Maintenance reporting area

The Maintenance reporting area delivers reports based on your system settings. Information from these reports include lists of (AE) assignment types, (AO) job types, timesheet code types, department types and office types.

This area can also be used to analyse the associations between clients and contacts.This area can be used to print a list of the codes used to setup and configure your system. For example, you would use this area to produce a report containing all of your timesheet codes.

For marketing purposes many practices want to see which clients and contacts are associated. The association report details each contact with each of their responsibilities.

Available reports

Report	Product	Description
Assignment type	AE with Practice Manager	The Assignment Type reporting area is used to produce reports that contain template information used to create assignments.
Association	All	The Association reporting area is used to produce reports that contain all clients and their associates.
Centre	AE with Practice Manager	The Centre reporting area is used to produce reports that contain information on all the centres defined in the practice.
Charge rate	Practice Manager	The Charge Rate reporting area is used to produce reports that contain employees and their defined charge rates. You can use this report to view both current and historical charge rates.
Code	Practice Manager	The Code reporting area is used to produce reports that contain the task codes and task code types defined for each company.
Company	All	The Company reporting area is used to produce reports that contain information on all the companies defined in the practice.
Department	All	The Department reporting area is used to produce reports that contain information on all the departments defined in the practice.
Job type	AO with Practice Manager	The Job Type reporting area is used to produce reports that contain template information used to create jobs.
Office	All	The Office reporting area is used to produce reports that contain information on all of the offices defined in the practice.
Processing time setup	Practice Manager	The Processing Time Setup reporting area is used to produce reports that contain all the accounting periods in the system, including the accounting year.