BidUnity DocsReports
Reports
Every report on the Reports menu and who can see it.
The Reports menu at the top of the page gathers reports on tasks, contracts, time and bidding. What you see in it depends on your user type and work roles.
| Menu item | What it shows | Who sees it |
|---|---|---|
| Task reports | Opens Task reports. From there, User activity report opens the Task activity report: tasks each person closed over a date range, and their open tasks now. | Everyone |
| Work in progress | The Work in progress report: value, billing and costs for each project's active contract. | Everyone except Field/shop workers |
| Timesheet summary | Each person's hours for the week, for review and approval. See Review and approve timesheets. | Company admins and users with the Timesheet Admin work role |
| Timesheet by project | Approved hours grouped by project. See Review and approve timesheets. | Company admins and users with the Timesheet Admin work role |
| Company bidding activity | The Company bidding activity report: how many projects each estimator bid on, and the size of their bids, for projects created in a date range. | Company admins and users with the Timesheet Admin work role |