Reports Icons

The Reports Ribbon is separated into several tabs for different kinds of reports, and each icon represents a specific report template.

The Clients tab

Contains Static Reports showing the total funds invoiced by clients.

The All report adds up invoices within the period specified by the Global Date Filter.

The Top 5/10/25 reports each come in two versions: This year and All time. They show the indicated number of clients with the greatest total invoices over either the current year or across the entire database. They also show the overall percentage of the displayed clients' invoices in your gross revenue.

The Jobs tab

Contains static reports relating to Job productivity, Incomes and expenses, and service distribution. All reports on the tab except Sales History and Sales by service are affected by the Global date filter.

Jobs Chart	A bar diagram showing the monthly total volume of jobs created for a specific client
Jobs Table	Similar to Jobs Chart, but presented as a table.
Volume of Completed Jobs	A table showing the total volumes of completed jobs, with columns representing months and rows representing volume units.
Sales Table	A table showing total sales for each month in the selected period.
Sales chart	A bar diagram showing the total monthly sales over the selected period.
Total Sales by Clients	Contains separate tables for each client, with the total volume and value of each "Group/service/unit" combination sold to each client.
Sales History chart	A bar diagram showing the total monthly sales over the entire history of the database. Not affected by the Global Date Filter.
Sales History Report by Clients	Shows the total volume and value of each unit type sold to each client over the entire history of the database. Not affected by the Global Date Filter.
Sales by Service	A pie diagram showing the percentage of specific services in the total sales volume. Not affected by the Global Date Filter.
Sales by units	A table showing the total volume and sum value of each kind of unit sold to all clients
Income and Expense Report Table and List	Reports showing monthly incomes and expenses, and totalling them to arrive at the overall balance. The two reports differ mainly in layout.

The Invoices tab

Contains reports on performance and service distribution in terms of invoices.

Invoice Register

Contains tables showing basic information on all invoices issued to each client (Date issued, Date due, number, total, paid amount, currency).

Customer ledger

A table showing the total payments received from each client, further added up to totals in each currency and the grand total in the base currency.

Sales chart

A bar diagram showing the total monthly sales (based on invoices) over the selected period.

Sales History chart

A bar diagram showing the total monthly sales (based on invoices) over the entire history of the database. Not affected by the Global Date Filter.

The Payments tab

Contains reports on profits and service distribution in terms of payments.

Sales History chart	A bar diagram showing the total monthly sales (based on payments) over the entire history of the database. Not affected by the Global Date Filter.
Sales chart	A bar diagram showing the total monthly sales (based on payments) over the selected period.
Sales List	A chronological list showing the linked invoice numbers, Client job names and numbers, and the amounts paid for each payment over the selected period.
Account Receivable	Shows the totals of expected payments from each client. Is not affected by the Global Date filter.
Customer ledger	A table showing the total payments received from each client, further added up to totals in each currency and the grand total in the base currency.
Income Report #1	Shows a list of all payments issued over the selected period, with issue date and total in both client's currency and base currency.
Income Report #2	A table of monthly payment totals from all clients, in the base currency.
Cash Flow Table and List	Reports showing monthly payments from client and to experts, and totalling them to arrive at the overall balance. The two reports differ mainly in layout.

The PMs tab

Contains reports on Project Manager productivity.

Completed Client Jobs

The total volume of client jobs completed in the selected period by each PM, separated by year, month and unit.

POs Register

A list of all POs given to each freelancer over the selected period, with totals for each currency and a grand total.

Efficiency

A Productivity review for a specific PM over the selected period (projects completed, total payments received and given, total income for the company)

The Corporate Team tab

Contains reports on Corporate Expert performance and productivity.

Top 5	Shows the Top 5 experts by the total value produced and their percentage of total gross production by all Corporate Experts over the selected period
Jobs Completed by Expert	Shows details of Jobs completed by a specific expert in a specific month and their total value for that month.
Cost of Jobs	Shows the total cost of all Corporate jobs completed by each expert over the selected period.
Breakdown of Services Provided	A pie diagram showing the percentage of specific services provided by corporate experts. Not affected by the Global Date Filter.
Volume of Completed Jobs	The total volume of corporate jobs completed in the selected period by each Expert, separated by year, month and unit.
Average Output by Expert	Shows the total Volume produced and time spent by each expert, separated by service provided.
Personal Output	Shows the details of jobs (Code, Name, Service, Volume, Time Spent, Timeline and Productivity (Volume/Time). You can select a specific Expert and\or volume unit to display, and determine whether to include only Completed jobs. Not affected by the Global Date Filter.
Average Output by Service	Shows the total Volume, Time spent and Productivity for each service performed by the company, separated by Expert.

The Freelancers tab

Contains reports on Freelancer performance and financial relationships.

Volume of Completed Jobs	The total volume of freelance jobs completed in the selected period, separated by year, month and unit, with grand totals for each unit type.
Jobs Chart by Expert	A bar diagram showing the monthly total value of jobs completed by a specific expert over the selected period.
Orders Distribution	Shows the payments terms, totals of jobs completed in the selected period, taxes withheld, the funds to transfer and the currency for each freelancer
Average Output by Expert	Shows the total Volume produced and each freelance expert, separated by year, month, and unit type.
POs Register	A list of all POs given to each freelancer over the selected period, with totals for each currency and a grand total.
Payments Made	Shows a chronological list of all payments made to freelancers over the selected period, with totals for each currency and a grand total.
Outstanding POs	Shows a list of unpaid or partially paid POs over the selected period, with totals for each currency and a grand total.
Future Payments	Shows the total amount of expected freelancer payments in two lists, one separated by freelancers, the other separated by date.

The Custom tab

The Custom tab contains any additional reports added to the database via the Load function in the Advanced Settings>Reports window if the Backstage view.

The 3D tab

The 3D tab contains Dynamic Reports: presets for the Pivot Grid, which can be customized, sorted and filtered to display only the relevant information before being exported to any compatible format. Each of the reports available has a unique set of fields which can be placed into the Pivot Grid.

Form left to right, the reports create summaries on the following:

Corporate, Freelance and Client Jobs
Projects headed by PMs with currently active Projetex user accounts, or by all PMs regardless of account status
Job Assignments, Purchase Orders and Invoices
Payments given to corporate or freelance experts, or received from clients.