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How to make the ultimate resource report in Hub Planner?

Estimated reading time: 4 min

How to make the Ultimate Resource Report in Hub Planner?

How to make and build the ultimate resource report that shows all you need to know? Hub Planner contains multiple templates that show scheduled time, reported time, booking categories, utilization etc. etc. But, we want to combine these to the one report, the one page. How do we do that?

Any Hub Planner report pre-formatted template can be edited to your own custom liking. You can then save your new customized report in either your own private reports or within Internal reports for all who have access to see. Each time you navigate into the saved report. It will automatically update in real time. The saved reports are also clever to recognise and update the date range that you selected. So say you created a monthly resource report. It will update each month with the real time information.

Create_Ultimate_Resource_Report_Builder_Templates

What do we want to see in the ultimate resource report?!

Completely up to you. But let’s show you how you can create your own customized resource report.

We can either amend a current template, or we can go from scratch and build your own. To edit a template, we are still accessing the Report Builder. So let’s show you from scratch how to create a resources report from the report builder.

Step 1 – Open the Report Builder

Open the report builder by either choosing the folder or the option on the sidebar.

Create_Ultimate_Resource_Report_Builder

Step 2 – Choose the Report Type (Resource)

Types include Project, Event, Resource or Unassigned if you have it installed. We will select ‘Resource’. Why do have to choose? This will populate what is in the next tab. The Data tab. Choosing the resource report type, will pull in the corresponding resource groups, and individual options to create the report from. Had we had chosen projects, it would pull in the project groups and projects to select from etc.

Create_Ultimate_Resource_Report_Builder_Type

Step 3 – Data

Here is where we will choose who do we want to create the report of? Do we want all resources? Perhaps different teams, or just some single resources. You can create multiple reports as you wish. In this example, we will choose All ‘Active Resources’.

Create_Ultimate_Resource_Report_Builder_Data

Step 4 – Date Range

There are a number of pre-formatted date options to choose from in the drop down list. Alternatively, you can choose the date range from the date picker. Note, that if you save the report, it will automatically save the date range type. So if it’s This Month, This Week. Or you choose a 6 week date range in the date picker. The next time you are in the report, it will automatically update to the original date range. You can always update the saved report if you wish to change the date range.

Create_Ultimate_Resource_Report_Builder_Date

Step 5 – Filters

In this example, we’re not going to change any of the filters right now. You can opt to apply some filters to the report. For example, you might use the Custom Fields to search through specific criteria you have set. You could filter by booking category etc. There are also some pre-arranged filters that are present by default.

Create_Ultimate_Resource_Report_Builder_Filters

Step 5 – Columns

Columns is where you will pick and choose what data you want to see. What is going to show on the report. Here is where you will choose options from the available column. Once picked it will automatically populate in the Selected Column. These are the some of options you can choose to include in your report.

  • Resource Name
  • Scheduled Time
  • Reported Time
  • Resource Burn Rate %
  • Scheduled v Reported Time Difference
  • Resource Capacity
  • Resource Availability
  • Forecasted Utilization Rate %
  • Resource Utilization Status
  • Resource Spend
  • Time Entry Status

We can opt to create a Date Column Report which is like a heat map style of report. You would choose one of the columns to breakdown the data as per the frequency you choose (Day, Week, Month etc). You can find more information on that ->

Create_Ultimate_Resource_Report_Builder_Columns

Step 6 – Grouping Resource Report

For now, we won’t change the grouping. What this means is how the data will be displayed or grouped by. Automatically a resource report will default to the primary grouping of by Resource/Unassigned. You can choose to add a secondary grouping. For example, by Project/Event. In turn, this will break down the data further and show

Create_Ultimate_Resource_Report_Builder_Grouping