Celoxis offers a number of pre-defined reports to get you started. In most cases, these should suffice your needs. Predefined reports will show Celoxis as the creator. Privileges on these are preset to allow for the most common requirements. For instance
- All users may run the "My Tasks", "My Projects", "My Expenses" and "My Time Entries" reports.
- Typically the PM will need reports that help track the project, financials, keep track of tasks due etc. The reports that are primarily aimed for the PM are prefixed with "PM " and are designed to run to fetch data belonging to that PM. So for eg, the "PM - Project Financial Report" will display the financial information of only those projects where the person running the report is a PM.
- There are 3 reports which pure client reports. They have been shared with the clients by default. You can choose to edit the reports and remove the sharing.
- Client Report - My Projects (Client Name = Report Runner)
- Client Report - My Documents (Client Shared = Y and Client Name = Report Runner)
- Client Report - My Discussions (Client Shared = Y and Client Name = Report Runner)
- Process Reports - there are 2 which are accessible to all users of Celoxis including clients.
- Processes assigned to me – (Assigned To = Report Runner)
- Processes requested by me – (Requester = Report Runner)
- Exec Reports - These are typical high level graphical reports that run across all projects.
You can modify any of the above reports to suit your requirements or make copies and modify the copies. You can modify any of the above reports to suit your requirements or make copies and modify the copies.
For Executives
- Portfolio - By Client
- Portfolio - By Project Type
- Portfolio - Project Costs
- Portfolio - Benefit v/s Alignment
- Portfolio - Risk v/s Priority
- Portfolio - Project Profitability
- Portfolio - Revenue (Planned v/s Actual)
- Resources - Hours (Allocation v/s Availability)
- Resources - Billable Utilization
- Resources - Capacity
- All Projects By Client
For Managers
- Project Status (Gantt)
- Resources - Effort (Planned v/s Actual)
- Resources - Costs (Planned v/s Actual)
- Resources - Hours (Billable v/s Non-billable)
- Resources - Billing
- Resources - Who's Doing What
- Resources - Capacity
- Incomplete Timesheets
- Resources - Planned Costs
- My Projects
- Projects - Revenue (Planned v/s Actual)
- Projects - Hours (Billable v/s Non-Billable)
- Project Status (Top level Tasks)
- Projects - Margins (Planned v/s Actual)
- Upcoming Milestones
- Tasks Status
- Late Tasks
- Activity Stream
For Team
- My Tasks
- My Unsubmitted Time
- Activity Stream
For Client
- Projects
- At Risk Tasks
- Files
- Discussions
Project-Specific reports
- Workload
- Cash Flow
- Work Trend
- Discussions
- Files
- Issues
- Bugs
- Risk Register
- Gantt (Client Shared)