Quick Start DPX-Pro Suite

DPX Cost Reports
Filter, preview, publish.

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

  • Sign in to DPX with your approved company account — enter your email, and an access code is sent to you.
  • Enter the code to open the Dashboard, your landing page after sign-in.
  • From the top menu bar, open Direct Cost Reports to reach the reporting page.
Report speed note: For faster results, use the fewest practical projects when previewing reports.

Quick Steps

Step 1

Sign in to DPX

Enter your email, then the access code sent to you. The Dashboard opens as your landing page.

Step 2

Open Direct Cost Reports

From the top menu bar on the Dashboard, click Direct Cost Reports to go to the reporting page.

Step 3

Set your filters

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

Step 4

Preview the results

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

Step 5

Generate the report

Create a PDF package for billing and backup, or an import-ready CSV for your accounting platform.

Step 6

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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