Project-Level Reports (Payables, Billing, Work Orders, Change Orders, Forms)

🧾 Project-Level Reports (Payables, Billing, Work Orders, Change Orders, Forms)
 

In Ontraccr, each individual project offers a suite of exportable reports across key categories such as purchasing, billing, work orders, change orders, and forms. These reports help project managers and coordinators track job-specific data and generate formal documentation as needed.

📍 How to Access Project-Level Reports

1. From the sidebar, go to Projects.
2. Search for or click on the specific project.
3. Navigate to the relevant tabs for each report type:
   • Payables
   • Billing
   • Work Orders
   • Change Orders
   • Forms
   • Budget
   • Progress
   • Contracts

Each section includes its own export function where applicable.

📦 1. Payables Report

Location: Projects > [Project Name] > Payables

• Shows all purchase orders for that project.
• Use the Export button to download a full list of submitted POs.

💸 2. Billing Report

Location: Projects > [Project Name] > Billing

• Lists every invoice generated for the project.
• Use the Export to Excel button to extract invoice data.

📝 3. Work Orders Report

Location: Projects > [Project Name] > Work Orders

• Displays a form log of submitted work orders.
• Click Export to download the log and associated details.

🔁 4. Change Orders Report

Location: Projects > [Project Name] > Change Orders

• Functions the same way as the work order log.
• Use Export to get a detailed change order report.

📋 5. Forms Report

Location: Projects > [Project Name] > Forms

• This area displays a form log for all other forms submitted on this project.
• You can:
  • Apply filters to narrow down submissions
  • Click Export to download only the filtered results

💰 6. Budget Report

Location: Projects > [Project Name] > Budget

• Click the three-dot icon in the top-right corner.
• Choose:
  • Export to Excel
  • Export to PDF

Exports will include:

• Budgeted hours
• Start/End dates
• Hourly rates (if configured)

📉 7. Progress Report

Location: Projects > [Project Name] > Progress

• Displays actual hours/costs against budget.
• Filter by date range using the top filter bar.
• Click the three-dot icon to:
  • Export to Excel
  • Export to PDF

📑 8. Contract Log

Location: Projects > [Project Name] > Contracts

• Shows a log of all progress billing invoices tied to that project.
• Click the PDF icon beside any invoice to view or print it.

⚠️ You cannot export all invoices at once. You must download them individually from the log.

📌 Tips for Usage

• Use these exports for:
  • Internal reporting
  • Client-facing documents
  • Regulatory or financial audits
• Filtering forms before exporting helps reduce noise in large projects.
• Combine Budget and Progress reports to get a clear picture of project burn.