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A range of standard reports and stored procedures is being developed for use in the My Management process.
We fully expect however that there will be custom Crystal reports developed to met the specific requirements of Clients in their use of this functionality.
Standard Reports
The list of current standard reports is as follows:

Panel Report Name

Crystal Report Name

My Job Activity in Current Period

wbMyJobActivity.rpt

My Job Debtors Outstanding by Client

wbMyJobDebtors.rpt

My Job Debtors Outstanding by Client

wbMyJobDebtorsAgeing.rpt

My Managed Profit Centre Productivity for Last Four Weeks

wbMyManagedPCProductivity.rpt

My Productivity for Last Four Weeks

wbMyProductivity.rpt

My Profit Centre Productivity for Last Four Weeks

wbMyPCProductivity.rpt

Productivity for the Last Four Weeks

wbProductivityForLast4Weeks.rpt


My Job Activity in Current Period

 

Description

Listing of Costs and Revenue by Job where Job Manager is logged in user.
Also displays a Surplus or deficit percentage.

Crystal Report Name

wbMyJobActivity.rpt

Stored Procedure Used

wbMyJobActivity




My Job Debtors Outstanding by Client

 

Description

List of outstanding values by Client where the logged in user is the Job Manager.
Aged by months outstanding.

Crystal Report Name

wbMyJobDebtors.rpt

Stored Procedure Used

wbMyJobDebtors




My Job Debtors Outstanding by Client

 

Description

List of outstanding values in total where the logged in user is the Job Manager.
Aged by months outstanding and represented with a Graph and in data form.

Crystal Report Name

wbMyJobDebtorsAgeing.rpt

Stored Procedure Used

wbMyJobDebtors




My Managed Profit Centre Productivity for Last Four Weeks

 

Description

Hours by Profit Centre, for the last four weeks where logged in user is the Profit Centre Manager.
Displays Chargeable and Non Chargeable hours and percentage of total and a Graph of the results.

Crystal Report Name

wbMyManagedPCProductivity.rpt

Stored Procedure Used

wbMyManagerPCProductivity





My Productivity for Last Four Weeks

 

Description

Personal productivity for the logged in user for the last four weeks.
Displays Chargeable and Non Chargeable hours and percentage of total and a Graph of the results.

Crystal Report Name

wbMyProductivity.rpt

Stored Procedure Used

wbMyProductivity




My Profit Centre Productivity for Last Four Weeks

 

Description

Graphical and data presentation of Productivity for the last four weeks, for the Jobs on the Profit Centres the logged in user is the Manager of, totalled by week.
Displays Chargeable and Non Chargeable hours and percentage of total and a Graph of the results.

Crystal Report Name

wbMyPCProductivity.rpt

Stored Procedure Used

wbMyPCProductivity






Productivity for the Last Four Weeks

 

Description

Productivity by week, for the last four weeks, for the Jobs on the Profit Centres the logged in user is the Manager of. Displays Chargeable and Non Chargeable hours and percentage of total.

Crystal Report Name

wbProductivityForLast4Weeks.rpt

Stored Procedure Used

wbProductivityLastFourWeeks




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