Tag: Reporting

  • Reporting FAQ

    How do I start creating a report?

    To create a new report, navigate to the Reports Area and click “Add New Report.” You’ll be guided through defining your report’s scope, selecting fields, and optionally adding visualizations.

    What types of reports can I create?

    You can create:

    • General Reports: Flexible reports across various task types.
    • Task Type Reports: Focused reports on specific task types.
    • System Time Log Reports: Reports based on user-logged working hours on tasks.

    Can I select which fields appear in a report?

    Yes. During report creation, you can customize which fields (e.g., Task Title, Owner, Status) appear in your report output.

    What visualization types are available for reports?

    You can use Table, List, Card, Bar Chart, Line Chart, Area Chart, and Pie Chart. Each visualization fits different types of data analysis.

    How do I add a visualization to my report?

    After generating your report data, click “Add Visualization,” select a type, map the required fields, customize it, and save.

    What fields are needed for different visualizations?

    • Bar/Pie Charts: Category Field + Value Field
    • Line/Area Charts: Date Field + Value Field
    • List: Title Field (+ optional description)
    • Card: Title Field (+ optional metric)

    Can I edit or update a report after creating it?

    Yes, you can edit fields, filters, and visualizations of existing reports at any time.

    How does the System Time Log Report work?

    It tracks users’ manually or automatically logged working times on tasks, capturing start and end times, and total hours worked.

    Can I filter the time logs by user, date, or project?

    Yes. Filters are available for user, date range, tasks, and projects in the System Time Log Report.

    Is the System Time Log automatically tracked?

    Tracking can be manual (user logs time) or automatic depending on system settings. Accurate logging ensures better reporting.

    How do I export reports or time logs?

    Reports and time logs can be exported in CSV or Excel formats for further analysis or external reporting.

    Can reports and visualizations be shared with others?

    Yes. Reports can be shared internally if permissions allow or exported for external sharing.

    What should I do if a report doesn’t show the expected results?

    Review your selected fields, filters, and report scope. Adjust and regenerate the report if needed.

    Can I save a report as a reusable template?

    Currently, reports are built manually, but cloning features may allow duplicating existing structures for quick setup.

    How often is report data updated?

    Reports reflect real-time or near-real-time data. Refresh your reports to capture the latest updates.

  • Time Log Report

    The System Time Log records the duration each user spends working on a task by capturing manual or automatic time entries.

    Examples of recorded entries:

    • Time started and stopped working on a task.
    • Total hours spent per task.
    • Task ownership and project context.

    Key Features

    • Task-based Tracking: Measures time spent on individual tasks.
    • User-specific Logs: Shows which users logged work and their time contributions.
    • Duration Calculations: Automatically totals the time worked.
    • Productivity Insights: Helps measure efficiency and task management.

    How to Access the System Time Log

    1. Navigate to the Reports Area.
    2. Click on System Time Log Report.
    3. Apply filters:
      • Date Range: Define the period for reviewing logged times.
      • User Filter: Focus on specific users’ working hours.
      • Task or Project Filter: Review time entries based on tasks or projects.

    Viewing and Using the Logs

    • Time logs are displayed with fields like: User, Task Title, Start Time, End Time, Total Duration.
    • Use sorting and filters to focus on specific periods, users, or tasks.
    • Export logs to CSV or Excel for invoicing, productivity analysis, or project reporting.

    Best Practices for Time Log Usage

    • Encourage users to log work sessions accurately for better data.
    • Periodically audit logs to maintain quality and consistency.
    • Use exported logs for resource planning and billing clients.

  • Report Visualization

    Available Visualization Types

    • Table: Display structured, detailed data rows in a classic spreadsheet-like format. Best for presenting raw data with multiple columns.
    • List: Present a clean, simple list view of important records with a title and optional supporting details.
    • Card: Highlight key metrics or important items in card formats for at-a-glance information.
    • Bar Chart: Compare different categories horizontally by size. Useful for comparing counts like tasks by owner.
    • Line Chart: Display data trends over time using connected lines. Ideal for monitoring progress or tracking growth.
    • Area Chart: Similar to line charts but with filled areas underneath. Best for cumulative data over time.
    • Pie Chart: Show proportions of a whole using slices. Perfect for visualizing task distribution by status or type.

    Important: Always match the visualization type to the nature of your data for best results.

    How to Add a Visualization

    1. Prepare your Report Data: Select fields and generate the report.
    2. Click “Add Visualization” at the top of your report results.
    3. Choose a Visualization Type: Select the type that fits your data representation need.
    4. Map the Fields:
      • For Table: Directly shows the selected fields.
      • For List: Map a Title Field and optionally a description.
      • For Card: Map a Title Field and key metrics if necessary.
      • For Bar, Pie: Select a Category Field and a Value Field.
      • For Line or Area Chart: Select a Date Field and a Value Field.
    5. Customize Appearance: Configure titles, labels, sorting, and color schemes.
    6. Save the Visualization: Preview and finalize the visualization added to your report.

    Tip: Multiple visualizations can be attached to one report for different views of the same data.

    Example Field Mapping

    VisualizationExample Category FieldExample Value Field
    Bar ChartTask StatusNumber of Tasks
    Line ChartCompletion DateTask Completion Count
    Area ChartCreation DateNumber of Tasks Created
    Pie ChartProject NameTask Count
    ListTask Title(Optional: Due Date)
    CardKey Metrics like “Tasks Overdue”(Metric Count)

    Best Practices for Visualization

    • Simplify your visuals: Avoid clutter and keep focus clear.
    • Field Validation: Confirm selected fields fit the visualization purpose.
    • Use labels and legends: Always clarify data points and categories.
    • Experiment: Try different visualization types for clearer insights.
    • Highlight key metrics: Especially using Card and List visualizations.

  • Creating Report

    Report Types

    Report TypePurpose
    General ReportsPull data across multiple task types.
    Task Type ReportsFocus on specific task categories.
    Time Log ReportsAudit user activities with timestamped logs.

    Steps to Create a Report

    1. Adding a New Report

    • Click Add New Report from the Reports dashboard.

    2. Defining Basic Report Scope

    • Select the primary data source (Tasks, Activities, Logs).
    • Choose specific task types if needed.
    • Apply initial filters to narrow the dataset.

    3. Choosing Fields

    • Pick fields like Task Title, Owner, Due Date, Status, etc.
    • Add or remove fields depending on your reporting needs.

    4. Setting Report Filters (Optional)

    • Apply filters like status, date range, owner, etc.
    • Filters allow better data focus and relevance.

    5. Generating Report Data

    • View data in a structured tabular format.
    • Make adjustments to fields or filters if necessary.

  • Getting Started

    Main Features

    Create Custom Reports

    • Set up reports based on selected fields and task types.
    • Define the scope and filters to narrow down datasets.

    Flexible Field Selection

    • Choose specific data fields for your reports.
    • Customize the structure of your report output.

    Visualizations

    • Add charts, graphs, and tables to present data visually.
    • Combine multiple visualizations within a single report.

    System Time Logs

    • Track user activities and system events with timestamped logs.
    • Use logs for auditing, performance reviews, or troubleshooting.

    Navigation

    • Access the Reporting Area from the sidebar navigation menu.
    • Click Add New Report to start a new report.
    • View existing reports from the Reports Dashboard.

  • Reports

    Through the Reporting Area, users can:

    • Build customized reports tailored to specific business needs.
    • Select and filter relevant data fields for precise analysis.
    • Visualize data through tables, charts, and graphs.
    • Monitor activities and system actions via comprehensive time logs.

    Whether you’re generating simple status reports or conducting detailed system audits, the Reporting Area provides the necessary functionality to manage, interpret, and communicate your data effectively.

    Explore the documentation below to get started:

    Tip: Bookmark this page for quick reference while you create and manage reports!