Reports (Client)

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.

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

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

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

• This report only accounts for phases that are assigned to the vendor who is generating the 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. 

Generate Reports

To generate a report, 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.

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 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 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.  

Invoice Reports

Clients cannot create Invoice reports, but they can download invoices that their LSPs have 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 according to projects, metadata, and language pairs. The following are the available filters:

• Project Filters - Filter results according to projects. You must first select a vendor before using this filter. You can use several projects as filters, as long as they have at least one phase that is assigned to your vendor 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 languages 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 to search for existing reports. Enter any of the following search criteria:

• Report #

• Type

• Vendor

• Date

• Amount