T&I Booking Report

Modified on Wed, 20 Aug at 9:43 AM

Reports > T&I Booking Report

 

What does this Report do/show?

This report is a summary of all booking and appointments made within a given date range.


It includes: 

  • appointment/delivery date
  • appointment time
  • job number and title
  • client organisation
  • supplier organisation
  • booking type (interpreting/translating)
  • language
  • appointment status


You can choose a Report Level which can either be Summary or Detailed. The detailed report also includes:

  • cost stage and description
  • cost title
  • postcode
  • minutes (interpreting)
  • no. of words (translating)
  • cancellation date/time/reason
  • supplier contact
  • supplier paid status
  • invoice export batch date
  • invoice number
  • mark-up
  • client department/section/contact
  • client fee (inc./exc. travel)
  • charging status
  • charging batch date
  • date ordered
  • charging batch number

 

Filters/Options:

You may filter by the following options for a more specific report.

  • Type of work (i.e. translation/interpreting/training)
  • Report type
    • Bookings only
    • All costs (includes other costs such as adjustment costs for travel, etc.)
  • Appointment status
  • Date range (interpreting appointment date / translation delivery date)
  • Order places date range
  • Client organisation/department/section/contact
  • Supplier organisation/contact
  • Project manager
  • Language
  • Supplier paid status
  • Client charged status
  • Report level
    • Summary
    • Detailed

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