]po[ Reporting Core

Inquires into the ]project-open[ database about the status of projects, users, finances, timesheets, etc. provide the raw base material for reporting functions related to the assessment of project progression,efficiency,budget, etc.  The Reporting Core is the base package for reporting functions in ]project-open[ and all other reporting related packages are add-on extensions which supplement the Reporting Core.  The Reporting Base includes several generic pre-defined reports which have configurable search options. 

Standard Reports 

Standard report are available from the REPORTING tab. Not all reports are accessible based on the permissions set by your System Administrator. 

Project Reporting 

• Project List - Shows all main projects in repository. Allows filtering by start/end date, customer, project member and project. Project data can exported (CSV).  

Timesheet Management

• Timesheet Customer/Project - Main Timesheet report. Shows hours logged by customer/project
• Timesheet - Monthly View including 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 Productivity Report - Monthly View - Simple
  
• Timesheet Project Hierarchy & Finance
  
• Timesheet Weekly Report - Show status of TS Confirmation Workflow and absences
  
• Timesheet Finance - report that assembles all the basic financial data for projects

Project Controlling

• Project Deviation Time & Budget - Shows deviations of time & budget
• Budget Main Projects - Shows budget, logged hours, costs and planned units 
• Logged Units vs. Planned Units - Shows logged units vs. planned units on all levels (Main Project, Sub-Project, Tasks) 
  

Surveys 

• Simple Surveys - mine through survey data 

Users

• User Contact Information - search the database for user contact info or find out which users are the associated contacts with a given project/customer or industry.

Standard Reports located in other packages

Some of the reports listed on the Reporting page are located in other packages.

Finance Reporting 

• Please see Package Intranet Reporting Finance for additional information
  

Resource Management

• Resource Planning - Resource Planning based on % assignments
  
• [Named Resource Planning] - Named Resource Planning based on planned hours
  

Ad-Hoc and Dynamic Reports

This package allows users to create a certain type of ad-hoc, that is on-line using the Web interface.

To create a new ad-hoc report please to to /intranet-reporting/ and click on "New Report" in the Admin section at the left. You will see a form similar to the one below.

Placeholder in Ad-Hoc Reports

Ad-hoc reports allow the use of placeholders in "%varname%" format. These placeholders are replaced by the corresponding values, if you specify &varname=value pairs in the URL of the reports.

For example, you can specify the following SQL:

select	*
from	groups
where	group_name like '%group_name%'

and execute this ad-hoc report using a URL like this one:

http://<your_server>/intranet-reporting/view?report_code=groups&group_name=Employees

Please note that the page will return an empty screen if there are no results.

Report Output Formatting

You can determine the output format of the ad-hoc reports by adding a URL parameter "format=<format>":

• format=html
  This is the default setting.
  
• format=csv
  Returns comma separated values and a MIME type that will cause most browser to open the file in MS-Excel.
• format=json
  JSON is a format used and natively understood by JavaScript and used frequently for HTML5 AJAX applications.
• format=xml
  Similar to JSON, but in XML format.

Here is a sample URL for the example above:

http://<your_server>/intranet-reporting/view?report_code=groups&format=json&group_name=Employees

References

Related Object Types

• [Report]

Related Packages

• Data Warehouse Cubes Package
  
• Dashboard Package
• Reporting Finance Package
• Reporting Indicators Package
  
• Reporting Translation Package
• Reporting Tutorial Package

Package Documentation

Procedure Files

lib/create-ts-chart.adp
lib/create-ts-chart.tcl
lib/project-deviation-time-budget.adp
lib/project-deviation-time-budget.tcl
tcl/intranet-reporting-procs.tcl		Reporting Component Library

Procedures

im_package_reporting_id		Returns the package id of the intranet-reporting module
im_package_reporting_id_helper
im_report_accuracy_select		Returns a formatted select widget (radio buttons) to allow a user to select accuracy
im_report_content_type		Returns the suitable MIME type for the given output_format
im_report_display_footer		Display the footer stack of a single row in a project-open report.
im_report_format_number		Write out the number in a suitably formatted way for the output medium.
im_report_http_encoding		Returns a suitable HTTP "Content-Type" value.
im_report_number_locale_select		Returns a formatted select widget (select) to allow a user to select the number locale of a report
im_report_options		Returns a list of all Reports.
im_report_output_format_select		Returns a formatted select widget (radio buttons) to allow a user to select the output format
im_report_quote_cell		Take care of output specific characters: <li> Quote HTML characters for HTML <li> Quote double quotes for CSV
im_report_render_cell		Renders one cell via ns_write directly into a report HTTP session
im_report_render_footer		Renders the footer stack of a single row in a project-open report.
im_report_render_header		Renders a single row in a project-open report.
im_report_render_row		Renders one line of a report via ns_write directly into a report HTTP session
im_report_select		Returns a select box with all Reports in the company.
im_report_skip_if_zero		Returns an empty string if "amount" is zero.
im_report_status_active
im_report_status_deleted
im_report_take_all_ordered_permutations		returns all permutations of a list
im_report_take_n_from_list		returns n elements from list
im_report_tcl_encoding		Returns a suitable conversion for the 'encoding convertto' command.
im_report_type_indicator
im_report_type_simple_sql
im_report_update_counters		Takes a definition of the report counters and update the counter values according to the variables in the parent frame
im_report_write_http_headers		Writes a suitable HTTP header to the connection.
im_reporting_form_update_ajax		Includes JS code for asynchronous HTML requests to be triggered when source element is changed.
im_reporting_rest_error		Writes out an error message for the specified format
im_reporting_sub_project_name_path		Returns a subproject name composed by all superior project in the hierarchy
im_reporting_sub_project_name_path_helper		Returns a subproject name composed by all superior project in the hierarchy
im_reporting_tree_sortkey_pretty		Returns a shortened tree_sortkey
im_reporting_tree_sortkey_spacers		Returns spacers for a tree_sortkey to indent a subproject or task

SQL Files

sql/postgresql/intranet-reporting-create.sql
sql/postgresql/intranet-reporting-drop.sql

Content Pages