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Module: Report



The Report module give you live statistics about your timesheet data in a easy to read graphical way. You can, in just a few clicks, know what your employees did, how much you should bill your customers, what is the profitability of a project, ...

The module can be used in the Dashboard where all the data that the user has access to will then be displayed, but it can also be used in an employee screen or a project screen for example where data are then filtered to only show recorded time related to that specific employee or project.


To start using the Report module:
  1. Go to the Dashboard or the company,project, employee screen you want to report on (Read how)
  2. If not present in the screen, add the module Report from the catalog into your screen (Read how)
  3. Select an existing standard report in the drop down list or start creating your own report (Read below)


Standard Reports


When you add the module in your screen, you are presented with a list of pre-configured reports.



Any of them can be turned into a customized report.

Please note that Billing, Costs and Profitability reports will only work if Billing Methods and Standard Costs are correctly configured.


Change the reporting timeframe


Clicking on the dates selector on the top-left corner of the module allows you to select different time frames (Days, Weeks, Bi-weekly, Months, Quarters, Years and custom time frames).





Export your data


At any time you can export the data displayed in the module to a spreadsheet (CSV format) by clicking on the CSV icon present at the bottom-right of the module.


If, when you open the CSV file, the data appear in one single columns instead of several columns, please read how to solve this issue.

If you need more options, please read our documentation about exporting your data.


Change an existing report


The module Report is very flexible and can match dozens of different reports. 
Starting from one of the Standard Reports is always an easy way to begin.

Here is how to change them to get exactly the information you need.


Click the bottom-left button: Change this report. You should get the screen below:





To select another standard report (please note that it will erase any customization you would have done), click on the drop down list:



To give your report a custom name, fill in the following field:



To filter hours displayed based on their status or type (Absence time or working time), check the following boxes:



Steps


A step is a report on its own and in the module you can define as many steps as you want, every step being a detail of the previous step. 
Steps are therefore very useful to get quick answers to different questions.

Imagine that you start with report showing you an overview of all the hours done during the quarter per customer. You could then click on one customer and see a split for the quarter per project within that customer. Then click on one project and have a split per employee, ...

In just a few click you could have answers to different requests in an easy and graphical way.


Here are the options for each steps:

Chart type

Here are the types of chart available



Note: The charts use SVG which is available on most devices and computers.
Android devices does not support SVG by default. As a result only the table format is available when you see a report.

Units


Please note that in order to use the unit "days" and "daily rate", you have to setup an number of hours per day in the Timesheet Settings module.

Check also the Billing and Costs section if you want to use the related units (Billing, rates, profitability, ...).

billing ratio - %, gives you the percentage of billable hours/days against non-billable ones.
profitability and profitability - % compare the billing amounts and the cost amounts

By... This is the first division of the results.

It can be entities, groups, time units or billable/unbillable hours as seen below:



Time automatically will split the period you are looking(year, month, week,...) in the next smaller unit.
eg: if you are looking the hours of a month, the time will be divided in weeks.

then split by... (for 2D charts: bars, column, table,...)

This is the second possible division of the chart.
A kind of third axis to see more data within a chart.
This is not available in pie charts.

Reverse

Click it to reverse the axis

Optional

Each step you add will filter your report.
eg: if you add a step, with subprojects. You will only have hours related to subprojects.

However if you want to report on projects that have either subprojects or not, tick the Optional box for subprojects.
The report will not filter on subprojects anymore.

Starting color

The chart rotates on a number of contrasted colors.
By default it starts with blue, but you can choose another one.

Add a step to drill down


Once a report is configured you can add a step that will happen when you click the chart and drill-down to get more details.

At the bottom of the Change report, click Add a step to drill down.

You can configure the 2nd step with the same options as the 1st step.


 

How to drill down?


We start from the example:




Click the colored square next to a company to see who worked for it.

And you should get the overview by people for this company only like:


Note the top right navigation box, circled in red.

It tells you which entity you are looking at and allows you go back to the chart you clicked.


Another option is to drill down on both axis.

Let's say you want to know who did those 63 hours on BeeBole for that week and when.


If you click the chart area, it will filter on both: company and time.


You should get the details of hours for this company and the week of Jan 3rd:


The details are shown by days.


Now we can say that the second step will show the sales these hours represented.

Click again Change this report and change the unit of step 2



The chart is updated automatically with the sales amounts.



Where can you use this module?

When you use this module on the home page, it gives you all the data you have the right to see.
  • Everything if you are an admin

  • Your team, if you are a team leader

  • Your projects, if you are a project manager

  • Your own data if you are an employee
You can as well use this module in the page of:
  • a client
  • a project
  • a sub-project
  • a person
  • an absence
  • a task
In these pages the data are filtered, and show you only the data of the respective entity.
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