dollar value	purchase actual total cost
REPORTINGCATEGORYOPTION1	text	Xero tracking category tied to transaction (if enabled and imported from Xero)
REPORTINGCATEGORYOPTION2	text	Xero tracking category tied to transaction (if enabled and imported from Xero)
STARTDATE	DD/MM/YYYY	project start date
SUPPLIERCREDITTOTAL	dollar value	supplier project credit total value
TASKCOSTTOTAL	dollar value	task total cost
TOTALBILLABLE	dollar value	total billable quoted value
TOTALCOST	dollar value	total actual cost
TOTALINVOICED	dollar value	total invoiced value
TOTALTIME	hour/minutes	total actual timesheet quantity
WIPVALUE	dollar value	total WIP (billable quoted value not invoiced)

Revenue Forecast by Quoted and Scheduled

Overview
This report generates a revenue recognition forecast based on the scheduled dates and quoted value of projects within the selected date range. Useful for anticipating income based on both current and upcoming projects.

Fields

Field	Notes / Expected Values	Description
AMOUNT	dollar value	project line item value
CLIENT	text	client
DATE	DD/MM/YYYY	project due date
DAY	numerical value	project due day
DAYOFWEEK	text	project due day name
MONTH	numerical month/month name	project due month number and month name
NAME	text	project line item name
PROJECT	text	project number - project name
QTR	month-month	project due quarter
REPORTINGCATEGORYOPTION1	text	Xero tracking category tied to transaction (if enabled and imported from Xero)
REPORTINGCATEGORYOPTION2	text	Xero tracking category tied to transaction (if enabled and imported from Xero)
YEAR	numerical value	project due year

Project Progress Summary

Overview
This report summarises forecast and invoiced amounts per line item for a selected project, or all projects based on the selected end date or date range. It’s helpful for a quick view of project performance and completion status.

Fields

Field	Notes / Expected Values	Description
ACTUALWIPREMAINING	dollar value	remaining WIP total based on actuals not invoiced
AMOUNTINVOICED	dollar value	total invoiced value
AMOUNTREMAINING	dollar value	total outstanding value
BASEAMOUNTINVOICED	dollar value	total forecast amount minus the total invoiced amount
CLIENT	text	project client name
CONTACT	text	project client contact name
COST	dollar value	line item total cost
DESCRIPTION	text	line item description
FORECASTAMOUNT	dollar value	forecast line item value
LINETYPE	text	line item type (product, task)
NAME	text	line item name
PERCENTINVOICED	percentage	line item invoiced percentage
PERCENTREMAINING	percentage	line item percentage left to invoice
PHASE	text	line item phase
PRODUCTCATEGORY	text	line item product category
PROJECTCOMPLETEDATE	DD/MM/YYYY	project completed date
PROJECTDESCRIPTION	text	project description
PROJECTDUEDATE	DD/MM/YYYY	project due date
PROJECTGROUP	text	project group name
PROJECTMANAGER	text	project manager name
PROJECTNAME	text	project name
PROJECTNO	numerical value	project number
PROJECTSTARTDATE	DD/MM/YYYY	project start date
PROJECTSTATUS	text	project status
PURCHASEORDER	numerical value	transaction 'client PO'
QUOTENUMBER	numerical value	quote number
SKU	text	line item SKU (products only)
SUPPLIER	text	product details page supplier name
TOTALACTUALBILLABLE	dollar value	total actual billable value

Project Forecast VS Actual

Overview
This report details forecast vs actual information for projects completed or due for completion within the selected period. Each line represents either a forecast or actual for the project. This report is a bit more complex in the logic used to provide some of the field values so it has been broken down in the description accordingly.

Fields

Field	Notes / Expected Values	Description
ACTUALCOST	dollar value	line item actual cost task lines - expected value is always 0 timesheets - expected value is cost of timesheet product lines - expected value is always 0 stock usage - expected value is cost of stock usage per subject to FIFO etc purchase line - expected value is PO line quantity x PO line cost x PO exchange rate / for lines that do match a product line unforecast purchase (forecast) - expected value is always 0 / forecast purchase lines that do not match a product line unforecast purchase (actual) - PO line quantity x PO line cost x PO exchange rate / for lines that do not match a product line
ACTUALQTY	product: numerical value task: hour/minutes	line item actual quantity task lines - expected value is always 0 timesheets - expected value is length of timesheet product lines - expected value is always 0 stock usage - expected value is always usage qty purchase line - expected value is PO line qty / for lines that do match a product line unforecast purchase (forecast) - expected value is always 0 / forecast purchase lines that do not match a product line unforecast purchase (actual) - expected value is PO line qty / for lines that do not match a product line
ACTUALVALUE	dollar value	line item actual quantity task lines - expected value is sum of invoice task line amount x invoice exchange rate timesheets - expected value is always 0 product lines - expected value is sum of invoice product line amount x invoice exchange rate stock usage - expected value is always 0 purchase line - expected value is sum of invoice purchase line amount x invoice exchange rate / for lines that do match a product line unforecast purchase (forecast) - expected value is always 0 / forecast purchase lines that do not match a product line unforecast purchase (actual) - expected value is sum of invoice purchase line amount x invoice exchange rate / for lines that do not match a product line
BILLABLE	yes/no	line item billable status
BILLINGCLIENT	text	billing client name
CLIENT	text	client name
COMPLETEDDATE	DD/MM/YYYY	project completed date
COSTVARIANCE	dollar value	line item cost variance between forecast/actual cost
DATE	DD/MM/YYYY	project due date
DAY	numerical value	project due day
DAYOFWEEK	day name	project due day name
DESCRIPTION	text	line item description
DISCOUNT	dollar value	line item discount
DUEDATE	DD/MM/YYYY	project due date
FORECASTCOST	dollar value	line item forecast cost
FORECASTQTY	product: numerical value task: hour/minutes	line item forecast quantity
FORECASTVALUE	dollar value	line item forecast value
LINETYPE	text	line item type (e.g. task, product)
MONTH	numerical month/month name	project due month
NAME	text	line item name
PHASE	text	line item phase
PROJECTDESCRIPTION	project description field	project description
PROJECTMANAGER	text	project manager name
PROJECTNAME	text	project name
PROJECTNO	numerical value	project number
QTR	month-month	project due quarter
QTYVARIANCE	product: numerical value task: hour/minutes	line item forecast/actual quantity variance
SKU	text	line item SKU (products only)
STARTDATE	DD/MM/YYYY	project start date
STATUS	text	project status
VALUEVARIANCE	dollar value	line item forecast/actual value variance
YEAR	numerical value	project due date year

Project Forecast VS Actual (Grouped)

Overview
This report details forecast vs actual information per line for projects completed or due for completion within the selected period.

Fields

Field	Notes / Expected Values	Description
ACTUALCOST	dollar value	line item actual cost task lines - expected value if using Tanda integration then use Tanda cost otherwise fall back to timesheet cost product lines (forecastedPurchaseLine inclusive) - expected value is always sum of PO line cost + any stock usage cost subject to FIFO if product id matches unforecast purchase - expected value is always unforecast purchase line total cost
ACTUALQTY	numerical value	task lines - expected value is always sum of timesheet length product lines (forecastedPurchaseLine inclusive) - expected value is always sum of PO line quantity + sum of stock usage quantities on the project that match the product ID unforecast purchase - expected value is always unforecast purchase line item quantity / for PO lines that cannot be found by their ID, SKU or name
ACTUALVALUE	dollar value	task lines - expected value is always sum of the project invoice task line amount x invoice exchange rate product lines (forecastedPurchaseLine inclusive) - expected value is always sum of the project product invoice line value x invoice exchange rate + the sum of matching project PO line item value x invoice exchange rate unforecast purchase - expected value is always sum of invoice purchase line amount x invoice exchange rate / for PO lines that cannot be found by their ID, SKU or name
BILLABLE	yes/no	line item billable status
BILLINGCLIENT	text	billing client name
CLIENT	text	client name
COMPLETEDDATE	DD/MM/YYYY	project completed date
COSTVARIANCE	dollar value	line item cost variance between forecast/actual cost
DATE	DD/MM/YYYY	project due date
DAY	numerical value	project due day
DAYOFWEEK	text	project due day name
DESCRIPTION	text	line item description
DISCOUNT	dollar value	line item discount
DUEDATE	DD/MM/YYYY	project due date
FORECASTCOST	dollar value	line item forecast cost
FORECASTQTY	numerical value	line item forecast quantity
FORECASTVALUE	dollar value	line item forecast value
LINETYPE	text	line item type (e.g. task, product)
MONTH	numerical month/month name	project due month
NAME	text	line item name
PHASE	text	line item phase
PROJECTDESCRIPTION	text	project description
PROJECTMANAGER	text	project manager name
PROJECTNAME	text	project name
PROJECTNO	numerical value	project number
QTR	month-month	project due quarter
QTYVARIANCE	numerical value	line item forecast/actual quantity variance
SKU	text	line item SKU (products only)
STARTDATE	DD/MM/YYYY	project start date
STATUS	text	project status
VALUEVARIANCE	dollar value	line item forecast/actual value variance
YEAR	numerical value	project due date year

Project Activity Lines Report

Overview
This report brings all project-related activity within a period into a single table, including invoices, purchases, timesheets, and stock usage, broken down into cost or revenue line items.

Fields

Field	Notes / Expected Values	Description
ASSET	text	project asset
BILLINGCLIENT	text	billing client name
BILLINGCLIENTREGION	text	billing client region
CLIENT	text	client name
CLIENTCODE	text	project client code
CLIENTREGION	text	project client region
COST	dollar value	line item cost
DATE	DD/MM/YYYY	activity date (e.g. usage)
DAY	numerical value	activity day (e.g. usage)
DAYOFWEEK	text	activity day name (e.g. usage)
DESCRIPTION	text	line item description (e.g. usage)
ITEM	text	line item name
MONTH	numerical month/month name	activity month (e.g. usage)
PHASE	text	line item phase
PRODUCTCATEGORY	text	product details category
PROFIT	dollar value	line item profit
PROJECT	project number - project name	project number - project name
PROJECTDESCRIPTION	text	project description
PROJECTGROUP	text	project group name
PROJECTMANAGER	text	project manager name
PROJECTNAME	text	project name
PROJECTNO	numerical value	project number
PROJECTSTATUS	text	project status
QTR	month-month	activity quarter (e.g. usage)
QUANTITY	numerical value	activity quantity (e.g. usage)
REPORTINGCATEGORYOPTION1	text	Xero tracking category tied to transaction (if enabled and imported from Xero)
REPORTINGCATEGORYOPTION2	text	Xero tracking category tied to transaction (if enabled and imported from Xero)
REVENUE	dollar value	activity revenue (e.g. usage)
SOURCE	text	source of line data (e.g. purchase, stock usage, invoice, etc)
SOURCENO	numerical value	source number (e.g. line items purchase order number, invoice number)
SOURCENODATE	DD/MM/YYYY	source number date (e.g. invoice date)
SUPPLIER	text	if line is linked to a purchase, display purchase supplier
UNITCOST	dollar value	line item unit cost
UNITPRICE	dollar value	line item unit price
YEAR	numerical value	line item usage year

Production Job Forecast VS Actual

Overview
This report details forecast vs actual information per production job line, including unforecast purchase lines and matching adhoc lines by SKU.

Fields

Field	Notes / Expected Values	Description
ACTUALCOST	dollar value	line item actual cost task lines - expected value is always 0 timesheets - expected value is cost of timesheet product lines - expected value is always 0 stock usage - expected value is cost of stock usage per subject to FIFO etc purchase line - expected value is PO line quantity x PO line cost x PO exchange rate / for lines that do match a product line unforecast purchase (forecast) - expected value is always 0 / forecast purchase lines that do not match a product line unforecast purchase (actual) - If PO is received AND/OR has supplier invoice number applied - expected value is received quantity x invoice price rounded up to 2 decimal places If PO is not received - expected value is line item buy price x order quantity rounded up to 2 decimal places production job output line - expected value is unit cost x quantity from the production job inputs
ACTUALQTY	numerical value	line item actual quantity task lines - expected value is always 0 timesheets - expected value is length of timesheet product lines - expected value is always 0 stock usage - expected value is always usage qty purchase line - expected value is PO line qty / for lines that do match a product line unforecast purchase (forecast) - expected value is always 0 / forecast purchase lines that do not match a product line unforecast purchase (actual) - expected value is PO line qty / for lines that do not match a product line production job output line - expected value is the actual quantity of the output line
COMPLETEDDATE	DD/MM/YYYY	production job completed date
COSTVARIANCE	dollar value	line item cost variance
DATE	DD/MM/YYYY	production job due date
DAY	numerical value	production job due date day
DAYOFWEEK	text	production job due day name
DESCRIPTION	text	line item description
DUEDATE	YYYY/MM/DD	production job due date
FORECASTCOST	dollar value	line item forecast cost
FORECASTQTY	numerical value	line item forecast quantity
LINETYPE	text	line item type (e.g. task, product)
MONTH	numerical month/month name	production job due date month
NAME	text	line item name
PHASE	text	line item phase
PRODJOBDESCRIPTION	text	production job description
PRODJOBNAME	text	production job name
PRODJOBNO	numerical value	production job number
PROJECTMANAGER	text	production job manager
QTR	month-month	production job due date quarter
QTYVARIANCE	numerical value	line item quantity variance
SKU	text	line item SKU
STARTDATE	DD/MM/YYYY	production job start date
STATUS	text	production job status
SUPPLIER	text	PO line supplier
YEAR	numerical value	production job due year

Production Job Forecast VS Actual (Grouped)

Overview
Grouped version consolidates forecast and actuals together per production job line item with adhoc lines matched by SKU.

Fields

Field	Notes / Expected Values	Description
ACTUALCOST	dollar value	line item actual cost task lines - expected value if using Tanda integration then use Tanda cost otherwise fall back to timesheet cost product lines (forecastedPurchaseLine inclusive) - expected value is always sum of PO line cost + any stock usage cost subject to FIFO if product id matches unforecast purchase - expected value is always unforecast purchase line total cost production job output line - expected value is the output line unit cost x quantity produced
ACTUALQTY	numerical value	task lines - expected value is always sum of timesheet length product lines (forecastedPurchaseLine inclusive) - expected value is always sum of PO line quantity + sum of stock usage quantities on the project that match the product ID unforecast purchase - expected value is always unforecast purchase line item quantity / for PO lines that cannot be found by their ID, SKU or name production job output line - expected value is actual quantity of the output
COMPLETEDDATE	DD/MM/YYYY	production job completed date
COSTVARIANCE	dollar value	line item cost variance
DATE	DD/MM/YYYY	production job due date
DAY	numerical value	production job due date day
DAYOFWEEK	day name	production job due day name
DESCRIPTION	text	line item description
DUEDATE	DD/MM/YYYY	production job due date
FORECASTCOST	dollar value	line item forecast cost
FORECASTQTY	numerical value	line item forecast quantity
LINETYPE	text	line item type (e.g. task, product)
MONTH	numerical day/month abbreviated	production job due date month
NAME	text	line item name
PHASE	text	line item phase
PRODJOBDESCRIPTION	text	production job description
PRODJOBNAME	text	production job name
PRODJOBNO	numerical value	production job number
PROJECTMANAGER	text	production job manager
QTR	month-month	production job due date quarter
QTYVARIANCE	numerical value	line item quantity variance
SKU	text	line item SKU
STARTDATE	DD/MM/YYYY	production job start date
STATUS	text	production job status
SUPPLIER	text	PO line supplier
YEAR	numerical value	production job due year

Recurring Projects by End Date Pivot

Overview
This pivot table report shows all recurring project lines ending in the selected period. Perfect for monitoring scheduled recurring work.

Fields

Field	Notes / Expected Values	Description
CLIENT	client name field	recurring project client
CLIENTCODE	text	project client code
DATE	DD/MM/YYYY	recurring project end date
DAY	numerical value	recurring project end date day
DAYOFWEEK	day name	recurring project end date day name
DESCRIPTION	text	line item description
FREQUENCY	number of days	recurring project frequency
INVOICEDATE	DD/MM/YYYY	line item invoice date
INVOICENO	numerical value	line item invoice number
LINECOST	dollar value	line item cost
LINETYPE	text	line item type (e.g. task, product)
LINEVALUE	dollar value	line item value
MONTH	numerical month/month name	recurring project end date month
NAME	text	line item name
NEXTDATE	DD/MM/YYYY	recurring project next recurring date
QTR	month-month	recurring project end date quarter
QUANTITY	numerical value	line item forecast quantity
RECURRINGPROJECTDESCRIPTION	text	recurring project description
SELLPRICE	dollar value	line item sell price
STAFF	text	task line assigned staff
STARTDATE	DD/MM/YYYY	recurring project start date
STATUS	text	recurring project status
TEAM	text	task line assigned team
TEMPLATE	text	recurring project assigned template
UNITCOST	dollar value	line item unit cost
YEAR	numerical value	recurring project due year

Recurring Projects and Invoiced Amount In Period

Report Overview
This report shows only projects due for completion within the selected date range. Basically, it’s a handy way to check which recurring projects wrapped up (or are due) in that time window and how much was invoiced compared to forecasted — great for spotting trends and checking billing accuracy over time.

Field	Notes/Expected Values	Description
BILLINGCLIENT	text	project billing client
CLIENTPURCHASEORDER	text	project 'client PO'
DATE	DD/MM/YYYY	project due date
DAY	numerical value	project due day
DAYOFWEEK	text	project due day name
FORECASTVALUEINPERIOD	dollar value	forecast project value in period (e.g. if report is run for 2 months and there is 2 1 month projects in that time - result is for both projects)
INVOICEDINPERIOD		forecast project value in period (e.g. if report is run for 2 months and there is 2 1 month projects in that time - result is for both projects)
INVOICENO	numerical value	project invoice number
MONTH	numerical month/month name	project due month number and month name
NEXTDATE	DD/MM/YYYY	next project start date
NUMBERINPERIOD		project number in period (e.g. if report is run for 2 months and there is 2 1 month projects in that time - result is going to be 2)
PROJECTFORECASTVALUE	dollar value	project forecast value
QTR	month-month	project due quarter
REMAININGVALUE	dollar value	remaining value to invoice
REMAININGVALUEINPERIOD	dollar value	remaining non-invoiced value in period (e.g. if report is run for 2 months and there is 2 1 month projects in that time - result is for both projects)
STARTDATE	DD/MM/YYYY	project start date
YEAR	numerical value	project start year
FORECASTVALUE (sum)	dollar value	project total forecast value
INVOICED (sum)	dollar value	project total invoiced
CLIENT	text	project client
TEMPLATE	text	project template name
FREQUENCY	days/months/years	recurring project frequency
PROJECT	numerical value	project number

Recurring Projects Forecast vs Actual Revenue in Period Summary Report

Report Overview
This one’s a big-picture summary showing the forecasted vs actual revenue for each recurring project across the whole recurrence period. It doesn’t just show what’s already billed — it also includes forecasted revenue for jobs that haven’t even been created yet. Super useful if you want a top-down look at how recurring projects are tracking against expectations.

Field	Notes/Expected Values	Description
ASSET	text	project asset
BILLINGCLIENT	text	project billing client
CLIENTPURCHASEORDER	text	project 'Client PO'
CONTACT	text	project client contact
DATE	DD/MM/YYYY	project due date
DAY	numerical value	project due day
DAYOFWEEK	text	project due day name
DESCRIPTION	text	project description
MONTH	numerical month/month name	project due month number and month name
NEXTDATE	DD/MM/YYYY	next project start date
PROJECTGROUP	text	project group name
QTR	month-month	project due quarter
TEMPLATE	text	project template name
YEAR	numerical value	project end year
PROJECTFORECASTREVENUE (sum)	dollar value	project total forecast revenue
PROJECTACTUALREVENUE (sum)	dollar value	project total actual revenue
TEMPLATEFORECASTREVENUE (sum)	dollar value	project template forecast total revenue
FORECASTANDACTUALREVENUEFORPERIOD (sum)	dollar value	project total forecast and actual revenue in period
FORECASTFORPERIOD (sum)	dollar value	project total forecast value in period
STATUS	text	project status
CLIENT	text	project client name
NAME	text	project name

Project Template Summaries Pivot Report

Report Overview
This report gives you a bird’s-eye view of project templates — think of it as a snapshot of forecasted costs, revenue, and profit across your different template setups. Perfect for comparing how your templates perform overall.

Field	Notes/Expected Values	Description
GP	dollar value	project gross profit
PHASES	text	list of project phases
STAFF	text	task assigned staff name
TEAMS	text	task assigned team name
FORECASTCOST (sum)	dollar value	template forecast cost
FORECASTREVENUE (sum)	dollar value	template forecast revenue
FORECASTPROFIT (sum)	dollar value	template forecast profit
TYPE	text	template type (e.g. production job, project)
NAME	text	template name
DESCRIPTION	text	template description

Project Template Lines Pivot Report

Report Overview
This report dives into the line items that make up your project templates. It’s good for checking how quantities, rates, and costs stack up per template, phase, or staff member. Handy if you’re trying to see which parts of a template chew up the most resources or deliver the best return.

Field	Notes/Expected Values	Description
BILLABLE	True/False/N/A	Line billable status
DESCRIPTION	text	line item description
PHASE	text	line item phase
STAFF	text	task assigned staff
SUPPLIER	text	purchase template supplier
TEAMS	text	task assigned team
TEMPLATEDESCRIPTON	text	template description
QUANTITY (sum)	numerical value	line item quantity
UNITCOST (sum)	dollar value	line item unit cost
UNITRATE (sum)	dollar value	line item unit value
TEMPLATETYPE	text	template type (e.g. production job, project)
TEMPLATENAME	text	template name
LINETYPE	text	line item type (e.g. task, product)
SKU	text	product SKU
NAME	text	line item name

Project Notes Pivot Report

Report Overview
This one’s straightforward — it shows project notes that were created within the selected date range. It’s great for checking activity, tracking communication, or confirming that important details are logged on projects as expected.

Field	Notes/Expected Values	Description
CLIENT	text	client name
DATE	DD/MM/YYYY	note creation date
DAY	numerical value	transaction due day
DAYOFWEEK	text	transaction due day name
ENDDATE	DD/MM/YYYY	transaction due date
MONTH	numerical month/month name	transaction due month
PROJECTMANAGER	text	transaction manager
QTR	month-month	transaction due date quarter
SOURCEDESCIPTION	text	transaction description
SOURCENAME	text/numerical value	transaction name/project number
STARTDATE	DD/MM/YYYY	transaction start date
YEAR	numerical value	transaction due year
SOURCETYPE	text	transaction type (production job/project)
STATUS	text	transaction status
SOURCENUMBER	numerical value	transaction number
NOTE	text	transaction note content

Estimated Billing by Line Item

Report Overview
This report estimates billing amounts by individual line items within projects. It’s particularly useful for seeing where revenue is expected to land — including what’s already billed versus what’s still forecasted. Think of it as a forward-looking billing forecast by project component.

Field	Notes/Expected Values	Description
ACTUALQTY	numerical value	transaction actual line item quantity
CLIENT	text	transaction client
COST	dollar value	line item cost
DESCRIPTION	text	line item description
DUEDATE	DD/MM/YYYY	transaction due date
FORECASTQTY	numerical value	transaction forecast line item quantity
ITEM	text	line item SKU / name
LINETYPE	text	line item type (e.g. task, product)
NAME	text	line item name
PHASE	text	line item phase
PROJECTGROUP	text	project group name
PROJECTNAME	text	project name
REPORTINGCATEGORYOPTION1	text	Xero tracking category tied to transaction (if enabled and imported from Xero)
REPORTINGCATEGORYOPTION2	text	Xero tracking category tied to transaction (if enabled and imported from Xero)
SKU	numerical value	product SKU
STARTDATE	DD/MM/YYYY	project start date
ALREADYBILLED (sum)	dollar value	transaction total line item value already billed
BILLABLEVALUE (sum)	dollar value	transaction total line item billable value
ESTIMATEDBILLING (sum)	dollar value	transaction total line item value remaining to be billed
PROJECTSTATUS	text	project status
PROJECTMANAGER	text	project manager name
PROJECTNO	numerical value	project number