Reports
Task Report
In the Task Report section, users can access an overview of tasks, including their current status and details. The interface is structured as follows:
Duration: This section allows users to define the reporting period by selecting a start date and an end date.
Status: Users can filter tasks based on their current status, providing insights into ongoing, completed, or pending tasks.
Project: A filter to view tasks associated with specific projects, helping users to focus on tasks relevant to their projects.
Filters: This feature enables users to refine their task search using various criteria:
Client: Select tasks linked to particular clients.
Assigned To: Filter tasks based on who they are assigned to.
Assigned By: View tasks that have been assigned by specific individuals.
Label: Sort tasks using labels for better categorization.
Task Category: Filter tasks by their designated category.
Billable Task: Identify tasks that are billable, assisting in tracking chargeable work.
Task Table: The main section displays the tasks in a table format with the following columns:
Code: Unique identifier for each task.
Task: Brief description of the task.
Project: Indicates the project the task is associated with.
Due Date: The deadline for task completion.
Assigned To: Shows the individual responsible for completing the task.
Status: Displays the current state of the task (e.g., Backlog, In Progress, Completed).
Users can navigate through multiple pages of tasks, making it easy to manage and monitor task performance over time. This report helps in tracking productivity, identifying bottlenecks, and ensuring timely task completion across various projects.
Time Log Report
In the Time Log Report section, users can monitor and analyze the hours worked by employees on various tasks and projects. The layout includes several components:
Duration: Users can specify the reporting period by selecting a start date and an end date to focus on specific time frames.
Employee: This filter allows users to view time logs for specific employees, helping to track individual performance and contributions.
Project: Users can filter time logs based on the project, enabling a focused analysis of hours spent on particular projects.
Filters: Additional filtering options include:
Client: Select logs related to specific clients.
Status: View logs based on the completion status of tasks.
Invoice Generated: Filter to see whether invoices have been generated for the logged hours.
Time Log Table: The core of the report is presented in a table format containing the following columns:
Code: Unique identifier for the task.
Tasks: Description of the task performed.
Employee: Name of the employee who logged the hours.
Start Time: The beginning time of the logged task.
End Time: The completion time of the logged task.
Total Hours: Total hours logged for the task.
Earnings: Calculated earnings based on hours logged, if applicable.
Users can navigate through multiple entries to review logged hours, which aids in evaluating productivity, assessing project timelines, and ensuring accurate billing for services rendered. This report serves as a valuable tool for tracking time management across the organization.
Finance Report
The Finance Report section provides a comprehensive overview of the financial activities within the system for a specified duration. Users can filter the report based on clients and projects to analyze earnings effectively. Key features include:
Duration Selection: Users can set a date range to review financial data within specific periods.
Total Earnings Display: This section shows the cumulative earnings for the selected duration, providing immediate insight into financial performance.
Project Overview: A detailed table lists all projects along with their associated invoices, amounts, and payment statuses. This helps users track which invoices have been paid and which are still outstanding.
Invoice Information: For each project, the report displays relevant details, including the invoice number, amount in both the original currency and Euros, the date of payment, and the current status of each invoice.
Actionable Insights: Users can identify trends in income and track payment statuses to optimize financial management and client follow-ups.
This structured approach enables users to maintain clear visibility over their financial operations, ensuring informed decision-making and effective management of financial resources.
Income Vs Expense
The Income Vs Expense section offers a clear and detailed comparison of the financial inflows and outflows over a defined period. Key features include:
Duration Selection: Users can specify a date range to analyze income and expenses within that timeframe.
Total Earnings Display: This area highlights the total income generated during the selected period, allowing users to assess financial performance at a glance.
Total Expenses Display: Users can view the cumulative expenses incurred within the same duration, facilitating an understanding of overall financial health.
Visual Representation: The section may include graphical representations, such as charts or graphs, to illustrate trends in income versus expenses, making it easier to identify patterns or discrepancies.
Summary Insights: This report enables users to evaluate the net income by contrasting total earnings with total expenses, offering insights into profitability and financial sustainability.
This structured overview aids in effective financial management, allowing users to make informed decisions regarding budgeting and resource allocation.
Leave Report
The Leave Report section provides a comprehensive overview of employee leave requests within a specified timeframe. Key features include:
Duration Selection: Users can set the date range to filter the leave data, allowing for targeted analysis of leave patterns over a chosen period.
Employee Overview: A list of employees is displayed, showing their leave status, including approved and pending requests, facilitating easy monitoring of leave balances and approvals.
Detailed Leave Status: Each employee entry indicates the number of approved leaves and pending requests, providing a clear picture of individual leave utilization.
Actionable Options: Users can access additional details for each employee by clicking on the "View" option, which may provide further insights into their leave history or specific requests.
Summary Insights: This section enables managers to quickly assess overall leave trends within the organization, supporting effective workforce management and planning.
By consolidating leave information in a structured format, this report aids in ensuring transparency and accountability in leave management.
Attendance Report
The Attendance Report section offers a detailed view of employee attendance records for a specified period. Key features include:
Duration Selection: Users can specify the date range to analyze attendance data, facilitating targeted review of attendance patterns.
Employee Overview: A comprehensive list of employees is displayed, showing their attendance status, including present and absent days, allowing for quick assessment of attendance compliance.
Attendance Metrics: Each employee entry includes key metrics such as the number of days present, absent, extra working days, hours clocked, days late, and any half days taken. This information provides insights into individual attendance behavior.
Clear Data Presentation: Attendance details are organized in a structured format, enabling managers to easily identify attendance trends and address any issues that may arise.
Actionable Insights: This report aids in monitoring employee attendance and planning necessary interventions, ensuring accountability and supporting workforce management.
By consolidating attendance data, this report helps in maintaining an effective attendance tracking system within the organization.
Expense Report
The Expense Report section provides a comprehensive overview of company expenses over a specified time period. Key features include:
Duration Selection: Users can define the date range for which they want to analyze expenses, allowing for targeted financial assessments.
Expense Overview: The total expenses incurred during the selected period are displayed prominently, giving a clear picture of financial outflows.
Expense Breakdown: Detailed reports categorize expenses by various criteria, including categories, employees, and projects, facilitating deeper insights into spending patterns.
Itemized Listing: A structured table is available for presenting expense details, including item names, prices, employees involved, purchase sources, bank accounts used, purchase dates, and status. This breakdown supports efficient tracking and management of expenditures.
Data Presentation: The report is designed to present financial data clearly and concisely, making it easy for managers to identify trends and anomalies in spending.
Actionable Insights: By analyzing expense data, the report aids in budgeting, forecasting, and making informed decisions about resource allocation and cost management.
This report plays a crucial role in maintaining financial oversight within the organization, ensuring that expenditures are monitored and managed effectively.
Deal Report
The Deal Report section provides a detailed overview of sales activities and outcomes over a specified time period. Key features include:
Duration Selection: Users can set a date range to analyze deals, enabling focused evaluations of sales performance.
Agent Overview: The report highlights individual agents, presenting their performance metrics related to deals.
Performance Metrics: Key performance indicators include total deals, won deals, lost deals, total amount, converted amount, total follow-ups, and pending follow-ups, giving a comprehensive view of each agent’s sales activities.
Deal Outcomes: Clear distinctions are made between won and lost deals, facilitating analysis of conversion rates and identifying areas for improvement.
Financial Insights: The report displays total deal amounts and converted amounts, providing insights into revenue generation and forecasting potential income.
Follow-Up Tracking: Users can track the number of follow-ups made by each agent, helping to assess engagement with leads and the effectiveness of follow-up strategies.
Data Presentation: Information is organized in a structured table format for easy reading and analysis, allowing users to quickly gauge performance at a glance.
This report is essential for monitoring sales effectiveness, evaluating agent performance, and informing strategic decisions related to sales processes and resource allocation.
Sales Report
The Sales Report section offers a comprehensive view of sales transactions and financial performance over a specified time period. Key features include:
Duration Selection: Users can specify a date range to focus on particular sales activities, allowing for targeted analysis of sales performance.
Client Overview: The report details sales associated with individual clients, enhancing understanding of customer contributions to overall revenue.
Financial Breakdown: Essential financial metrics include invoice number, invoice value, amount paid, taxable value, discount applied, and the associated bank account, providing a clear picture of sales transactions.
Tax and Discount Tracking: The report allows for the analysis of tax implications and discounts offered, facilitating assessment of pricing strategies and their effects on revenue.
Data Presentation: Information is presented in a structured table format, enabling easy navigation and quick retrieval of relevant details regarding sales activities.
Visibility on Payments: Users can track payment statuses, ensuring clarity on outstanding amounts and completed transactions, which aids in cash flow management.
This report is critical for monitoring sales performance, managing client relationships, and making informed financial decisions based on sales data.
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