In Adaptive, the Reports page gives you quick access to important financial and project data through a variety of built-in and customizable reports. You can use built-in reports to see transactions, budgets, draws, credit card reconciliations, unpaid bills, ACH payments, purchase orders, WIP, and more.
Reports:
In Reports, you'll be able to view your records in a variety of Built-in Reports.
And you can customize these built-in reports to create your own Custom Reports.
The Reports page is divided into 3 different tabs:
All Reports
Starred (Favorites)
Built-in Reports
Built-in Reports:
Adaptive already comes pre-loaded with variety of Built-in Reports:
All Transactions: A list of all bills, receipts, purchase orders, and draws.
Master Budgets Report: A master report across all of your jobs including fields such as budget, costs to date, drawn to date, undrawn costs, unpaid bills, POs, etc. Show Less
Undrawn Costs: A list of all undrawn costs with breakdowns by job, vendor, and cost code.
All Draws: View all of your individual draws showing the total draw budget, drawn to date, and amount remaining.
Credit Card Reconciliation: A list of all your credit card transactions along with whether they have been reconciled (matched) and have a receipt attachment.
Unpaid Bills Report: A list of all the unpaid bills. You can sort, filter, and group by job, cost code, vendor, etc.
ACH Payments: All electronic payments that you've sent from Adaptive.
Purchase Orders (POs): Summary view of all open purchase orders and balances by vendor.
WIP: Tracks the status of ongoing projects by comparing the work completed (and costs incurred) against the budget and billing to date.
If you have any questions or want to share feedback, feel free to reach out at [email protected].