In [email protected] software there are a number of reporting tools available. This article introduces these tools, their primary usage and the configuration options available within them.
The 4 primary reporting options are:
- Status Inquiries
- Inquiry Profiles
- Static Data Profiles
- Active Schedule Profiles
Reports can then be run showing the status and workflow and authorisation history of any form, timesheet or other document.
Its important to understand that Status Inquiries are not intended to return data relating to the content of a form or a timesheet (for example expense values or hours worked).
Status Inquiries are only designed to report on the current status (ie who is the employee who must action it next) or the status history (ie who has previously actioned it).
Status Inquiries can be created using the Status Inquiry Wizard located in the Procedures section of the Maintenance Application.
In addition you can learn more about Status Inquiries here.
Inquiry Profiles are used to report on data that has been posted into the Project Ledger.
Forms and Timesheets are posted to the Project Ledger after they have gone through all the required authorisation steps defined in the Routing Rules.
This will typically be after an expense claim or timesheet has been authorised by a Manager and Reviewed by the Finance Department (although sometimes clients may have more or less stages than this defined).
It is also possible to report on Budget Ledgers using Inquiry Profiles.
Inquiry profiles can be created using the Ledger Inquiry Wizard located in the Reporting section of the Maintenance Application.
Inquiry Profiles can be run in the Maintenance Application or they can be run via the Browser. In addition reports can be displayed in Grid (Transaction) mode or can be published in Dashboard form.
Static Data Profiles
Static Data Profiles provide reports on Employees, Clients, Projects, Tasks and Analysis Values and some related data.
There are three different types of Static Data Profile:
- One for Employees
- One for Clients, Projects and Tasks
- One for Analysis Values
Static Data profiles can be created using the appropriate Profile Wizard located in the Reporting section of the Maintenance Application.
Static Data Profiles can be run in the Maintenance Application or they can be run via the Browser. In addition reports can be displayed in Grid (Transaction) mode or can be published in Dashboard form.
Active Schedule Profiles
Active Schedules are reports which present data in a summarised matrix style and present data grouped by Employee, Project or Expense Type (for [email protected] only).
Active Schedule Profiles can be created using the Active Schedules Profiles Wizard located in the Reporting section of the Maintenance Application.
Active Data Profiles can only be run in the Browser.