Overview on Reports

Reports provide you with insight of the working within your organization. Celoxis has a very powerful reporting engine that allows you to generate practically any kind of report you require. And the beauty of the reporting engine is that you need not create a thousand reports. Celoxis lets you define fewer reports, at the same time providing you the flexibility of deciding how you want to organize the data in a way you prefer. The user can pick the columns they wish to view, they can choose to group and sort the data, the promptable filters let them narrow down data. And all this is without altering the basic report definition. So 1 report defined can potentially be modified by every user to display data as per their specification. Other key features like - Running User -  also help in generating multiple reports from a single report definition. 
You need 'Add' Report privilege to be able to generate reports in Celoxis. Reports created and shared with users can be tweaked by the users to organize the data in a way they prefer (columns, group, sort and promptable filters) This does not require a permission. To read more about Report Security, please click here.

Reports can be created on one of the following entities. 

Project
This will help you to generate reports which will show the project information like the category, project financials, custom fields, etc.
 

Task
This will help you to generate reports on the task information like the schedule dates, task financials, custom fields, etc.
 

Time Entry 
This will help you to generate reports on time entries. So, you can see your project wise, task wise, resource wise time submitted, by time code for a particular time period. 
 

Expense
 This will help you to generate reports on the expenses. You can see expense code wise project wise totals, etc.
 

Document
This will help you to generate reports on your documents. You can choose to see all documents in your project, grouped by the projects along with the path, type, size, checkouts, discussions if any, whether the doc is shared with your client, etc. 
 

Discussion
This will enable you to generate reports on your discussions. You can view the discussion posts, replies etc
 

Apps
This will enable you to generate reports on your App items. 
 

Task Status Update
This will enable you to generate reports on the progress updates of your tasks.
 

Assignment
This is a very important entity which helps you analyze your resource assignments/load on the different tasks. You can use it to generate a report that will display resource wise, task wise, allocated/estimated hours versus actual hours (approved). You can filter over the period of your choice. 
 

Activity Log
This is like an audit trail or history of changes done on projects, tasks in it, documents, discussions attached to the project etc. This gives you an idea of what changes have happened, when and by whom. 

Time Phased 
It is used to generate the very key Resource Load Chart report. To read more, please click here.