All Vertec reports at a glance
List of all reports by class
Operating mode
Cloud Suite
On-Premises
Base module
Services & CRM
Additional modules
Budget & Phases
Purchases
Resource Planning
Business Intelligence
Report templates
All reports are saved and edited in Settings > Reports & Scripts > Report Templates.
Overview
The following reports are or have been supplied by Vertec as standard.
| Class | Report | Type | Version | Desktop | Cloud | Web |
|---|---|---|---|---|---|---|
| Address Details... |
Letter | Legacy Office report | Before 6.8 | X | X* | Vertec-generated |
| Letter | Office Report | From 6.8 | X | X | X | |
| Email sample template | Office Report | From 6.7 | X | X | X | |
| Fax | Legacy Office report | Before 6.8 | X | X* | Vertec-generated | |
| Short letter | Legacy Office report | Before 6.8 | X | X* | Vertec-generated | |
| Short letter | Office Report | From 6.8 | X | X | X | |
| List of addresses | Legacy Office report | Before 6.8 | X | X* | Vertec-generated | |
| C5 Envelope | Legacy Office report | Before 6.8 | X | X* | Vertec-generated | |
| Outlay | Order | Legacy Office report | Before 6.8 | X | X* | Vertec-generated |
| Project Details... |
Work commenced | Rb Report | Before 6.3 | X | ||
| Work commenced | Office Report | From 6.2 | X | X | X | |
| Hours and fees by user | Internal report | Before 6.3 | X | |||
| Hours and fees by service type | Internal report | Before 6.3 | X | |||
| Letter | Legacy Office report | Before 6.8 | X | X* | Vertec-generated | |
| Letter | Office Report | From 6.8 | X | X | X | |
| Budget Overview | Rb Report | Before 6.3 | X | |||
| Budget Overview | Office Report | From 6.3 | X | X | X | |
| Invoice proposal | Rb Report | Before 6.3 | X | |||
| Invoice proposal | Office Report | 6.2 – 6.8 | X | X | X | |
| Fax | Legacy Office report | Before 6.8 | X | X* | Vertec-generated | |
| Cost overview by projects | Internal report | Before 6.3 | X | |||
| Customer turnover invoiced | Internal report | Before 6.3 | X | |||
| Short letter | Legacy Office report | Before 6.8 | X | X* | Vertec-generated | |
| Short letter | Office Report | From 6.8 | X | X | X | |
| Services grouped by phase and user | Internal report | Before 6.3 | X | |||
| Memo | Legacy Office report | Before 6.5 | X | X* | Vertec-generated | |
| Memo | Office Report | From 6.8 | X | X | X | |
| Monthly overview | Rb Report | Before 6.3 | X | |||
| Outstanding services/expenses/advance by project | Internal report | Before 6.3 | X | |||
| Project evaluation | Rb Report | Before 6.3 | X | |||
| Project evaluation | Office Report | From 6.3 | X | X | X | |
| Project display | Rb Report | Before 6.3 | X | |||
| Recapitulation of posts | Rb Report | Before 6.3 | X | |||
| Recapitulation of posts | Legacy Office report | From 6.2 | X | X | X | |
| Resource overview | Legacy Office report | Before 6.6 | X | X* | ||
| Resource plan | Legacy Office report | Before 6.6 | X | X* | ||
| Resource table | Legacy Office report | Before 6.6 | X | X* | ||
| Sales overview | Rb Report | Before 6.3 | X | |||
| downpayments | Rb Report | Before 6.3 | X | |||
| downpayments | Office Report | From 6.3 | X | X | X | |
| Phase | Project control | Legacy Office report | Before 6.6 | X | X* | |
| Resource table | Legacy Office report | Before 6.6 | X | X* | ||
| User Details... |
Absence list employees | Legacy Office report | Before 6.6 | X | X* | |
| Proof of work | Office Report | From 6.5.0.23 | X | X | X | |
| Proof of work Employees | Legacy Office report | Up to 6.5.0.22 | X | X* | ||
| user Evaluation | Rb Report | Before 6.3 | X | |||
| Processor evaluation | Office Report | From 6.2.0.5 | X | X | X | |
| Holiday settlement | Rb Report | Before 6.3 | X | |||
| Holiday settlement | Office Report | From 6.2 | X | X | X | |
| Monthly control | Rb Report | Before 6.3 | X | |||
| Monthly control Services | Office Report | From 6.3 | X | X | X | |
| Monthly overview | Rb Report | Before 6.3 | X | |||
| Monthly overview with standard hours | Office Report | From 6.3 | X | X | X | |
| Resource overview | Legacy Office report | Before 6.6 | X | X* | ||
| Resource plan | Legacy Office report | Before 6.6 | X | X* | ||
| Resource table | Legacy Office report | Before 6.6 | X | X* | ||
| Expenses to reimburse by type | Rb Report | Before 6.3 | X | |||
| Expenses to reimburse by type | Office Report | From 6.2 | X | X | X | |
| Overtime control | Rb Report | Before 6.3 | X | |||
| Overtime control | Office Report | From 6.2 | X | X | X | |
| Weekly overview Employees | Legacy Office report | Before 6.6 | X | X* | ||
| Time accounting | Rb Report | Before 6.3 | X | |||
| Time accounting | Office Report | From 6.3 | X | X | X | |
| Invoice Details... |
Invoice (address on the left) | Rb Report | Before 6.3 | X | ||
| Invoice (address on the right) | Rb Report | Before 6.3 | X | |||
| invoice | Legacy Office report | Before 6.3.0.17 | X | X* | Vertec-generated | |
| Invoice with processing sums | Legacy Office report | Before 6.3.0.17 | X | X* | Vertec-generated | |
| Invoice with processing sums | Office Report | From 6.3.0.17 | X | X | X | |
| Invoice with list of services | Rb Report | Before 6.3 | X | |||
| Invoice with list of services | Legacy Office report | Before 6.3.0.17 | X | X* | Vertec-generated | |
| Invoice with list of services | Office Report | From 6.3 | X | X | X | |
| Invoice with phase sums | Legacy Office report | Before 6.3.0.17 | X | X* | Vertec-generated | |
| Invoice with phase sums | Office Report | From 6.3.0.17 | X | X | X | |
| Services | Rb Report | Before 6.3 | X | |||
| Services by user | Rb Report | Before 6.3 | X | |||
| expense | Rb Report | Before 6.3 | X | |||
| Quote Details... |
Offer | Legacy Office report | 6.1 – 6.5 | X | X* | Vertec-generated |
| Quote | Office Report | From 6.6 | X | X | X |
* Advanced components installed and guaranteed access to the file system or, in the case of Word, Vertec-generated.