People Summary Report

This report shows the sum of all hours charged by an individual and that individual's organization and project that the hours were charged to. Displayed below are the query screen and the results grouped by Project and Person.

Person Organization: shows all Organizations that each person belongs to. This is a field on Person page when you create a new Person record.

Project: use this criteria if you want to search for one or more particular Project(s) when you know its Organization Code and Project Code (The first field of the Project).

Person: all People that assigned to the Projects are shown here.

Date Range: use this criteria to define the date range for which the report will cover.

Grouping: use this criteria to specify that the report summarize by Project or Person.

Rate: use this criteria to specify the rates used to calculate dollar amounts. Based on what you select, the report will either use the person's bill rate or cost rate for all calculations. You can also specify whether the report uses diluted values or not (see Unanet Dilution for more details).

Adjustments: use this criteria to specify whether or not to show adjustment data. If you wish to see adjustment data on the report, you have the option of using posted date or worked date.

Expenses: use this selection criteria to define which expense items will be included in the report -

all expenses that were incurred in the report date range OR
all expenses that were included in the expense vouchers that were completed in the report date range

Note: If your administrator has setup the reports to display company logo, then the report will look a little different with an extra field appended to the form. Click here for an example. If your administrator has setup the reports to be able to display different company logos, then the report will look a little different with 2 extra fields appended to the form. Click here for an example.

People Summary Report - Grouped By Project, Cost

People Summary Report - Grouped By Person, Cost

Person Summary Report - Group by Project, Cost, No Adjustments:

Person Summary Report - Group by Project, Cost, Adjustments using Posted Dates within Range:

Person Summary Report - Group by Project, Cost, Adjustments using Worked Dates within Range:

Person Summary Report - Group by Project, Bill with Dilution Option:

This report includes two sets of amounts:

gross amounts which represent the both billable and non-billable time and expense amounts. The time amounts are calculated based on the number of hours reported and the person's bill rate.
billable amounts which represent the billable time and expenses only. Currently for the purposes of this report, the time and expenses are considered billable if the project type to which the time and expenses were charged was billable.

The information in this report is organized by person.

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