Resource Management reports overview

You can create and save frequently-used reports; access your saved reports from your personal page or the analytics page.

Analytics page

The analytics page displays an overview of active projects with color-coded project bars and forecasted budgets. This page also shows who is available in the next two weeks.

The analytics page lists saved reports, accessible to those with the appropriate access level.

Reports

To create a new report, selectNew Reporton theAnalyticspage.

A report has four components:

• Report View: Select the data you want to view. Choose betweenTime + Fees,Budgets,Utilization, orExpenses.
• Time Frame: Use preset time frames or set a custom date range.
• Group By: How you want to group your data. For example, you can group data by team member, project, or client. You can set a secondary grouping as well. For example, you can first group the data by project and then group by team member to see who is working on which projects and how much they are allocated.
• Show: Choose what data to display. By default, Resource Management shows all data for all projects. You can choose to include information from one project or one team member.

Once you have made your selections, selectRun Report.

Depending on your account’sincurred period, report data can include past days and today, or past days only (today is considered future scheduled time).

The reports section works like a PivotTable in Excel. Group and filter the data as needed using pivots.

Report types

There are four types of reports:

• Time + Fees Reports

• Expense Reports

• Budget Reports

• Utilization Reports

Select a report type under the View section of the left column.

学习如何得到的数据need in reports, and how you can export that data to create your own reports outside our tool:

• Filtering
• Time Tracking
• Shared + Saved Reports
• Export Data
• Pivot Table Examples

Managing large reports

Reports with large amounts of data can take several minutes to process. Verify the view, date range, grouping, and filters are set correctly before running the report; this will remove unnecessary calculations and improve overall performance. If you attempt to load too many large reports in quick succession, you may encounter aSeveral large reports processingwarning.

If the report requested has too much data (millions of time entry records) and will take more than 5 minutes to process and load, you may encounter aReport is too big to loadwarning. If you encounter this warning, reduce the report's scope and try again.

If you don’t want to reduce the scope, you can receive the data via email. SelectRequest Underlying Datato receive a link to a complete dataset file. Depending on the report scope and system load, it may take up to 24 hours to generate and send your report data.

Request underlying data is not available for utilization reports.

To limit the scope of your report:

• Select a shorter date range, such as the last 30 days, or choose a custom date range that more accurately reflects the dates you are interested in.
• Use filters to limit included projects. Select a specific project, client, project type (confirmed or tentative), or other property that defines the set of projects you are interested in.
• Use filters to limit people in the report. Select a specific discipline, role, or location.