Getting Started # The list below contains the Reports that exist in TAD . Select a value to view the properties of the report, including the Vista Report ID for security access and report notes.
Available Reports # Select a Report 10000 - AP Aging 10005 - AP Aging by Job 10010 - AP Check Register 10015 - AP Invoices 10020 - AP Invoices by Job 10025 - AP Open Payables 10030 - AP Open Payables by Job 10035 - AP Positive Pay 10040 - AP Unapproved Invoices 10041 - AP Unapproved Vendor Totals 10043 - AP Unapproved Ready To Post 10045 - AP Unapproved Invoices by Job 10050 - AP Vendor Compliance 10055 - AP Vendor List 10060 - AR Aging 10065 - AR Aging by Contract 10070 - AR Customer List 10075 - AR Monthly Deposits 10080 - AR Payment Detail 10082 - AR Transactions by Customer 10085 - CM Cleared Items 10090 - CM Outstanding Entries 10095 - CM Positive Pay 10100 - CM Transactions 10105 - EM Cost Detail 10110 - EM Depreciation Schedule 10115 - EM Equipment List 10120 - EM Monthly Cost Report 10125 - EM Monthly Revenue Report 10130 - EM Revenue Detail 10135 - EM Revenue Rates by Category 10140 - EM Revenue Rates by Equipment 10145 - GL Annual Budget 10150 - GL Budget Detail 10155 - GL Chart of Accounts 10156 - TAD Financial 10157 - TAD Financial 10158 - TAD Financial Missing GL Accounts 10159 - TAD Financial Missing GL Accounts 10160 - GL Journal Transactions 10165 - GL Trial Balance Detail 10170 - GL Trial Balance Summary 10175 - HQ Audit Detail 10180 - HQ Batches 10185 - HQ Batches Not Posted 10190 - HR Leave Requests 10195 - HR Monthly Birthdays 10200 - HR Resource Benefits 10205 - HR Resource Dependents 10210 - HR Resource Employment History 10215 - HR Resource List 10220 - HR Resource Rewards 10225 - HR Resource Salary History 10230 - HR Resource Skills 10235 - HR Resource Training by Code 10240 - HR Training by Resource 10245 - IN Inventory Detail 10250 - IN Location Materials 10255 - JB Bills by Contract 10260 - JB Uninterfaced Invoices 10265 - JC Committed Cost 10270 - JC Committed Cost Detail 10275 - JC Contract List 10280 - JC Cost by Phase and Cost Type 10282 - JC Cost by Cost Type 10285 - JC Cost Detail 10290 - JC Cost Projections 10295 - JC Job List 10300 - JC Progress Report 10305 - JC Revenue Detail 10310 - JC Work In Progress 10315 - JC Work In Progress By Customer 10320 - JC Work In Progress By Dept 10325 - JC Work In Progress By PM 10330 - PM ACOs Not Interfaced 10335 - PM Firms List 10340 - PM Firm Contacts List 10345 - PM PO Detail Appr Not Intrfcd 10350 - PM Sub Detail Appr Not Intrfcd 10355 - PO Compliance 10360 - PO Purchase Orders by Job 10365 - PO Purchase Orders by Vendor 10370 - PO Purchase Order Status Report 10375 - PO Receipt vs Invoiced Exceptions 10380 - PO Receiving Detail 10385 - PO Vendor Materials 10390 - PR 401K Export 10395 - PR Check Register 10400 - PR Employee Accumulations 10405 - PR Employee List 10410 - PR Employee Payment History 10415 - PR Federal Tax Deposit 10420 - PR Hours by Job 10425 - PR Hours by Pay Period 10430 - PR Insurance Report By Code/State 10435 - PR Insurance Report By State/Code 10440 - PR Missing Timecards 10445 - PR Open Pay Periods 10450 - PR Pay Period GL Detail 10455 - PR Payroll Register 10460 - PR Positive Pay 10465 - PR State Insurance Codes 10470 - PR Timecard Header 10475 - PR Weekly Hours 10480 - SL Compliance 10485 - SL Subcontracts by Job 10490 - SL Subcontracts by Vendor 10495 - SL Subcontracts Status Report 10500 - SM Cost and Revenue 10505 - SM Cost and Revenue Closed 10550 - VA User Profiles 11000 - AP Audit - Vendors Added 11005 - AP Audit - Vendor Changes 11010 - AP Audit - 1099 Mismatches 11015 - HQ Audit - Company Param Setups 11020 - HQ Audit - Company Param Audit Flags 11025 - HQ Audit - Company Param Batch Rpt Flags 11030 - HQ Audit - Company Param Interface Flags 11035 - HQ Audit - Tax Codes Missing Links 11040 - HQ Audit - User Performance 11045 - PR Audit - Basis Code Count 11050 - PR Audit - Compare Basis Codes 11055 - PR Audit - Missing DL Codes 11060 - PR Audit - DL Code Count 11065 - PR Audit - Compare DL Codes 11070 - PR Audit - Missing State Ins DL Codes 11075 - PR Audit - Ins DL Code Count 11080 - PR Audit - Missing Basis Codes
Select a report from the dropdown above.
Report Properties # ReportID – A unique identifier for the report in TAD . It is used to differentiate and reference the report within the system.Report Name – The name of the report as it appears in TAD . This is the label you’ll see when selecting a report.Vista ReportID – The corresponding Vista Report ID linked to the TAD report. It is used for security access and ensures the report is connected to the correct Vista report.Report Notes – Additional information about the report, which can include:A description of the data the report displays.
Any special columns or features, such as attachment viewing or filtering options.
Parameters for running or customizing the report, such as Job/Project Manager filters for individual reports.
