Administration

Reports

Available for

  • Team, Ultimate and Enterprise editions

Get in touch with Sales for licensing questions.

Reports can be generated for existing Jobs, Analyses, and Quotes. They are limited to the last 30,000 entries.

Job Reports

Job Reports contain data from all previously imported jobs.

Job Report Criteria:

  • Creation and Completion

    • specify time periods for jobs or projects.

  • Project due date and Job Completion

    • Specify whether or not the jobs were delivered within their respective deadlines. In addition, using the filter for projects that have a specific deadline ensures that all the information is gathered in one place (e.g. as a summary for invoicing).

  • Languages, Linguists and Vendors

    • In cases of multilingual projects and collaborative assignments, these fields create reports for only specific language combinations or assigned Linguists. For example: exporting data regarding a specific Linguist for invoicing.

  • Job, Project Status, and Workflow

    • Specify stages (Workflow steps) and completion status.

Analysis Reports

All previously created Analyses can be joined in an Analysis Report.

Analysis Report Criteria:

  • Creation, Completion and Due date periods

    • Specify time periods.

  • Languages, Linguists and Vendors

    • In cases of multilingual projects and collaborative assignments, these fields create reports for only specific language combinations or assigned Linguists.

  • Type

Quote Reports

Quote Reports can be used to merge together all previously created Quotes.

Quote Report Criteria:

  • Creation, Completion and Due date periods

    • Specify time periods for jobs or projects.

  • Languages

  • Workflow

    • Specify stages (Workflow steps)

  • Included Metadata

  • Currency

Generate a Report

To generate a report, follow these steps:

  1. From the Setup Setup_gear.png page, scroll down to the Analytics & Reporting section and click on Reports.

    The Reports page opens.

  2. Click Create.

    The Create Report window opens.

  3. Select a report type from the dropdown list.

  4. Click Create.

  5. Specify report criteria.

  6. Click Download.

    The report is downloaded to your system as a .CSV file.

  7. Review downloaded report.

  8. If report meets requirements, provide a filename and click Save.

    The named report is added to the list on the Reports page.

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