Reports should be informative, useful and significant and customized to the individual or organization’s needs. Reports can be presented as visual representation. Let us know how Reports features works user to user depending up on their access rights.
User : A general user can view their own projects, download their individual data but they can’t download others instead they can only view others data.
Approver :For approver also reports are working same as users. Approver can also view and download their own project related data but they can only view others data.
Admin user : For approver also reports are working same as users. Approver can also view and download their own project related data but they can only view others data.
Management : Like admin user’s there is no restrictions for management access but here they can only view all data, there is no download option across the report panel.
Report has filters to retrieve desired data. In report panel there are two types of view filters - Organizational view and User view.
It has department filters where user can switch to user view (own department data) or organization view (All departments) apart from these user can select their own department as well.
Addition to department filters reports also has user type and user filters. User type filter helps to filter the users based on the user type while user filters helps to choose particular user in the available list.
Viewer can also filters the data by specific duration using Year filters. Viewers can select date from and date to fields in the available calendar and filters the report data.
After filtering as per the desire click on view button as shown below. Print and download icon are also shown
Note: Download icon is appear based on the selection user had made with the filters, while print icon is available always and for everyone.
The Report consisting of following items:
Department Saving details (Hard and soft saving- forecast, Actual and goal)
A detailed chart on below terms- includes forecast, Actual and goal
All the charts and tables available on the reports can be downloaded to various format like image, excel file (xls/csv) or pdf etc.
Below screenshot shows sample report panel: