@Reports

]project-open[ provides reports are pre-configured and pre-defined SQL queries that have been embellished and formatted to become useful ready to use business decision making tools. Each report belongs to a Package that contains a family of related reports.

In order to access each report and it's functionality, the package the individual report belongs to must be installed on your ]project-open[ system. In order to find out which package the report is a part of, consult the References section of the Report's page. 

The reports have drop down menus to further filter the results of the report according to date, specific company sector, name, project name etc. in real time, without having to make additional costly (on computer resources) database operations.

The reports are grouped according to their function.

Finance

  • Finance - Documents and their Projects - Lists financial documents (quotes, invoices, purchase orders, ...) by date range
  • Finance - Projects and their Financial Documents - Lists financial documents by project
  • [Finance - Budget Check per Project] - Compares standard planning vs. actual values for internal and external costs.
  • Finance - Income Statement - Lists revenues vs. expenses on the organization level similar to an "income statement"
  • Finance - Data-Warehouse Cube - Main finance data-warehouse cube, allows to slice and dice financial documents of any type according to >20 dimensions
  • Finance - Expenses Main List - List of [expenses bundles] by customer, project and employee.
  • [Finance - Expenses Data-Warehouse Cube] - Expenses data-warehouse cube with variable dimensions.
  • Finance - Price Cube - Data-warehouse cube listing prices per material in provider related financial documents (purchase orders and provider bills), allowing to compare prices of providers and over time.
  • Finance - VAT Report - Provides details of VAT paid vs. collected.
  • Finance - Hierarchical Projects and their Financial Documents
  • [Finance - Monthly Summary]
  • [Finance - Payment Balance] - Shows (un-) paid financial documents. Complements the main list of financial documents.
  • [Finance - Provider Costs per Month] - Shows aggregated 3rd party costs per month, allowing to detect patterns.
  • Finance "Tab" - The list of financial documents filtered by status, type, date, customer etc.
  • Finance Dashboard - Configurable collection of indicators, widgets and diagrams showing the financial status of the organization

Timesheet Management

  • Timesheet - Customers and Projects - Main Timesheet report, shows hours logged by customer, project and resource
  • [Timesheet - Monthly View including Absences] - Reports on both logged hours and absences
  • [Timesheet - Productivity (Calendar View)] - same as above, except presented in a day by day calendar breakdown
  • Timesheet - Productivity - Summarizes individual or group participation using the system hours logged for projects and customers per month.
  • Timesheet - Data-Warehouse Cube - Data-warehouse cube allowing to slide and dice timesheet hours with > 20 dimensions
  • Timesheet - Productivity Report - Simple Monthly View
  • [Timesheet - Project Hierarchy & Finance] - Combines timesheet with financial information, allowing to review project profitability
  • [Timesheet - Weekly Report] - Show logged hours per user and week, allowing to check for regular timesheet logging.
  • Timesheet Finance - report that assembles all the basic financial data for projects
  • [Timesheet - Approval Workflow Unconfirmed Hours] - Tracks hours not submitted for timesheet workflow approval.
  • Timesheet "Tab" - Shows a calendar view of logged hours for the current user, with the option to log hours

Project Management 

Resource Management

  • [Resource Management - Assigned vs. available hours per department] - Main resource management view

Ticket Management and ITSM

  • [Tickets - Data-Warehouse Cube]  - Shows ticket information sliced and diced by > 20 dimensions.
  • [Tickets - Raw Data Without Discussions] - Raw ticket data
  • [Tickets - Resolution Time] - Allows to track resolution time per ticket type, status, department, queue etc.

Other 

  • Object Audit Cube
  • Project
  • Simple Survey - Main List - A list of all [simple surveys] by type, user etc. Simple surveys are used for project weekly reports, customer satisfaction, 360 evaluations etc.
  • Simple Survey - Data-Warehouse Cube  - A data-warehouse cube allowing to slice and dice survey responses.
  • [Users - Contact Information] - The list of all users in the system together with group membership and contact information, also suitable for mass-mailings.
  • [HR - Employee Vacation Balance] - Shows the number of available vs. consumed holidays per user and time period

References

Related Object Types

Related Packages

Related Modules

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