There are two Work in Progress standard reports that you can use in AroFlo. You either use these forms as is or use them as a basis for creating your own custom report.
| Area | Report name | Description |
|---|---|---|
| Tasks | Task Work In Progress (WIP) By Date | Displays the costs incurred and revenue received between specified dates (Tasks WIP Date Filter) |
| Projects | Project Over/Under Billings | Displays the Over or Under Billings (WIP) value of all Open Projects based on Completion Percentage. |
Read more about each, below, or watch the video for a brief tutorial covering both reports.
Video
Task Work In Progress (WIP) By Date
Our standard Task report Task Work In Progress (WIP) By Date is useful to see what costs were incurred and invoices raised between specified dates, and easily shows you a breakdown of your Profit and Loss by showing you your costs and invoices between a date range.
The report contains a filter (called Tasks WIP Date) specifying a timeframe and contains WIP fields/columns that only show values for costs added to tasks within the specified dates set in the filter.
The default timeframe the filter uses is ‘Last Month’. If you want to change the timeframe to something else (e.g. ‘Last Quarter’, ‘This Month’ or choose your own date range), or if you want to make any other changes to the report, e.g. change the task statuses being used, add additional fields like Project fields, or want to add groupings, we recommend you create a custom report.
Show filter
Project Over/Under Billings
Our standard Project report Project Over/Under Billings is useful if using the % of Contract option and is designed to show you whether your projects have been Over or Under Billed. This report answers the question “Am I allowed to invoice more money?”
The report uses the Project amount (Project Estimate Total field) and the completion percentage to work out how much of the project has been earned and then takes this away from how much has already been invoiced to give you a Project Value Claimable (Project work in progress value). If you have claimed for over what your project is worth, you will have a negative Project Value Claimable amount.
