Create and build your own bespoke reports using the Report Builder. Alter an existing template or produce one from scratch. Use the abundance of filters and options available to you within the Report Builder. Save and favourite your uniquely established report.
Let’s take you through the options of this integral feature of how to generate a customized report.
Creating a Report from Scratch using the Report Builder
Firstly we are going to take you through the steps of how to create a report from scratch. Later on, we will show you how to alter an existing template.
You can access the Report Builder from the Reports Home Page by selecting the folder. Alternatively you can select the icon at the top of the sidebar. Once you activate the Report Builder. A pop up modal appears.
The first step within the Report Builder is to choose a report type. Choose a starting point of selecting what type of report you wish to generate from the Report Builder. Your options are pretty straight forward. Choose from Project, Report, Event or Unassigned. Selecting your report type will determine what appears in the next tab and step in the process. Note, this tab will be visible from the Report Builder. It will not be visible if you are navigating to the report builder from a pre formatted template.
Select Data you wish to Report by
OK, so depending on what type of report you have selected will determine what your options are here in the Report Builder. Taking the pre installed Hub Planner default options as an example. Let’s take report type Project first.
Your data options for Projects within the Report Builder are divided into three columns. The left hand side column is a breakdown of the Project Groups you have installed in Hub Planner. The middle column are single projects associated. When you select any of the project groups, and or single projects they automatically populated the Selected Data column. Now, you have the option to unselect ones you do not wish to include in the report.
Tip: Should you wish to include just a couple of projects in your report, an easy way to do so is Select the project group which highlights all corresponding projects. Subsequently unselect, and it will automatically deselect all projects. Scroll to locate the projects you wish to include and tick accordingly.
Working the exact same way as Projects in the Report Builder. Two columns represent the resource data options. Resource Groups on the left. Single Resources in the middle. Selected Groups and Resources as required to be including within your report which will appear in the Selected Data column.
Tip: Know the resource you wish to create a report for, use the search box to quickly locate.
By default, Hub Planner Report Builder has installed 3 Events – Not Available, Sick Leave and Vacation. So for example, you might generate a report say on the amount of sick leave reported for last quarter. Of course you may have numerous event types which can be set in settings. Again you have a search field which is handy to locate the right event you need to report on. There are no columns within this data option.
Here you can generate a bespoke report on any unassigned categories. A great example is non billable work. Create a report for how many hours were non billable for last month. And generate one for what is expected for next month! This allows you to forecast and make strategic decisions.
You can select now or select and alter at a later date. Your options include a number of preformatted options such as Last Week, Next Month, This Quarter etc. Alternatively you can opt to configure an exact range of dates by choosing from the calendar.