Register, summary and exports

The Report Register

The register shows all reports on contracts where your company is either the contractor or the client. The project register covers one project. The company register covers all projects and has the eyebrow All projects (Всички проекти), an extra Project (Проект) column, a project filter and grouping by project.

Drafts are visible only to the company preparing them, so the client side never sees the contractor's drafts in its register.

1. Report Register (Регистър на отчети) in the project sidebar opens the page. It is shown only in the Execution phase.
2. Filters (Филтри) opens the filter panel, including Group by (Групирай по).
3. The search box "Search by project, contract or counterparty" (Търси по проект, договор или контрагент) filters the rows as you type.
4. Reports summary (Справки на отчетите) opens the summary page.
5. Total for the period (Общо за периода) adds up the "This period" values of all reports that match the filters.
6. A group heading shows the group name and "{count} reports" (… отчета).
7. Preview (Прегледай) in the Action (Действие) column opens the report.

Register columns

How to filter and group the register

1. On the Report Register page click Filters (Филтри).
2. Set any of the filters:
   • Project (Проект), company register only: "All projects" (Всички проекти) or one project.
   • Contract (Договор), project register only: "All contracts" (Всички договори) or one contract.
   • Counterparty (Контрагент): "All counterparties" (Всички контрагенти) or one company.
   • Status (Статус): "All statuses" (Всички статуси) or several statuses.
   • Assignee (Отговорник): "All assignees" (Всички отговорници) or one person.
   • Period (Период): This month (Този месец), Last month (Последният месец), Last 30 days, Last 3 months, Last 6 months, Last 12 months, All time (Целият период, the default) or Custom (Персонализиран) with From (От) and To (До).
   • Type (Тип): All (Всички), Budget (Бюджет) or Costs (Разходи).
   • Group by (Групирай по): None (Без), Project (Обект; company register only), Contract (Договор), Counterparty (Контрагент), Assignee (Отговорник) or Month (Месец).
3. Click Apply (Приложи). Clear (Изчисти) resets all filters.

1. The eyebrow All projects (Всички проекти) above the title.
2. The Project (Проект) filter, only in the company register.
3. The Period (Период) presets.
4. The Type (Тип) choice All / Budget / Costs.
5. The Group by (Групирай по) choice.
6. Apply (Приложи) and Clear (Изчисти).

The register itself has no export. To get a spreadsheet, use the reports summary or the export of a single report.

The Report Summaries page

The summary answers "what did we certify, by resource type". For each report it takes the certified value and splits it by the resource analyses of its positions into materials, machinery, labor and services, then adds additional costs and profit. It is useful for cost control and for the monthly reporting to management.

1. Register (Регистър) returns to the Report Register.
2. Filters (Филтри) sets period, project, contract, counterparty, assignee, status and grouping.
3. The Profit (Печалба) chip shows the total profit of the rows shown.
4. Columns (Колони) chooses the Visible columns (Видими колони) and Value columns (Стойностни колони).
5. Export (Експорт) downloads the summary as Excel.
6. The value columns split each report by resource type.
7. A report in italics with the icon "Not yet finally certified" (Не е окончателно заверен) is not approved yet.

How to open and use the summary

1. Open the Report Register (project or company) and click Reports summary (Справки на отчетите).
2. Click Filters (Филтри). By default the summary shows This month and status Approved only. Change the period, add statuses, or filter by project, contract, counterparty or assignee. Group by project (company summary only), contract, counterparty, assignee or month.
3. Type in "Search by report, project or contract" (Търси по отчет, проект или договор) to narrow the rows.
4. Use Columns (Колони) to show or hide columns.

Summary columns

The last row shows the grand total "Total · {n} reports" (Общо · {n} отчета); groups have their own subtotals.

Why the breakdown can differ from the report value: the resource analyses are read as they are at the moment you open or export the summary, while the report's unit prices were fixed when it was approved. If an analysis changed since, the split no longer adds up exactly to the certified value, and the difference is shown.

How to export the summary to Excel

1. On the Report Summaries page set the filters you want and wait until the table has refreshed.
2. Click Export (Експорт). While it is prepared the button reads Generating… (Генерира се…).
3. The file Report summary (Справка на отчетите).xlsx is downloaded.

The workbook is titled REPORT SUMMARY (СПРАВКА НА ОТЧЕТИТЕ), lists the company and period, the same columns and group totals, signature fields Prepared by (Изготвил) and Approved by (Одобрявам), and notes explaining that direct-price positions are allocated under Services, that italic rows are not approved yet, and why the allocation can differ from the report value.

Messages you may see:

• "Too many reports matched ({matchedCount}, maximum {reportCap}). Narrow the filters (period, project, counterparty) and try again."
• "No reports matched the selected filters." (Няма отчети, отговарящи на избраните филтри.)
• "The filters have changed — wait for the data to refresh before exporting." and "Please wait for the data to finish loading."
• "The report could not be exported." (Справката не можа да бъде експортирана.)

How to export a single report to Excel

Both companies can export any report they can see, at any status, for example to attach it to an invoice or to send it to a self-managed subcontractor.

1. Open the report and click Export (Експорт) in the action bar. The dialog Export report (Експорт на отчет) opens.
2. Under Positions (Позиции) choose All positions (Всички позиции) or Certified positions only (Само заверени позиции). The choice starts from the page's Certified lines only toggle.
3. Under Columns (Колони) choose the contract columns and column groups, as in the grid.
4. Click Export (Експорт). The button shows Generating… and the .xlsx file is downloaded. If it fails: "The report could not be exported." (Отчетът не можа да бъде експортиран.)

1. Positions (Позиции): All positions or Certified positions only.
2. Columns (Колони): the From contract columns and the Column groups.
3. Export (Експорт) downloads the .xlsx file.

The sheet is titled PAYMENT APPLICATION REPORT (ОТЧЕТ ЗА ИЗВЪРШЕНИ РАБОТИ). Its header lists Project, Contract, Report No. (Отчет №), Date and Status. The columns are No. (№), Code (Код), Description (Описание), Unit (Мярка), Note, Remark (Забележка) and the groups Contract (По договор), This period, Executed to date and Remaining (Оставащо), with their quantity and value columns, followed by a TOTAL (ОБЩО) row.

Common questions

Related

• How a payment application works
• Reviewing, approving, countering, rejecting
• Financial dashboard: committed, certified, margin
• Resource analysis
• Exporting