Reports

A list of reports is available in different categories. They themselves contain several sub-categories.

You will find the reports home page in the menu but also all the categories.

These, directly accessible, allow you to find the report of your choice from the main menu.

Reports screen

Reports View

Reports screen
  1. Select a category to view subcategories and select a report.

  2. Parameters specific to this report are displayed. Update the settings to get the information you need.

  3. Click on button icon Follow up to generate the report. The selected report will appear under the splitter.

  4. Several tools are available to export and send your reports. See buttons.

  5. You can access the scheduled reports screen from the reports screen.

  6. Click on the arrow to return to the list of categories.

Note

Horizontal slider position is saved when changed manually.

Buttons

  • Click on button icon Follow up to View the report.

  • Click on Print to get a printable version of the report.

  • Click on Export PDF to export the report as PDF format.

  • Click on Today to View this report on the Today screen.

  • Click on Button icon report favorite to define this report as favorite.

  • Click on email to schedule sending the selected report

  • Click on Scheduled report to go to scheduled report screen

Today Screen Report

You can add reports to your home screen today.

  • Select the report you want to see quickly on this screen.

  • Click on the button Today

  • On the Today screen, the report is Viewed at the bottom of the page

  • Click on the setting icon on the screen today to change the location of the report

Note

Update

The Viewed report is updated automatically. Any modification made to the content of the latter is reflected on the screen today.

View a report on the today screen

View a report on the today screen

Click the parameter button to define the location of the report (s) on the Today screen.

Click on the handles to move the item in the list.

Favorite reports

Move your cursor over the reports menu icon (in the top bar) to show the popup menu that contains your favorite reports.

Pop-up list - Favorite reports

You can add a “blank” report type to the favorites or to a specific project and resources. In this case, next to the report name, linked items will be Viewed.

Popup menu management

  • Allows to reorder reports Viewed with drag & drop feature. Using the selector area button icon drag Drag.

  • Click on Delete to remove the report from the list.

Filter Reports

For tickets and only tickets, you can apply an existing or create filter

filters on ticket's report

As with the advanced list box filters, you can choose from many criteria to create your filter;

See: advanced filters

Report Sending programmation

Ability to schedule the sending of reports as emails

For example, you can send a report every day, every Monday or every first day of the month

Sending a report to email

Sending a report to email

To view all scheduled reports for sending, go to Scheduled Report in the Tools menu

Reports from lists

When you are on a list of items, such as activities, tickets, actions or any other items… you can create reports from your list layout

On the list

The Report “save object list as report” function is available in the list box tools.

List as report

List as report

You can edit the columns and place them in the order you want, you can apply simple or advanced filters.

When you click on Report a pop-up is open.

Save the list as report

Windows to save the list as report

Name your list layout and save it by clicking Save.

The list will be stored as you prepared it and you will find it in the reports.

On the reports

In the reports, you will find a new category where the different list reports that you have copied so far will be copied.

They are sorted by items, knowing that you can create several different reports for the same item.

Save the list as report

Windows to save the list as report

You will then obtain the report as you programmed it from the element list.

Each of these reports can be added to the today screen, can be sent at a given frequency.

They can be printed and exported to PDF, CSV and Excel.

Save the list as report

Windows to save the list as report

Complete list of reports

Legend:

Almost all reports can be exported in PDF or printable format.

  • Export CSV Export to CSV

  • excel Export to Excel

  • Hide Activity Stream No export

  • Print Print only

Real Work

Allows you to view the actual expenses consumed by your resources on one or all projects over a given period.

Most reports allow you to refine the display by organization, by team and by resource or even by type of activity.

reports that can be exported in excel format are indicated by the icon excel

Icon arrow left WORK Icon arrow right

  1. Work - Weekly excel

  2. Work - Monthkly excel

  3. Work - Yearly excel

  4. Work - Between two dates excel

  5. Work for a resource - Weekly

  6. Work for a resource - Monthkly

  7. Work for a resource - Yearly

  8. Work for a resource - Between two dates

  9. Monthly wor for resource

  10. Work monthly detailed by resource

  11. Work yearly per month excel

    Icon arrow left WORK DETAILED PER ACTIVITY Icon arrow right

  12. Detailed work per activity - Weekly excel

  13. Detailed work per activity - Monthkly excel

  14. Detailed work per activity - Yearly excel

  15. Detailed work per activity - Between two dates excel

    Icon arrow left WORK DETAILED PER RESOURCE Icon arrow right

  16. Detailed work per resource - Weekly excel

  17. Detailed work per resource - Monthkly excel

  18. Detailed work per resource - Yearly excel

  19. Detailed work per resource - Between two dates excel

    Icon arrow left WORK SYNTHESIS PER ACTIVITY Icon arrow right

  20. Work synthesis per activity

  21. Work synthesis per activity between two dates excel

    Icon arrow left INDIVIDUAL CHARGES BY TYPE OF ACTIVITY Icon arrow right

  22. Work for a resource per type of activity - monthly

  23. Work for a resource per type of activity - Yearly

  24. Work for a resource per type of activity - Between two dates

    Icon arrow left OTHERS Icon arrow right

  25. Left work excel

Planning

The reports in the planning category allow you to track the use of your resources through your project schedules.

Diagram, synthesis, colored report, loads plan between planned and real work…

Icon arrow left GANTT PLANNING Icon arrow right

  1. Gantt planning Export CSV

  2. Portfolio Gantt planning Export CSV

    Icon arrow left WORK SYNTHESIS Icon arrow right

  3. Work synthesis per activity excel

  4. Work synthesis per activity - between two dates excel

  5. Work synthesis per ticket

  6. Synthesis of technical progress Export CSV

  7. Work synthesis per resource excel

    Icon arrow left MONTHLY PLANNING Icon arrow right

  8. Monthly planning resource/project

  9. Monthly planning project/resource

  10. Monthly planning project/activity/resource

  11. Monthly planning resource/project/activity

  12. Monthly planning for a resource

  13. Monthly planning for a resource (per project)

    Icon arrow left YEARLY PLANNING Icon arrow right

  14. Yearly planning resource/project

  15. Yearly planning project/resource

  16. Global planning project/resource per month

  17. Yearly planning project/activity/resource excel

    Icon arrow left WORK PLAN Icon arrow right

  18. Work plan per week

  19. Work plan per month

  20. Work plan per resource and per week

  21. Work plan per resource and per month

  22. Workload plan on given period

    Icon arrow left AVAILABILITY Icon arrow right

  23. Monthly availability of resources

  24. Availability synthesis

    Icon arrow left OTHERS Icon arrow right

  25. Colored monthly resource planning

  26. Planned interventions

Steering charts

The management diagrams are very precise reports to follow, compare and inform on the costs, deadlines and progress of your projects.

  1. Burndown chart

  2. S curve chart

  3. 45° chart

  4. Performance indicator

  5. Proposales Print

  6. RIDA (Statement of Information Decisions Actions) excel

KPIs

Track your KPI indicators with precision.

Icon arrow left KPI DURATION Icon arrow right

  1. KPI Duration for project

  2. KPI Duration consolidated

    Icon arrow left KPI WORKLOAD Icon arrow right

  3. KPI Workload for project

  4. KPI Workload consolidated

    Icon arrow left KPI INCOMING/DELIVERABLE Icon arrow right

  5. KPI Deliverable for project

  6. KPI Deliverable consolidated

  7. KPI Incoming for project

  8. KPI Incoming consolidated

    Icon arrow left OTHERS Icon arrow right

  9. Client invoicing terms

  10. Work Units synthesis excel

  11. Workload history

Tickets

Find here all the reports concerning the follow-up of your tickets on one or more projects and this, over a given period.

You can restrict and filter your display by resource, by customer, by requestor, issuer or manager. But also by priority or qualification.

Icon arrow left TICKET COUNT Icon arrow right

  1. Yearly report for tickets

  2. Yearly report for tickets by type

  3. Report for tickets cumulated - number of days

  4. Yearly report for tickets by product

    Icon arrow left REPORT FOR TICKETS BY QUALIFYING Icon arrow right

  5. Report for tickets by qualifying - weekly

  6. Report for tickets by qualifying - monthly

  7. Report for tickets by qualifying - yearly

  8. Report for tickets by qualifying - global

    Icon arrow left REPORT REPARTITION Icon arrow right

  9. Report for opened tickets - weekly

  10. Report for opened tickets - monthly

  11. Report for opened tickets - yearly

  12. Report for opened tickets - global

    Icon arrow left TICKET SYNTHESIS BY STATUS Icon arrow right

  13. Handled ticket synthesis - monthly excel

  14. Done ticket synthesis - monthly excel

    Icon arrow left OTHERS Icon arrow right

  15. Curve of tickets BurnDown

  16. Clients impacted by tickets Export CSV

Current status

The current status category allows you to follow the status of elements relating to the project: Activities, activity tasks, risks, Document approval …

Icon arrow left RISK AND ACTIONS Icon arrow right

  1. Risk management plan excel

  2. Actions table excel

    Icon arrow left OTHERS Icon arrow right

  3. Status of ongoing work

  4. Status of all work

  5. Opportunity plan

  6. Version detail

  7. Jobs summary for activities Export CSV

  8. Approval of documents

Costs

You will be able to follow all your costs related to the project, the activity or your resources.

Icon arrow left EXPENSES Icon arrow right

  1. Project expense per month

  2. Individual expense per month

  3. Total expense per month

    Icon arrow left OTHERS Icon arrow right

  4. Cost synthesis per activity

  5. Resources costs per month

  6. Detailed resource costs per activity per month

  7. Total expense and cost per month

Financials

In the same way, you will be able to follow the receipts related to the project and their consolidation.

Icon arrow left CLIENT INVOICING TERM Icon arrow right

  1. Monthly terms

  2. Weekly terms

    Icon arrow left OTHERS Icon arrow right

  3. Invoices

  4. Financial expenses board

  5. Financial expenses synthesis

  6. Monthly consolidation excel

  7. Summary of orders / client invoicing excel

Requirements & Tests

You will be able to trace the status of cases played out for requirements and / or products, monitor requirements coverage, review annotations, comments and obtain various summaries.

Icon arrow left TEST COVERAGE Icon arrow right

  1. requirements test coverage

  2. products test coverage

  3. test cases detail

  4. test session summary

    Icon arrow left REQUIREMENT FLOW Icon arrow right

  5. Requirements flow annual

  6. Requirements cumulated on number of days

  7. Requirement yearly by type

    Icon arrow left REQUIREMENT OPENED

  8. Requirement weekly opened

  9. Requirement monthly opened

  10. Requirement yearly opened

  11. Requirement global opened

    Icon arrow left OTHERS Icon arrow right

  12. Curve of requirement Burn-Down

  13. Requirements with open questions

Miscellaneous

A set of additional but very comprehensive reports on your projects and some of its elements.

Icon arrow left HISTORY Icon arrow right

  1. Detail of history for one item

  2. Deleted items

    Icon arrow left OTHERS Icon arrow right

  3. Connections audit

  4. Project dashboard

  5. Followed items

  6. List of attachments per user

Human Resources

A set of additional but very comprehensive reports on your projects and some of its elements.

  1. Resources inputs - outputs

  2. Resources workforce

  3. Resources seniority