Overview
Reports is getting a much needed facelift! An improved version of our reporting module is coming this month as the cornerstone of our new Insights initiative. We kept the flexibility and real-time aspect of our classic reports while adding more metrics, better grouping, and more flexibility in how you build and manage your reports. As well, this new reporting module will let us add more requested features, like visuals & charts, industry reports and other exporting options.
You will be able to access Reports in the same way as before (and for a few weeks you'll be able to toggle back to Classic Reports), but Reports page will look a little different. We've rebuild our Classic Reports, but they will serve as Presets going forward (except for the Cumulative & Milestone reports which will still be using our older interface). All custom saved reports will appear below with the last updated date.
Although the reports will look similar, there are many new enhancements and UI improvements to help you set up your reports as you need them.
Advantages of New Reports
We kept the flexibility and real-time aspect of our classic reports and added the following based on customer feedback:
More Metrics across all reports
Project Reports now share all metrics (Project Overview & Period)
Project Reports now have people & people custom fields available & vice versa
People Reports now share all metrics (People Explorer, Utilization, Variance & Timesheet)
Better Grouping
"Detailed" & "Group By" work at the same time
Group by project fields in people reports & vice versa
Multi-level grouping (alternate the order as needed)
Group by Phase & Workstreams (Enterprise/Premium only)
Improved Filtering & Searching
Planner filter to provide clarity on your filter selections & filter faster
Added a Search Bar to help you find or isolate data faster
Flexibility in date ranges & time periods
Set a Custom Date Range
Days reporting in all reports
Toggle between Project Overview & Period reports seamlessly
New Display Options
See your data in Hours or FTE
Create & Save Custom Reports (Premium & Enterprise Only)
Start with Presets or existing custom reports & customize to your needs
Saved Reports are are available to other users with the correct permissions
Improved High Level Calculations
Now rounding numbers instead of displaying decimals
Adjustments of certain metrics in Classic Reports to align more with customer feedback
More clarity when calculations at a certain level aren't available
Difference Log
As we build our new reporting module, certain changes were made which means you may see some differences in either functionality or calculations from Classic Reports. Here's a quick log to help you navigate through the changes:
Change | Current Reports | Classic Reports | Reason Why |
Searching for one person or one project | Use the search bar to isolate one of these | Individual filter above list of projects and people | Better UI |
Filtering for one skill, tag or custom field | Open the filter and select the correct option(s) | Add the column in Fields and then move to that column and add option(s) in the search bar | Faster & more clear |
Selecting a Date Range & Time Period | Click on the displayed summary date range by time period to choose a custom date range or a time period and date range. | Click on report date to open up settings where you can choose between date range or period. | More flexibility & options |
Tentative Projects on People Reports | Use the Tentative toggle to pre-select which projects you wish to include | Toggle on- All tentative projects are included | More flexibility - you can now choose the tentative projects you wish to include |
Tentative Projects on Project Reports | Use the Tentative toggle to pre-select which projects you wish to include | Add Contract Status in Fields and then toggle on Tentative. You can then turn on some off individually | Faster & more clear |
Contracted Capacity, Effective Capacity, Remaining Availability & Time Off, Business Costs by Project | Displays as "N/A". | Shows overall employee metrics. | Better accuracy. These metrics are connected to employee overall and are NOT set by project-so metrics may be misleading. |
"--" or "0" when divided by 0 | Displays as "N/A" | Display as either "0" or "--" | Calculations that are divided by "0" aren't possible- |
Hours or count | Round numbers only | Decimals | Numbers are rounded up to the nearest whole number. Financial or FTE metrics still show decimals |
Grouped Utilization | Sum of the allocations/Sum of the effective capacity | Sum of utilization rows | Better accuracy |
Time off Conflict Icons | No longer relevant | Displays | We've changed how we manage conflicts with time off for consistency |
Utilization Footer Calculation | Includes Placeholders scheduled hours | Doesn't include placeholder scheduled hours | Better accuracy. |