Use this section to get overall company overview or specific-type reports powered with advanced charts.
Company overview dashboard
Use this part to generate overall company reports for specific periods:
○ Year to date
○ Month to date
○ Week to date
○ Day to date
Currently we have added following report types: Company load, Timesheet, Department, Client, Tasks, Project and Assessment.
To generate a report select your preferred reporting period from drop down and press "View Result".
Generate custom report
In this section one can generate specific, more detailed reports. There are four major blocks: Time Period, Client, Department and Additional.
Period of time. Set start and end dates of period reports are being generated for by specifying dates in "From" and "To" fields
Clients and projects. To generate report for specific client and/or project, select client name from "Client" drop down. Once you select client, you will be able to select client projects found at "Project" drop down.
If you want to generate reports for all clients, leave "All" option in "Client" drop down menu. Similarly, you can select "All" or specific project in among projects' list in drop down menu.
Department and Employee. This filter functions similarly to "Clients and projects". Select "All" to generate report for all departments and their employees. Otherwise select specific department and corresponding employee or all employees from employee drop down.
Additional
Use this section to specify report columns as well as chart types to be used while generating report.
Select one of 3 types of charts (Area, Bar or Pie) depending on your need to display report


