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 Report Runner also help in generating multiple reports from a single report definition.
You need 'Create 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 enable you to generate reports on your project information, category, project financials, custom fields etc
Task
This will enable you to generate reports on your task information, schedule dates, task financials, custom fields etc
Time
This will enable you to generate reports on your time entries. So you can see your project wise, task wise, resource wise time submitted, by time code for a particular time period.
Expense
Similarly you can see expense code wise project wise totals, or reimbursable amounts etc.
Document
This will enable you to generate reports on your documents. You can choose to see all documents in your project, grouped by the projects, you can view 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
Process
This will enable you to generate reports on your processes.
Task 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. It is also used to generate the very key Resource Load Chart report. To read more, please click here.
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.
To find out more on what data you can report on for each entity, you can create a new report of that entity, click on the View tab and look at the columns.