How to edit, customize and add new Reports
The majority of business reports can be customized as follows:
Choose the columns to include and specify the order in which they should appear.
Add your company logo, preferred colours and formatting.
Add the formulas you need for the financial calculations and other business needs.
Add charts or pivot tables.
Add more sheets.
To build your own reports, consult the two links below:
Add New Report - Clone an existing report and give it a new name.
Edit Report Templates - Edit your new report's Excel template and customize layout and content.
All the reports you have created, are based on existing default reports. The sections listed below provide the information you need to customize your own templates:
- Report S100 - Client and supplier costs - Details
- Report S101 - Client and supplier costs - Grouped by Service
- Report S102 - Client and supplier costs - By effective date
- Report S103 - Project profit and loss
- Report S105 - Project profit and loss - By service
- Report S106 - Project profit and loss - By service - Compact
- Report S107 - Client and supplier costs - By language
- Report S108 - Languages - Profit and Loss Analysis
- Report S300 - Client orders
- Report S301 - Client sales - Grouped by service
- Report S302 - Client sales by task and languages
- Report S303 - Client sales - Details
- Report S400 - Project Jobs and Documents
- Report S401 - List - Completed Jobs
- Report S402 - List - Not Completed Jobs
- Report S403 - List - Assigned Jobs
- Report S404 - List - Not Assigned Jobs
- Report S405 - List - Cancelled Jobs
- Report S410 - Jobs - Counts & Costs
- Report S420 - View - Jobs Volume
- Report S421 - View - Jobs Pretranslations
- Report S503 - Supplier Services And Prices
- Report S504 - Client Services And Prices
- Report S530 - Supplier Work Days
- Report S531 - Supplier Work Days - By Service
- Report S540 - Supplier Ratings
- Report S600 - MT Hive Usage Report
- Report S700 - Project and Jobs labels
- Report S710 - Document translations, revisions and comments
- Report S711 - Document translations, revisions and comments for all language versions
What if my reporting needs more specific customization that is not covered by the current documentation?
Wordbee can build reports for you. Please contact us for more information and pricing.