What's New in 2020 R10
The Viewpoint Analytics 2020 R10 release includes a new Job Cash Flow data source, five new standard reports to help you analyze and track cash flow for your projects, and the ability to create a Daily Logs report from your project's Daily Logs page in Team.
Job Cash Flow Data Source
The Job Cash Flow data source allows you to create reports that show summary information about the flow of cash going to and from your business. This includes cash in from customers and cash out to pay expenses on the job.
For descriptions of the available fields in the Job Cash Flow data source, see Project Management: Job Cash Flow.
For details on creating a custom report, see Create a Custom Report.
New Standard Reports
This release adds five new standard reports to help you analyze billing information and job cash flow for your projects. This release includes the following standard reports:
- The Customer Billing Detail report shows billing information for your projects organized by customer and job.
- The Customer Billing Summary report shows billing information for your projects organized by customer.
- The Job Cash Flow report provides an overview of cash flow for your projects.
- The Vendor Billing Detail report shows billing information for your projects organized by vendor and job.
- The Vendor Billing Summary report shows billing information for your projects organized by vendor.
For details on viewing a standard report, see View a Standard Report.
Create a Daily Logs Report from your Project's Daily Logs Page in Team
In Team, you can now create a Daily Logs report directly from the Daily Logs page for your project. For details, see "Create a Daily Logs Report" in the Team Help.
New How-to Videos
Review the following how-to videos to learn about ways to get the most from Viewpoint Analytics:
About Data and Requirements
Information in Viewpoint Analytics is automatically imported from your ERP enterprise and from Viewpoint Team. Data from your ERP is updated once a day after business hours. Data from Team (for example, Daily Logs) is updated every five minutes. Note that Viewpoint Analytics only provides data for projects that are available in Team.
About Adding Users
To learn about adding users to Viewpoint Analytics and setting permission levels, see Administration.
About Viewpoint Help - Beta Release
Viewpoint introduces Viewpoint Help, a new help website that gives you access to comprehensive product documentation from a single location. Please visit the beta release of Viewpoint Help and click the banner to send us your feedback. For more information, see About Viewpoint Help - Beta Release.