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Overview

On the Reports tab, clients, have access to Cost Details and Invoices. These reports, which you can export as .csv files, are made up of rows of individual phases. The invoice also includes a summarized PDF version of the CSV file.

Cost Details Report

  • The purpose of the Cost Details report is to give both the vendor and the Language Service Provider (LSP) an estimate of costs for a project within a specific time period.

  • This report shows Cost Details show accurate costs for the phases that are billed based on word count and . It also provides quotes for hourly costs.

  • Cost reports This report can return phases that are completed or in progress in the TMS.

  • All phases that belong to targets that have at least were completed in the Leverage TM phase may can be included in the Cost this report.

  • The Cost This report only returns accounts for phases that are assigned to the vendor running who is generating the cost report. 

Invoices

  • Invoice reports are meant to give clients and vendors accurate cost information on invoiceable work so the LSP can invoice the client.

  • Phases must be invoiceable to be included in the Invoice report. 

Create

Generate Reports

To create generate a report,

  1. Log into the Lingotek Vendor app.

  2. On the left, select the Reports tab and make sure Invoice Reports is highlighted in the sidebar. 

  3. On the right, click the + icon.

Cost Details Report

  • Date Range - Limited to two months.

  • Complete the dialog. Select a date range and apply filters as desired. 

  • When you are ready, click Create.

  • A new report will display on the reports list. On the far right, hover over the report Amount (displayed on the far right) to display the More icon.

  • Click the More icon and select Download.

    • The report will be added to your browser’s Downloads folder.  

    follow these steps:

    1. Open the Vendor application.

    2. In the left pane, click Reports. 

    3. When the Reports page opens, click either the COST DETAILS or the INVOICES tab in the upper pane and then click the add symbol beside the page heading.

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    Cost Details Reports

    To generate a Cost Details report, follow these steps: 

    1. Click the COST DETAILS tab on the Reports page of the Vendor application. 

    2. When the Create New Cost Details Report window opens, enter the following details:

      • Vendor - Select the applicable vendor whose costs details you want to see. 

      • Timeframe Options - Enter the time frame with which you want to generate an invoice. You can review records within a two-month time frame.   

      • Filters - Select the applicable options that you want to filter your report with.

      • Invoiceable Status - From the Invoiceable Status list, select any of the following: 

        1. Invoiced - Filter phases where an LSP has invoiced or billed their client. 

        2. Invoiceable - Filter phases that are ready to be invoiced. 

        3. Not Invoiceable - Filter phases that are currently ongoing or haven’t been started yet. Phases like these are not yet invoiceable. 

    3. Click CREATE.  

    Info

    The system automatically generates a report according to the client’s set preferences. To access the report, click the hamburger menu in the right-most column of the applicable report, and then click Download. The report is stored in your local downloads folder.

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    Invoice Reports

    Clients cannot create invoices Invoice reports, but they can download invoices that their LSPs have run. Simply select the More icon at the end of the row and select generated. To access an Invoice, click the INVOICES tab on the Reports page of the Vendor application. After that, click the hamburger menu in the right-most column of the applicable invoice, and then click Download.  

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    Filters

    Both the Cost Details and Invoice reports can be filtered by according to projects, metadata, and language pairs. 

    You must

     The following are the available filters:

    • Project Filters - Filter results according to projects. You must first select a vendor before using

    the project

    • this filter. You can

    filter by

    • use several projects

    that

    • as filters, as long as they have at least one phase that is assigned to your vendor organization.

    You can filter on several metadata fields, however,

    • Meta Filters - Filter results according to a project’s metadata. Note that targets will only be

    returned

    • accounted for if they match all metadata listed in the filter

    . 

    Find Reports

    Use

  • Filter on as many language pairs as desired, any target that matches any of the language pairs will be returned.  

    • Locale Filters - Filter results according to languages or locale pairings. Targets that match the selected language pairs are included in the report.

    Search Reports

    With the search box in the upper-right corner to search by any of the following criteria, you can search for reports in the Vendor application. Enter the following search items to find the applicable report faster:

    • Report #

    • Type

    • Vendor

    • Date

    • Amount

    Excerpt

    Notes on Exported Reports

    • Each row in the exported invoice report represents a phase.

    • Each row in the exported linguist report represents a unique combination of a phase and linguist. (If three linguists worked on one phase, then three rows will be represented for that phase). 

    • Only phases that are marked as billable in the Workflow a workflow will ever appear in any of the reports in Vendorthe Cost Details report.  

    • Only billable phases that have been marked as invoiceable will ever appear in an Invoice. 

    • The cost Cost columns in the report are displayed to until the 4th decimal place since we allow users to set their rates to the 4th decimal place (for percentage-based rates this is 6 decimals). It is necessary for the rates to go out to the 4th decimal place to get the most accurate costs.  

    On this page:

    Table of Contents