Quick Start DPX-Pro Suite

DPX Web Reports Quick Start

Use the web reporting surface to filter Direct Costs, preview results, and generate PDF or CSV output with supporting backup.

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Best For

Project management, accounting, leadership, and anyone assembling reporting packages or support for billing.

Helpful Notes

  • Best for report generation and review
  • Use preview first before generating larger PDF packages
  • Use the fewest practical projects for the fastest results

Before you begin

  • Open the DPX Report Portal using your approved company account.
  • On first sign-in, an access code will be sent to your email.
  • You may be prompted for a code again when secure access verification is required.
Report speed note: For faster results, use the fewest practical projects when previewing reports.

Quick Steps

Step 1

Open the report portal

Go to the DPX Report Portal and sign in with your approved account.

Step 2

Set your filters

Choose the project, employee, method, date range, or other available filters to narrow the report.

Step 3

Preview the results

Review the matching Direct Costs on screen before generating the final output, using the fewest practical projects for faster results.

Step 4

Generate the report

Create the PDF or CSV report depending on the output needed for review, billing, or backup.

Step 5

Review attachments

Open supporting attachments from the preview or final report package as needed.

These quick-start pages are intended as a fast operational guide for the DPX-Pro suite surfaces. Final workflow details may vary based on your company configuration, permissions, and connected tools.
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