Reports
Cost report to client
Approved budget
£230,000
Anticipated
£224,800
Variance
+£5,200
Certified to date£84,115.00
Committed, not certified£18,400.00
Risk allowance carried£5,200.00
Anticipated final cost£224,800.00
Not a report builder with forty options. Four documents a QS produces every month, each already laid out the way a client expects to receive it.
A cost report exists so the client hears about an overrun while something can still be done about it. Delivered at final account it is not a report, it is an invoice they never agreed to.
Anticipated final cost sits against the approved budget from the first valuation onwards, with the contingency drawn from your risk register rather than guessed.
Two documents that exist to stop an argument before it starts. The retention notice tells the client exactly what is held and when it comes back. The payment schedule shows every certificate, what was due and what was received.
Reports get photocopied, scanned and attached to adjudication papers. Anything that relies on colour stops being readable at that point, and a report that cannot be read is a report that cannot be relied on.
Every document QScope prints is black and white, with negative amounts in brackets and figures set in tabular numerals so columns line up.
A cost report tells the client where the final number is heading. A cash flow tells a funder when the money moves. They are different questions, and QScope prints both.
The forecast is built from the certificates already issued and the valuation schedule ahead, so the peak funding requirement is a document you can hand over rather than a figure defended from memory.
The cost report faces the client and never mentions margin. Behind it sits the cost and value reconciliation, the internal report that says whether the job is actually making money.
Both work from one cut-off date, so the anticipated final cost you show the client and the margin you keep to yourself are two views of the same period, not two different projects.
The reports are not a separate set of numbers you keep in step by hand. Each one is a printed view of the dashboard, taken at the moment you print it.
Contract sum, certified to date, retention held and due this period stay current as you value, so the cost report you send and the figure you quote on the phone are the same figure.
The layout is fixed, and deliberately so. These are documents that go into client files and adjudication bundles, and a consistent format is worth more than a configurable one. What changes is your logo, your practice name and your client reference.
Because certificates and reports get photocopied and scanned. A figure that is only red stops being a warning once it is grey. Negative amounts appear in brackets instead, which is the accounting convention and survives any amount of copying.
Not unless you print it for them deliberately. It is hidden from guest links by default, because a client who can read your contingency will always want to negotiate it.
Yes. The audit trail exports to CSV, and project data can be exported at any time, including during a trial and for 60 days after a cancellation.
Not your whole portfolio. One live job, one certificate. If it does not save you time the first time you use it, walk away and take your data with you.