11. Reports

There are several reports available in CMA. They can be accessed by using the “Reports” group in the menu pane (Fig. 11.1):

Figure 11.1 – Reports Available in CMA

Please see the summarized description of all the reports listed below.

Contractual Services Reports:

"Contractor’s Availability" - This report provides information on availability of contractors for a specified period. Apart from the period, a user can search for available contractors by the language and function. Please note, that the information used for this reports is entered by contractors and might not always be accurate.

"Contracts" - This is one of the most frequently used reports. It shows information on all the contracts, orders and retainer orders stored in the system for a specified period of time. The report may be refined by selecting a particular contractor, language, service, etc. This report also provides a summary table on its last page, which is useful to sum up the earnings of contactors for monitoring purposes.

"Agencies Orders" - Based on the "Contracts" report, this report is used to show information on agencies orders only.

"Retainer Orders" - Based on the "Contracts" report, this report is used to show information on retainer orders only.

"Status of Jobs" - This report is used to get information on pending external jobs. When running this report to determine pending jobs, please do not forget to put a check mark into the “Null” box, both for “Date From” and “Day To” fields.

"Top Earners - Summarized" - This report shows information on the top earners among external contractors for a specified period of time.

"Contractual Services - Disbursed by Budget Line" - This is a report that was created especially for the Finance Section. It produces reports for specified time periods on payments based on the OBMO information stored in the system.

"Contractual Services - Disbursed by Budget Line Advanced Report - Translation" - Based on the "Contractual Services - Disbursed by Budget Line" report, this report delivers information on the cost of translation based on the CMS unit translation rate charged to the client based on the OBMO information stored in the system.

"Contractual Services - Disbursed by Budget Line Advanced Report - Other Services" - Based on the "Contractual Services - Disbursed by Budget Line" report, this report delivers information on the actual cost of non-translation services (editing, proofreading, typesetting, etc.) based on the OBMO information stored in the system.

"Individual Contracts (Meetings, Status)" report, this report is used to show meeting and status information for an individual contractor.

Quality Control Reports:

"Statistics" - This report provides information on Quality Control (QC) statistics for a specified period of time. The information is sorted by language and includes information on QC records, which were closed, rejected, not for QC, and the pending ones.

"External Jobs Overview by Language" - This report provides information on the split of external translation between the languages.

"Individual Quality Rating" - This report provides information on the quality control evaluation results of a particular contractor for a specified period of time.

"Overall Quality Rating" - This report provides information on all the QC evaluations stored in the system for a specified period of time.

After running a report, it is possible to save it in several formats (Excel, PDF, etc.) (Fig. 11.2):

Figure 11.2 – Running a Report and Saving It In a Different Format