Click the Reports link on the left-side panel. A new page opens with a list of all generated reports. If you have not created reports before, this list will be empty.
Select a report type you wish to generate from the Reports list and configure the available parameters:
- Overdue Milestones (Tags, Project) - to display a list of overdue milestones.
- Upcoming Milestones (Tags, Project, Time Period) - to display a list of 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.
- 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).
- 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).
- Project List (View by group, View by user, Time period, Show closed projects) - to display a list of projects for a specific user/group for a specific period of time.
- Time Tracking - to display a list of users with their total work time calculated based 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).
- 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.
- 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.
- Overdue Tasks (Tags, Project) - to display a list of overdue tasks.
Once all settings have been configured, click the Generate Report button.
The reports from the Project module are saved in the My Documents section by default.
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 use Report templates. This allows you to automatically create reports and send them by e-mail. Please, visit this page to find out more.