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
Budget Allocations.
Projects (by Schedule)
Revenue per Client
Project Portfolio Analysis
For Managers
- My Projects
- Tasks Status
- Project Status (Top level Tasks)
- Project Status (Gantt)
- Cost Overruns
- Who's Doing What
- Resource Load
- Resource Utilization
- Resource Capacity
- Incomplete Timesheets
- Activity Stream
- Discussions
- Documents
- Open Issues
- Open Bugs
- My To Dos
For Team
- My Tasks
- My Expenses
- My Time Entries
- My Open Items
- Activity Stream
- Discussions
- Documents
For Client
- Project Status
- Project Documents
- Project Discussions
- My Existing Requests
For Administration
- Billing Summary
- Billed Time
- Billed Expenses
Project-Specific reports
- Unassigned Tasks
- Tasks (List)
- Discussions
- Documents
- Issues
- Bugs