The Reports Tab Follow

The Reports tab provides valuable reports by summarizing data across your SpringAhead account, useful for overhead management purposes. These reports can be advantageous in keeping track of data within your enterprise.

Only certain reports will show depending on your role. End-user employees may only run a few reports while an admin (or those with “Can View All Reports” checked in his/her settings) can run all of the following listed reports. You may also download any of the generated reports. 

Note that inactive users cannot be selected for individual reports; however, when selecting All in the User drop down, it will include both active and inactive users. To select individual users, they will need to be made active and have the Track Time permission assigned to them from their user profile.

Note: Expense Report reports will only include approved expense reports, and will not include unapproved expense reports. 

Time Reports

• Time by Project – Shows the time submitted against the project(s)
• Time by Employee – Shows the time submitted by the selected employee(s)
• Time by Task – Shows time submitted against the task(s)
• Time by Class – Shows time submitted against the class(es)
• Time by Approver – Shows time approved by people and filtered by approver
• Time by Rep – Shows time submitted by rep(s); Can show bill rate, pay rate, commission, and other details
• Time Missing – Show time that has been entered, but not yet submitted for approval.
• Time Accrual – Show time accrual for user(s), such as PTO or vacation

Expense Reports

• Expenses by Employee – Shows expenses submitted by the selected employee(s)
• Expenses by Project – Shows expenses submitted against the project(s) including unsubmitted and unapproved data
• Expenses by Approver - Shows expenses approved by people and filtered by approver

Accounting Reports

• Invoices by Customer – Shows list of invoices filtered by company
• Payables by Employee – Shows list of payables to an employee
• Payables by Vendor – Shows list of payables billed to vendor(s)
• Budget Status – Shows the status of budgets per project
• PO Status – Shows status of POs per project

Summary Reports

• Project Summary – Displays detailed information about the selected project(s)
• User Summary – Displays detailed information about the selected user(s)
• Time Approval Audit – Displays the hierarchy of time approvals for the selected user
• Expense Approval Audit – Displays the hierarchy of expense approvals for the selected user
• Manager Audit – Displays the manager set for the selected user