Reports
In Completix, reports, like everything else, are “in context”. Looking for a resource type report? Then go to the Resource page either at the project level (Project Team page) in the Executive Dashboard under the Resource tab.
Looking for a project type report, then look at the various dashboard and export what you see.
Reports are automatically formatted in PDF or, where available, you can export a CSV format where you can manipulate the data in Excel.
For Resource’s type report, look for the “Clock” or “Calendar” type icons.
All resource type report measure the effort, both Actuals and Forecasts. In Each report you can review the hours spent or the cost based on the hours spent.
Among the reports you can find:
- Effort Report for a specific project. Know exactly the resources’ spending for a project.
- Effort Report for a specific resource. Know exactly how much time/revenue a resource is involved across all assigned projects.
- Timesheet Custom Entry report. Know how much time a resource spent on non-billable type activities
- Outstanding Timesheet report. Get a list of users that have not submitted their Timesheet.
- Vacation calendar. View and export a list of your resources’ vacations
For Project type reports, look in the various dashboards. What you see is a visual report that you can export. Click on the “export” icon.
