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Reporting

In Feng Office you usually keep lots of data. However, if you are not able to run specific reports, that data may be useless.. and that is the difference between data and information. Information does provide ordered, useful and meaningful facts composed by data sets, whereas raw data may not be as helpful.

That being said, our Reporting Module has been created as flexible as possible so that you can save time and get all the information - processed data - you need.

In order to achieve it, you may run the Standard or General reports, or even create a Custom report of your own!

Reports basics

First and foremost it is important to understand that users will only be able to access information that is generated by the data they have access to.

This means if they do not have permissions to a specific project, client, etc., they will definitely not be able to access information within it.

On the other hand, another interesting fact to take into account is that you may filter the reports by Client, Project, Folder, Workspace, Tag, etc. In order to achieve this you only need to stand on the, for instance, the client in question on the left side bar, and then proceed running the report. Look at the example below:

This means if you run the report standing here, you will get information related to the client called 27 Bar as well as from their inner projects called Move your soul and Nights that last 24/7. In case you only want to get information from Move your soul, you just need to stand on it on the left side.

Last but not least, in case you would like to get the general picture of everything, you only need to stand on View all on the left side.

Standard or General reports

These reports are the ones that have already been included in the system by default as most people find them useful.

The first one is the one called Total task execution time, very useful to run Time Reports.

The following ones have been created to get tasks information even easier and faster than before, and to play with more different options. Please bear in mind these reports are included in a plugin called Advanced Reports which is only available for the Professional Edition and Enterprise Edition of Feng Office.

Time reports

In order to run a time report, you may do it from two different places, obtaining the same results:

1- Go to the Reporting tab and click on Total task execution time

or

2- Go to the Time tab and click on Run Report, above, on your right.

For further information about tabs and modules activation, please visit this article.

Once you access it you will see a screen as following:

Then you would have to select the options you wish to have in the report, taking into account the following:

Date: In here you will be able to filter the timeslots by date (i.e.: getting all of the information from this past month). Options here are:

  1. Today: shows information from today
  2. This week: shows information from this week
  3. Last week: shows information from last week
  4. This month: shows information from this month
  5. Last month: shows information from last month
  6. Select dates..: here you will be able to select a range of dates at will

Timeslots: Here you may choose different options:

  1. General timeslots: get a list of timeslots added within a client, project, workspace, etc. but not within a task per se
  2. Tasks timeslots: get a list of the timeslots only added to tasks
  3. Tasks and general timeslots: both kinds of timeslots - this is the option we usually suggest using -

Person: This option allows you filtering by user. You may select a specific user, or leave it as –Anyone– to show everyones information.

Group by: In order to have the information ordered, you may play with different grouping options:

  1. User: groups the information by user
  2. Task: groups the information by task (useful when running task timeslots reports)
  3. Clients & Projects: groups the information by a Client, Project or Folders
  4. Workspaces: groups the information by Workspace
  5. Tags: groups the information by Tag

Lets have a look at the example below if we input the following information and are filtering by 27 Bar:

The result of running this report will be as follows:

Once you get the report, you will be able to:

1- Open it with the Print view so that you can print it in paper. Or you may as well print it into a .pdf file and then keep it yourself or share it somehow.

2- Export the report into a CSV file so that you can open it with your favourite spreadsheet and run other formulas or even create charts, or you may also

Tasks reports

To be documented yet.

Custom Reports

In the previous section of this article we have already seen the reports that are included within the system. But sometimes those are not enough for our needs and requirement.

No worries! Feng is flexible enough to let you create your very own reports!

You only need to access the Reporting tab and then click on the Add a custom report

Headers

Next screen you will see is as follows:

The fields in there mean:

  • Name: Choose a name (preferably short and significant)
  • Description: Add a description (if the name does not speak for itself).
  • Object type: Here you may choose whether it will be a tasks report, a documents report, and so on.

Lets add these values as an example:

Conditions

Once you select the Object type (in this example we have selected Tasks), you will be able to pick different Conditions to play with - or not, it is not compulsory -

Conditions are filters to be applied to your data, and you can combine several them if needed be.

Each condition consists of three elements:

  • Field: This is the field to be searched for
  • Condition: This is the operator (i.e. “equal”, “unequal”, “like”, “greater than”, “less than”, etc.)
  • Value: This is the value for the condition

In order to add a condition, just click on Add condition and pick one of your like such as:

If you check the Parameter checkbox then the “Value” field will be input by you (or a colleague of yours) when running the actual report, instead of selecting a specific value right now.

Columns & Order

We are almost set now! Just need to select what information would you like to see in the report by selecting the different columns, and how would like to order it by.

For the ordering, you only need to select a field and then whether it will be Ascending or Descending order.

As to the values to show, you only need to select values on the left side, click on the arrow (the one marked in red below), and have it moved to the right side:

In the end the report will look something like this, and you will only need to save the changes:

Running the report

Once the report has been added, you only need to access it to run it.

The result will be as follows:

After you get the results, you may:

1- Open it with the Print view so that you can print it in paper. Or you may as well print it into a .pdf file and then keep it yourself or share it somehow.

2- Export the report into a CSV file so that you can open it with your favourite spreadsheet and run other formulas or even create charts, or you may also

3- Export it to a PDF document directly. But we do not suggest going for this option as chances are the report will not be exported correctly. If you want to achieve this, look at the point number 1 and how to print it into a PDF.

Of course you can create your very own custom reports and get retrieve other useful information such as:

Please bear in mind you may also filter by Clients and Projects, as explained in this article above in the Reports Basics section

Discussion

PLEASE NOTE: Comments to the wiki should only contain suggestions and questions that help us to improve the manual (and not the software). These comments will be deleted as soon as the information has been integrated into the manual.

Posts that do not contribute to the DOCUMENTATION of the project will be DELETED.

Ask QUESTIONS on the product here.
Report BUGS here.
Propose NEW FEATURES here.


Scott, 2011-04-17 17:31

Is there a way to insert a variable (for instance today's date) into the 'value' parameter. I would like to create a custom report for all future events. i.e. ('End' > 'Today')

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reporting.txt · Last modified: 2014-02-20 13:24 by franponce87
 
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