Reports (LSP)

Overview

On the Reports tab, language service providers (LSP) have access to the Cost DetailsInvoice, and Linguist reports. These reports, which you can export as .csv files, show costs and charges for each step of the translation workflow. The invoice also includes a summarized PDF version of the CSV file.  

Cost Details Reports

This report includes all the phases that are assigned to the vendor or LSP who’s running the report. 

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

  • Cost Details show costs for phases that are billed on word count and hours spent.

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

  • Any phase that generates cost can be included in this report.

Invoices

  • With the Invoice report, LSPs can quickly invoice their client.

  • The Invoice report includes phases that are ready to be invoiced based on the workflow rules.  

  • Phases cannot be invoiced twice so once a phase is invoiced, it will not be included in any other invoice.  

Linguist Reports

  • The Linguist Report shows the real amount of work completed on a task based on segment data. This means that two or more linguists can work on a single phase and have their work reflected in this report. 

  • LSPs see the real user name in the Responsible User column instead of the alias.

Generate Reports

To generate a report, follow these steps: 

  1. Open the Vendor application.

  2. In the left sidebar, click Reports

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

Cost Details Report

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:

    • Client - Select the applicable client whose cost 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 by.

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

      1. Invoiced - Filter phases where you have invoiced or billed your 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.

  3. Click CREATE.  

The system generates a report according to the vendor’s selected 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.

Invoice Report

Continuous – To generate an invoice for continuous project types, follow these steps:

  1. Click the INVOICES tab.

  2. When the Create New Invoices Report window opens, enter the following:

    • Client - Select the applicable client you want to create an invoice for.

    • Project Type - Select the Continous Projects option.

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

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

  3. Click CREATE.

Scoped – To generate an invoice for scoped project types, follow these steps:

  1. Click the INVOICES tab.

  2. When the Create New Invoices Report window opens, enter the following:

    • Client - Select the applicable client you want to create an invoice for.

    • Project Types - Select the Scoped Projects option.

    • Select Projects - Select the applicable projects that you want to create an invoice of. A separate invoice will be run for each project you select.

  3. Click Create.

The system generates an invoice according to the vendor’s selected preferences. To access the file, click the hamburger menu in the right-most column for the applicable invoice, and then click Download. The report is stored in your local downloads folder.

You can also generate a linguist report with the same parameters as the invoice report you are currently generating. This linguist report will start immediately after the invoice report completes. Select the Run Linguist Report checkbox to generate the report.

Linguist Report

To create a Linguist report, follow these steps:

  1. Select the LINGUIST REPORTS tab, and then click the plus symbol beside Linguist Reports.

  2. When the Create New Linguist Report window opens, enter the following information:

    1. Client - Select the applicable client.

    2. Timeframe options - Enter the time frame with which you want to generate a report. You can review records within a two-month range.

    3. Filters - Select the applicable filter options.

  3. Click CREATE.

The system generates a Linguist report according to the vendor’s selected preferences. To access the file, click the hamburger menu in the right-most column for the applicable report, and then click Download. The report is stored in your local downloads folder.

Filters

The Cost Details, Invoice, and Linguist 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 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 to search for existing reports. Enter any of the following search criteria:

  • Report #

  • Requested By

Download and Delete Reports

To download or delete reports, follow these steps:

  1. Log in to the Vendor app.

  2. In the left sidebar, click the Reports tab, and then select the type of report you wish to manage.

  3. In the right-most column, click the hamburger menu, and then select the process you want to perform.