How to customize VOGSY spreadsheet reports

VOGSY offers a comprehensive suite of spreadsheet reports, giving you access to all available data points. These reports are designed for easy configuration and maintenance.

You’ll find a complete list of available reports at the end of this article.

VOGSY created a plugin for Microsoft Excel and Google Sheets, which allows you to refresh the spreadsheets.

After starting the refresh in the report, VOGSY retrieves all the actual, current data for the report.

You can then customize the sheet without losing connectivity to the database. In other words, your customizations, such as pivot tables or graphs, remain while the data is refreshed.

You can make a local copy of the report, and the plugin will stay operational and work for users with super-user permissions. This feature allows you to copy, change, and distribute reports to other people.

By default, each report has at least three tabs: a VOGSY data tab with all the raw data, a second tab with the details of when this report was refreshed the last time and by who, and a third tab with named ranges.

(In alphabetical order)

Accounts payable - Lists all of your outstanding purchase invoices received from suppliers per year and month.

Accounts receivable - Lists all outstanding invoices or partially paid invoices.

Audit trails - This report shows the history of the changes in roles and permissions granted to users.

Billability employees—This report lists the billability by month for each employee in your company. VOGSY also uses the same information to generate three charts: Billability per month, Billability per employee, and Project billability per department.

Calculations - Lists all calculations that have ever been created in VOGSY.

Contacts - Lists all of the contacts that have ever been created in VOGSY.

Customers - Lists all of the organizations that have ever been configured as customers.

Draft invoices - This section lists all draft invoices awaiting project manager approval. This step is necessary before you can send the invoice to the customer.

Deliverables - Lists all deliverables that have ever been created under a project.

Employees - Lists all active and archived employees.

Expenses - Lists all expenses that have ever been recorded per employee.

Financial KPIs - Lists the results of KPI calculations. VOGSY uses the same data from this report to generate the Financial KPIs chart.

Financial transactions - Lists all financial transactions per company and year/month.

Forward-looking invoicing - Lists the estimated total amount of all invoices for each month, starting with the current month and projecting forward for twelve months.

Leave budgets - Lists all past, current, and future leave budgets per employee.

Leave requests - Lists all approved and pending leave requests.

Opportunities - Lists all of the opportunities that have ever been created in VOGSY.

Opportunity bookings. - A report that Tracks the demanded resources with opportunities.

Outstanding Invoices - contains a list of all invoices currently sent to customers awaiting payment.

Planned vs. Actual - Displays the hours planned and submitted per week, per employee, and per activity, as well as the difference between the scheduled hours and actual hours.

Project Invoices - Lists all invoices ever created in VOGSY.

Projects - This report lists all projects created in VOGSY. It also contains an extra sheet called ‘Current Projects’ that lists the company’s active projects.

Resource planned hours - Lists all planned hours per employee and project.

Revenue actual and forecast - Lists all revenue for previous, current, and future months for each active project and opportunity.

Suppliers - Lists all the organizations that have ever been configured as suppliers.

Time entries - List all time entries that have been added in VOGSY. This report can be filtered by week, year, activity, and employee.

Trial Balance - Worksheet in which the balances of all ledgers are compiled into debit and credit account column totals.

Weekly revenue forecast for confirmed projects - Lists all revenue for each active project over future weeks.

Working hours vs. Submitted hours - This report lists submitted hours versus work hours for each employee or contractor, sorted by week. It allows you to easily see if an employee’s submitted hours match their available working hours.