Reports & Financials

Reading Your Revenue Reports

SCOPE's revenue reports give you a complete financial picture across all jobs for a given year. Three views are available depending on how you want to slice the data.

1. Click SCOPE Menu (top-left) and select Reports.
2. Select one of the three revenue views:
   • Revenue by Job — one row per job, showing all financial columns.
   • Revenue by Company — totals grouped by client company.
   • Revenue by Representative — totals grouped by the internal rep assigned to each job.
3. Each view shows these columns for every row:
   • Contract Value — the total price across all COs on the job.
   • Billed — the total amount billed to the client.
   • Received — the total amount collected.
   • Outstanding Balance — Billed minus Received.
4. Use the year filter at the top of the report to select the year.
5. Click any job row to navigate directly to that job in Proposals.

Understanding the Pipeline Report

The Proposal Pipeline report shows all active estimates and jobs across your team — giving you a real-time view of what's in flight and what revenue is expected.

Each row in the pipeline shows:

• Estimate or job name and number.
• Client company.
• Assigned representative.
• Total proposal value.
• Current CO status (Pending, Received, Draft, etc.).

Use the pipeline report at the start of each week to:

• Identify estimates that have been sitting in Pending status for too long.
• Flag proposals that need a follow-up call.
• Spot gaps in the near-term work schedule before they become scheduling problems.

Tracking Outstanding Balances

The Outstanding Balance report shows every job where the client still owes money — helping your team prioritize collections.

Key features of this report:

• Jobs are sorted by balance descending — the largest outstanding amounts appear at the top.
• Each row shows the Project Manager and Accounting contact names and email addresses, so you can reach the right person without leaving the report.
• The balance column is calculated automatically from the Billed and Received values on each CO.

1. Click SCOPE Menu (top-left) and select Reports.
2. Select Outstanding Balance.
3. Review the list from top to bottom — the largest balances appear first.
4. Click any job to open it directly in Proposals to review CO details or send a follow-up.

Running the Change Order Report

The Change Order Report shows all individual COs across every job in a single filterable list — useful for auditing your CO pipeline and tracking approvals.

1. Click SCOPE Menu (top-left) and select Reports.
2. Select Change Order Report.
3. Use the CO Status filter to narrow results by:
   • Pending — sent to client, awaiting approval.
   • Received — approved and signed.
   • Draft — internal draft, not yet sent.
   • Lost — not awarded.
   • Void — cancelled or superseded.
   • Allowance — draws from the job's allowance pool.
   • Record Entry — informational CO with no billing impact.
4. Use the year filter to narrow by CO#0 date.

Year-Over-Year Comparison Report

The Year-Over-Year Comparison report shows key revenue metrics across multiple years side by side — giving you the data to identify growth trends and set realistic targets.

Metrics shown for each year:

• Total Contract Value — the sum of all CO prices for that year.
• Total Billed — the sum of all billed amounts.
• Total Received — the sum of all collected payments.
• Job Count — the number of active jobs in that year.

All years with data in SCOPE are included automatically — no configuration required. The report updates in real time as Billed and Received values are updated on jobs.

Viewing the Allowance Report

The Allowance Report shows every job that has an allowance pool configured, along with how much of the pool has been drawn down and how much remains.

For each job in the report:

• Total Allowance — the allowance pool set on the job.
• Total Drawn — the sum of all COs with ALLOWANCE status on that job.
• Remaining Balance — Total Allowance minus Total Drawn.
• Status indicator — whether the allowance is over or under budget.

Jobs that have overdrawn their allowance are highlighted in red. This helps project managers catch budget overruns before the client is billed.

Jobs by Status Report

The Jobs by Status report shows the completion percentage across all active jobs, giving you a portfolio-level view of where each job stands. Use it to identify jobs that are stalled, behind schedule, or approaching completion.

• Job Name & Number — the job identifier.
• Status — the current field status (On Hold, In Progress, Complete, etc.).
• % Complete — manually entered by the project manager on the job.
• Contract Value — total contracted amount across all COs.

Exporting and Printing Reports

Every report in SCOPE can be exported to a spreadsheet or printed with a clean layout.

CSV Export:

1. Open any report.
2. Click the CSV button in the toolbar.
3. A comma-separated file downloads automatically. The filename includes the report name and today's date.
4. Open in Excel, Google Sheets, or any spreadsheet application.

Print:

1. Click the Print button in the toolbar.
2. The browser print dialog opens with a clean layout — the navigation bar, sidebar, and toolbar are hidden automatically.
3. Use your browser's Save as PDF print destination to save the report as a PDF file.