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The Reports tab
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Reports give you a summary of your account activities within the Projects module.
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1. Click on the "Reports" tab.
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2. Select the type of report you want from the links under the "Detail" or "Advanced" pages.
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Advanced Reports for Projects:
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These reports are pre-defined subject to your choices for data selection and presentation. Click on the "Advanced" link, and then on the relevant link for the report you want:
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- Planned vs. actual hours
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- Overbudget/late tasks
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- User tasks
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- Financial analysis (Click on the name of a project in the report list to see the fully-detailed analysis for that project.)
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- Pricing analysis
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The first three of these reports are pre-configured, but the financial analysis and pricing reports can be configured as follows:
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Financial analysis:
- Time period - choose a start date for the data or a date range
- Filters and layout options - select which data to include or exclude
- Other - choose to exclude expenses from the report and select a currency
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Pricing:
- Filters and layout options - select which data to include or exclude
- Time period - choose a start date for the data or a date range, and specify which information to total
- Other - select a currency, chose whether or not to group by customer, weight data by closing probability, and enable drilling into project and rate detail
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Detail Reports:
You can restrict the number of records that appear in a report by creating filters on different criteria.
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3. Specify the report criteria you require in the "[...] report options" dialog for detail reports by clicking on the "Edit" and "Create [filter]" buttons.
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*Note: You can also filter reports by any custom fields you may have created.
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To change the appearance of Projects detail report layouts, click on the "Report layout > Edit" button. You can select the items you want to include in the report, and change the order in which they appear.
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*Note: You can set up your reports so that any inactive records will not be included in them. Go to the "Report > Options" sub-tab and enable the "Exclude inactive records" check box. This is a global option - it will affect all of the reports in the application.
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*Note: When you run a report, you have the option to save it so you can run the same report over again. When you are setting up a report, check the "Save this report as..." check box, and enter a name for the report. The next time you want to run the report, go to the "Saved reports" tab, and click on the "run" icon for that report. You can also edit and delete saved reports. For more information on saved reports, see Reports > Saved Reports.
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4. Click on the "Run the report" button.
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5. Your report will appear as a spreadsheet.
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