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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 phasesshow costs and charges for each step of the translation workflow. 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 translation buyer and the Language Service Provider (LSP) an estimate of costs for a project within a specific time period.

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

• 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 completed the Leverage TM phase may Any phase that generates cost can be included in the Cost this report.

• The Cost report only returns phases that are assigned to the vendor running the cost This report can limit cost information to the work done by the vendor who is generating the report. 

Invoices

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

• Phases must be invoiceable to be included in the Invoice report. That is; the phase must be completed, billable, and marked for inclusion in the Invoice report. 

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

follow these steps:

1. Open the Vendor application.

2. In the sidebar, click Reports. 

3. When the Reports page opens, click either the COST DETAILS or the INVOICES tab.

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Cost Details Reports

To generate a Cost Details report:

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 or vendors whose costs details you want to see.

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

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

   • Invoiceable Status - From the Invoiceable Status list, select any or all 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 in process or haven’t been started yet.

3. Click CREATE.  

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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.  

Filters

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

 The following are the available filters:

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

• this filter. You can filter by

• more than one project, as long as each project has at least one phase that is assigned to your

• vendor’s organization.

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

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

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

Search Reports

Use the search box in the upper right corner -left to search by any for existing reports. Enter one of the following search criteria:

• Report #

• Type

• Vendor

• Date

• AmountRequested By