November 25, 2003
2. Reports: Additional subtotals in summary and utilization reports; support for user and project hierarchies in summary reports; new tax reporting options; lock shared reports.
Another feature that has been requested by many users is additional subtotals in reports, and we are pleased to introduce it this month. You can now choose up to ten levels of sub-totaling in summary and utilization reports, whereas previously you were limited to two subtotals. The actual number of subtotals available varies on each report, depending on the subtotaling possibilities for the item being reported on. This feature substantially increases managers’ ability to extract meaningful business intelligence from your OpenAir data. Please visit Reports > Summary and Reports > Advanced > Resources to view the extensive subtotaling options now available.
This month, we have also added support for hierarchies in summary reports. OpenAir allows you to create hierarchical trees for users and projects, and then to report based on those organizational classifications. Hierarchies were originally available only in drill-down reports (See Reports > Drill Down). In September 2003, we made user hierarchies available in user summary reports for non-utilization values. This month, we have extended hierarchy support in two ways. First, project hierarchies are now supported in all summary project reports. (See Reports > Summary > [Account-wide| Resources | Projects | Timesheets | Expenses | Purchases | Invoices] > Projects) Second, the account-wide user summary report, with both utilization and non-utilization values, now allows you to report by hierarchy. This enables managers to view resource historical and projected utilization, for example, on a single hierarchical report. To run the report, administrators and users with the required privilege navigate to Reports > Summary > Account-wide > Users. Select the hierarchy from the Hierarchy dropdown. Configure the remainder of the report as desired and run the report.
In a third enhancement to reporting, we’ve added a variety of new options for reporting on taxes for accounts that use the tax location method of tax computation. This will enable administrators and managers more precisely to track taxes paid, as well as expenses incurred, both with and without tax amounts. These options are available in account-wide reports, in summary expenses reports and in receipt detail reports. Available values now include: Total [Expenses] excluding taxes and Total [Expenses] excluding all taxes except PST tax; Total taxes and Total taxes excluding PST tax; Federal tax; State tax; GST, PST and HST taxes. For multi-currency accounts, the values are available in all account currencies. Note: these options require that the tax calculation method is set to “Tax locations” in My Account > Company > Settings > Tax options, and that “Enable tax locations on receipts” is checked.
Finally, you can now lock shared reports. This permits you to share a report with other users, allowing them to run it but preventing them from modifying it. This feature is configured at the role level. To enable it, administrators should create or edit a role to include the right to view those reports you would like to give the user access to, but exclude the right (in General Settings) to “Edit shared reports”. Users assigned to this role will not see the modify icon (the pencil) in the list of shared reports, but will be able to run the report as the creator of the report designed it, thus promoting reporting control and consistency.
3. Timesheets: Sort timesheet rows alphabetically. For users whose timesheets have many rows, we have added a feature to make it easier for you to find a particular client: project row. You can now sort timesheets alphabetically by client and project. Once again, this is a feature that has often been suggested as a great enhancement to usability and we are happy to provide it. To enable this feature, administrators navigate to My Account > Company > Settings > Timesheet options. Check the box to "Sort timesheets alphabetically by client and project" and save. When time is entered and saved, the timesheet will display in alphabetical order those clients and projects with time at the top of the form, and those without time, also alphabetically, below. The feature can also be enabled on a per-user basis, by going to My Account > My Options > Preferences > Timesheets options.
4. Would you like to see previous OpenAir updates?
Click here to browse previous product updates including all new features, modules and functionality.
5. Suggestions, problems, or questions?
As always, please contact us at firstname.lastname@example.org or 888.367.1288 (outside the U.S. and Canada, call 617-351-0226). We pride ourselves on the outstanding care we give our customers. Please let us know how we can improve your experience with OpenAir.