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Reports Page

An overview of how to navigate the reports page.

Updated over 2 weeks ago

Reporting is one of the most essential tools, when it comes to keeping your firm organized, aware, and prepared. DesignerLink offers a variety of reports and extensive sorting options to help designers summarize the information they need. Examples of reports can include pricing summaries based on vendors, status reports for a project, a breakdown of your proposals, and so much more!

In this Video Tutorial, and Types of Reports, we are going to show you how to navigate your reports page in Designer Link 2.0. The bottom of this page also includes Related Articles and Frequently Asked Questions.

VIDEO TUTORIAL

TYPES OF REPORTS

Product Report

A comprehensive document that provides information and analysis about specific products or materials relevant to design projects. This report serves as a valuable resource for design teams to make informed decisions about which products to include in their projects, items that have been purchased, items with a late delivery, and more.
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Proposal Report

Outlines the scope of work, design concepts, project timeline, and cost estimates for a potential design project. The purpose of the proposal report is to present a comprehensive plan to clients or potential clients, detailing how the interior designer intends to meet their needs and transform their space.

Purchase Order Report

A document that provides a detailed summary of the items or products ordered by an interior designer for a specific project or client. It serves as a record of the products, quantities, prices, and other relevant information related to the purchase orders made by the designer.

Invoice Report

A document that will show you every Time Billing and Reimbursable Expense Invoice that exists across all Projects.

Uncat Expenses + Uncat Income Reports

A financial report that pulls from your Quickbooks Online account. It is an essential tool to help you track and manage your business's finances. With this powerful financial report, you can easily monitor financial information, including bank account balances, bank transfers, income, expenses, and more.

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FREQUENTLY ASKED QUESTIONS

  1. Is there a way to locate sums on the reports tab?

    1. Yes! When you download the report, and a column has some version of an integer, it will populate the sum at the bottom of the table. When in DesignerLink, you can view sums at the bottom of the table as well *(but will only total up what you can see on that page)*

  2. Is there a way to determine how many Purchase Orders were made for a vendor last year?

    1. To do so, the best course of action would be to use the Purchase Order Report, sort by Approved PO Status, and filter by the vendor name, and will be able to see all of your purchases.

  3. What is the difference between PDF, CSV and Excel?

    1. PDF will be a fixed document. CSV will be downloading the dataset, meaning you can import it into a service. Excel will be a an Excel document, meaning you can open it/edit it via spreadsheet services.

  4. Can I view the Proposal and Purchase Order Sync Dates in DesignerLink?

    1. Yes! The Proposal Sync Date and Purchase Order Sync Date columns can be added to the Product Report. You can use them to filter items that have or haven’t been synced to QuickBooks.

And that is how to navigate your reports page. For further information please make sure to reach out to our help desk via the chat icon in the bottom right corner of your Designer Link 2.0 browser, or you can always email us directly at [email protected].

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