Avaza's reports turn your projects, tasks, schedules, timesheets, expenses, estimates and invoices into summaries you can filter, print and export. There are more than 30 of them, ready to run.
This guide shows how to find a report, run it with your own parameters and use the report viewer.
Find a report
Click Reports in the left menu.
On the Standard tab, find the report you need. Reports are grouped by area, and each card has a short description.
Type in the Search box to filter the cards by name or description.
Click a card to open the report.
The tabs at the top right of the Reports page help you get back to the reports you use:
- Standard: every report you have access to.
- Popular: a shortlist of widely used reports. Cards on the Standard tab are also marked Popular or New.
- The heart tab: your favourites. Click the heart on any report card to add it.
- Saved: reports saved with your parameters, including the ones your team has shared. See saving and sharing reports.
The Standard tab groups the reports into these areas. Each has its own overview:
- Project Management: project budgets and profitability, tasks, timesheets, utilisation and schedules. See the project management reports.
- Finance: invoices, payments, estimates, revenue, tax, profit and loss, and supplier bills. See the finance reports.
- Expense: spending by category, person and customer, and receipts. See the expense reports.
- Exports: plain data files for spreadsheets and other systems. See exporting data.
Run a report
A report opens in the report viewer, with its parameters (filters) in a panel on the right.
Set the parameters, such as Date Range, customers, projects, people or statuses.
Date Range offers presets such as This Week, Last Month and Year To Date, or Custom Date Range for dates of your own. Required parameters are marked with an asterisk (*). Under a list where you can pick several values, click ALL or NONE to select everything or clear it.Click Preview at the bottom of the panel. The report runs with your choices.
Change a parameter and click Preview again to update the report.
Many reports also let you shape the layout. Look for options such as Primary Grouping, Show Columns and Sort Columns in the parameters panel.
Reports read your live data. Click Preview again, or Refresh in the toolbar, to see changes made since the report ran.
Use the report viewer
The toolbar above the report has these buttons. Hover over a button to see its name.
Button | What it does |
|---|---|
Page arrows and page number | Move between the pages of the report. |
Navigate Backward / Navigate Forward | Go back to the report after opening a detail view, and forward again. |
Refresh | Run the report again. |
Toggle Print Preview | Switch the print layout on or off. Reports open in print preview. |
Export | Download the report as PDF, Excel, Word and other formats. See exporting data. |
Print the report. | |
Toggle Parameters Area | Hide the parameters panel to give the report more room, or show it again. |
Zoom In / Zoom Out / Toggle FullPage/PageWidth | Change the size of the page on screen. |
Names and numbers shown as blue links open more detail. For example, a customer or person can open a detailed breakdown, and some reports link to the record itself in Avaza: in Timesheet Details, the hours of a time entry link to that person's timesheet for the day, so you can open the entry and edit it if needed. Use Navigate Backward to return from a breakdown.
To keep your parameter choices, click Save As under Preview. It's available once the report has finished running. See saving and sharing reports. On paid plans, a saved report can also be emailed on a schedule.
Who can see which reports
The reports you see depend on your roles. An Administrator sets roles in Contacts. See managing users and contacts.
Role | Reports |
|---|---|
Administrator | Every report, including the Exports group, except My Schedule vs Timesheets and My Utilisation Report. Those two need the Timesheet/Expense User or Scheduling User role as well. |
Finance Manager | Finance, expense and project reports, but not the Exports group. |
Portfolio Manager | Project reports. |
Project Manager | Most project reports, but not the Staff Utilisation Report, Project Earnings and Remaining Value, Fixed Amount Revenue or Project Budget Analysis. See project management reports. |
Timesheet/Expense User | "My" reports that show only your own work: My Timesheet Details, My Expense Details, My Schedule vs Timesheets and My Utilisation Report. |
Scheduling User | My Schedule vs Timesheets and My Utilisation Report. |
Project Collaborator | The Task List Report (Restricted), for the projects they're a member of. |
Customer contacts can have the Timesheet/Expense User, Scheduling User and Project Collaborator roles, and get those reports too. Someone with several roles gets the reports of all of them. The Timesheet Approver, Expense Approver, Scheduling Manager, Schedule Viewer and Chat User roles don't open the Reports area on their own: someone with only those roles doesn't see Reports in the left menu.
In project reports such as Timesheet Details, Task List and Project Profitability, Administrators, Finance Managers and Portfolio Managers can choose any project. Everyone else, including Project Managers, sees only the projects they're a member of. That's the usual reason a project is missing from someone's report.
If a module is switched off for your account, its reports are hidden too. For example, Schedule Details, Schedule vs Timesheets and My Schedule vs Timesheets only appear when resource scheduling is on.