Other reports

Two reports gather what doesn’t fit into the finance, project, employee or CRM line: the Area/category analysis as a five-dimensional pivot analysis and the Ad-hoc report as automatic email dispatch for important events.

Area/category analysis

The Area/category analysis helps to analyse activities by area or category over a period – daily, weekly or monthly.

The report is five-dimensional: up to five criteria at once. Two of them are fixed:

• Time range (the row on the time axis).
• The Activities result (what is analysed).

The other three criteria are flexible – they control columns, rows and the split into blocks.

Examples:

• For a particular project type, all the projects it contains with category columns.
• Which projects all employees worked on in the last three months, split by category.

In the UI the table groups by Assignee (with a personal photo), rows carry Main project, Customer (with numbering). The columns are Category with the sub-columns Billable, Non-billable, Σ. Absence rows appear colour-coded: Sickness (pink), Leave (yellow), Public holiday details (orange).

Via the report settings you decide which values are displayed; a checkbox below the combo box enables/disables the values. Numerous filter options round off the analysis – period, individual employee, user group or project type.

The Area/category analysis is an analysis view on the project times – the header shows Project times (<period>) as its title. It and the Project times work on the same data source, just presented differently.

Ad-hoc report

An Ad-hoc report is an automatically dispatched report that informs a particular person by email about important events – you don’t have to check yourself. The following events trigger it:

• Assignment of tasks.
• Warnings.
• New follow-ups.
• New tickets.

How often you receive an ad-hoc report you set yourself in your personal settings under Personal data – Notifications (not in the Controlling module). Three filters narrow down the analysis:

• User account – for which user the sent ad-hoc reports are shown.
• Period – which period the reports should come from.
• Additional filters – narrow down further by area, detail or action.

Note: The analysis tab of the ad-hoc report is not visible in the Controlling module as a separate tile; you configure the dispatch frequency in the personal settings area (avatar menu). See Set up cost rates, commissions & ad-hoc reports.

Common questions & needs

Related topics

• Working with reports: filter and export Controlling How-to
• Project reports Controlling How-to
• Set up cost rates, commissions & ad-hoc reports Controlling Configuration