18.4.5. Reports

The OfficeClip Reports module provides a way to create and manage reports online. Brief descriptions of all the report features are explained here.

A variety of reports can be generated for issue tracker:

18.4.5.1. Category: Issues

  • List of Cases - Shows the list of all the issues in the binder.

  • Track Time Report for Issues - Shows the tracked time per issue. Time can be tracked for each issue by clicking on the Track Time button on the issue detail screen.

  • Number of days issue status is open - List of all open issues in the binder in detail.

  • List of cases without Track Time - The list of issues for which time is not tracked. This report is useful for auditing.

  • List of cases in an organization - List of all issues in an organization.

18.4.5.2. Category: Organization

  • Organization - Contains reports regarding OfficeClip Employees and List of Holidays.

18.4.5.3. Category: Projects

  • Projects - Contains reports regarding Project Allocation and Project Rates.

18.4.5.4. Creating Reports

To create new reports:

  • In the issue tracker, click on the Binder you want to create report for.

  • Click Reports > New Reports.

  • In the Report General, fill up the report category, report type and description if any. Then click Next.

  • In Select Fields, the fields are columns in the report. This user interface allows selection of the fields you want to display in the reports.

[Warning] Warning

If more fields are selected than the page size permits, the additional fields will run over to the next page.

  • In Configure Fields, the user can rename the fields in the Display Name column according to their requirements. Clickorbutton to move the fields up or down the list; determining their order as you want it displayed in the report.

  • In Select Groups, you can set up the groups for various columns in the report.

For example, Issue ID or Issue Name, total number of hours, and the count of the users are groups. Group totals can also be put at the bottom of the groups.

  • In Select Filters, click the icon to create a filter you want. A Configure Tracker Filter will pop up.

  1. Click on the Set Filter button and select conditions to create the filter.

    1. In the filter condition, you can select Is, Is Not or Has. If Has condition is selected the drop-down box on the right expands to a list box. Using the keyboard Ctrl button selects more than one value.

    2. Click Save when finished.

  2. If you have specified all the information you want to enter, click Search. However, if you want to save the search criterion, type the filter name on the text box and click Save & Search.

  • In Filter Permissions, when the reports are shared with extranet users, they can only select filters that are specified in the Filter Permission screen. This will allow OfficeClip administrators to share reports, yet restrict data by limiting filters to a certain subset of data.

18.4.5.5. Viewing Reports

To view the Reports:

  • In the issue tracker, click on the Binder you want to view a report for.

  • Click Reports.

  • You can see the list of reports. Click on the report you want to view.

  • You can also Edit, Delete, Copy, Share, Schedule and Change Permissions of the reports with the icons from the Actions column.

  • All reports can be exported to various formats like Adobe PDF (.pdf), Microsoft Word (.doc) and Microsoft Excel (.xls). Click on a report and then select a format from the toolbar and click Export to preview the report.

  • To see the detailed description of how to edit, delete, change permission etc., click here.

18.4.5.6. Scheduled Reports

Reports can be scheduled so that they can be run at predetermined times and emailed to OfficeClip Users.

To schedule reports:

  • Click on the Schedule icon in the Actions column.

  • Enter the schedule details: daily, weekly or monthly.

  • Enter the email address of the person to whom the report is to be sent and the report format.

  • After finishing, click Save.

  • To enter a New Schedule, click Clear Schedule to delete the old Report Schedule.

  • To see the list of Scheduled Reports, click on the icon above the list of reports.

18.4.5.7. Shared Reports

These reports are shared with extranet users, who can only view reports in a restricted fashion (based on the filters they have been permitted to use). Shared reports can empower your customers, partners, and service providers to create reports for their specific use based on the data they are allowed to access.

To share a report, click on the icon on the report row in the Actions column

To see the detailed description of how to share reports, click here.