Tracking Reports

Learn how to include tracking centres in your reporting

Updated on July 10th, 2024

In Reports > Tracking Centres, you can run a standard report to help you compare your estimates (quotes) to actual costs on a task and invoiced revenue for each tracking centre. This information may assist with budgetary, cost control and sales pricing decisions by helping you identify areas where you may be under/over quoting.

 

Add Tracking Centres to Reports

Tracking centres can be added to any of the standard reports available within the Quotes, Tasks, Purchase Orders and Invoices report sections.

Report Section Available Columns
Quotes Item Tracking Centre
Tasks

Lab Tracking Centre

Mat Tracking Centre

Exp Tracking Centre

Purchase Orders Item Tracking Centre
Invoices Inv Tracking Centre

Step 1

In Reports, click a standard report, e.g. In Progress Invoices.

A screenshot showing the reports interface in AroFlo Office
 
 

Step 2

Click Customise.

 
 

Step 3

Click the Fields tab and use the search tool to find the tracking centre columns that you want to add to your report.

Check the box next to each column name, i.e: ‘Inv Tracking Centre’ and Refresh Report.

 
 
 

Step 4

The report can now be filtered, sorted and/or grouped by tracking centre.