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Configuring report types

Introduction

Need to know the full details of the current status of all projects? In the Projects module, you can get this information using the Reports. Reports provide extensive and detailed information in a convenient format - in a .xlsx file, which can be opened in the Spreadsheet Editor.

There are many different settings and parameters available for generating a report. This guide will help you quickly understand and learn how to generate reports in a suitable format.

Step 1. Access the Projects

Enter your portal and click the Projects link.

How to link your project with a CRM contact? Step 1 How to link your project with a CRM contact? Step 1

In case you have already logged in to the portal and been using it for some time, to access the Projects module from any portal page, use the drop-down list in the top left corner of the page and select the corresponding option.

Step 2. Configure the Report

Click the Reports link on the left-side panel. A new page opens with the list of all generated reports. If you have not created reports before, this list will be empty.

Report Project Progress Report Project Progress

select a report type you wish to generate from the Reports list and configure the available parametrs:

  • Overdue Milestones (Tags, Project) - to display a list of overdue milestones.
    Report types Overdue Milestones Report Project Progress
  • Upcoming Milestones (Tags, Proejct, Time Period) - to display a list of upcoming milestones.
    Report types Upcoming Milestones Report types Upcoming Milestones
  • Users with No Open Tasks (View by group, View by project) - to display a list of the users who have no open tasks at the moment.
    Report types Users with No Open Tasks Report types Users with No Open Tasks
  • Projects with No Open Milestones (View by group, View by user) - to display a list of projects with no open milestones attached.
  • Projects with No Open Tasks (View by group, View by user) - to display a list of projects with no open tasks assigned.
  • User Activity - to display all the actions of a particular user within Projects for a given time period:
    • View by group (View by group, View by user, Time period, Show average time).
    • View by project (Tags, Project, View by user, Time period, Show average time on completing tasks).
    Report types User Activity Report types User Activity
  • Workload - to display the number of tasks assigned to a user, grouped according to their status:
    • View by group (View by group, View by user).
    • View by project (Tags, Project, View by user).
    Report types Overdue Milestones Report types Progress
  • Project List (View by group, View by user, Time period, Show closed projects) - to display a for a specific user/group for a specific period of time.
    Report types Project List Report types Project List
  • Time Tracking - to display a list of users with their total work time calculated basing on a time register:
    • View by user (View by group, View by user, Payment statuses, Time period).
    • View by user tasks (View by group, View by user, Payment statuses, Time period).
    • View by project (View by group, View by user, Payment statuses, Time period).
    Report types Time Tracking Report types Time Tracking
  • Project Tasks (Tags, Project, View by user, Creation date, Show tasks, Show tasks without responsible) - to display a list of tasks grouped according to the project and milestone they are attached to.
    Report types Project Tasks Report types Project Tasks
  • User Tasks (View by group, View by user, Creation Date, Show tasks) - to display the list of tasks grouped according to the user they are assigned to.
    Report types User Tasks Report types User Tasks
  • Overdue Tasks (Tags, Project) - to display a list of overdue tasks.
    Report types Overdue Tasks Report types Overdue Tasks

Once all setitngs have been configured, click the Generate Report button.

A status window will open in the bottom right corner showing the generated reports. Then you can open them in the Spreadsheet Editor by clicking the Open button.

To simplify the work with reports, you can Report templates. This allows you to automatically create reports and them by e-mail. Please, visit this page to find out more.

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