Reports (Client)

On the reports tab, Enterprise users have access to Cost and Invoice reports. These report export as .csv files and both are rows of individual targets. Below are a few more details about both reports to help you understand the differences between them.

Cost Reports

• The Cost report's purpose is to give a client an estimate of costs for a specific time period.
• It shows accurate costs for phases billed based on word count but only provides quotes for hourly costs.
• Cost reports 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 be included in the Cost report.
• The Cost report includes work assigned to all vendors. 

Invoice Reports

• Invoice reports are meant to give clients and vendors accurate cost information on invoiceable work. 
• Phases must be invoiceable to be included in the Invoice report. 

Create Reports

To create a report,

1. Log into the Lingotek Vendor app as an enterprise user.
2. On the left, select the Reports tab and then choose the type of report you wish to create.
3. On the right, click the + icon.

4. Complete the dialog. Select a vendor, a date range, and the type of report you wish to create. Apply filters as desired. 
   
   
   
   

   1. Cost Reports

      1. Date Range - Limited to two months.
   2. Invoice Reports

      1. Date Range - Limited to two months. 

      2. Vendor - Only the phases assigned to the selected vendor will be included in the Invoice Report. 

   3. Filters - Cost and Invoice reports can be filtered by projects, metadata, and language pairs. 

      1. You can filter by multiple projects. 
      2. You can filter on several metadata fields, however, targets will only be returned if they match all metadata listed in the filter. 

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

5. When you are ready, click Create.
    
6. 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.
    
7. Click the More  icon and select Download.
    
8. The report will be added to your browser’s Downloads folder.

Find Reports

Use the search box in the upper right corner to search by any of the following criteria:

• Report #
• Type
• Vendor
• Date
• Amount

Download, Archive, Delete Reports

1. Log into the Lingotek Vendor app.
   
   
2. On the left, open the Reports tab and select the type of report you wish to manage.
   
   
3. On the far right, hover over the report row to display the More  icon.
   
   
4. Click the More  icon and select the action you wish to perform. 

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 will ever appear in any of the reports in Vendor. 

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

• The cost columns in these reports include the 4th decimal place of the pay rate. While this may not seem standard, we allow users to set their rates to the 4th decimal place (for percentage-based rates this is 6 decimals). Due to this, it is necessary for the rates to go out to the 4th decimal place to get the most accurate costs.