Reports are a valuable tool in project management. Providing a quick summary of Project and Resource data that can be circulated to clients, stakeholders, or team members. In Ganttic, Reports can be created that highlight any aspect of your planner’s data, and at any moment in the Project life cycle. Find out how to generate Reports, create Templates, and share all your findings using Ganttic.
Reports in Ganttic
While reporting is seen as one of the most time consuming parts of project management, it’s a necessary obstacle every Project Manager has to overcome to do their job correctly.
But in Ganttic, the planner does the hard part for you. Tabulating and calculating your planner’s data into a succinct, digestible document, ready-made for sharing. So all you need to do is simply drag and drop which info you’d like included in the final output.
The Report icon will take you to your Report List. Where you can add and track all Reports and Charts.
Getting Started with Reports
Begin by learning how to create a new Report. Then get the lowdown on Report Filters, to help you decide what to include or exclude. Any of these Reports can be saved and reused later, as a template. Useful for keeping track of KPIs during different stages of the Project or when wrapping everything up at the end.
And remember, your Reports don’t have to be text-based. If you want to create visualizations and graphs out of your planner data, there’s plenty of options for this as well. Line Chart, Bar Chart, Stacked Bar Chart and an Area Chart are all different ways to see your data.
Sharing and Exporting Reports
Once you’ve created your Reports, it’s time to get them to the right people. Set Report permissions so the right Ganttic Users have access. If your boss is old-school, you can print out your Report. Or send it to them via a PDF or CSV.
An even easier option is sending it directly to the recipient’s inbox with Automatic Reports. You choose the “who” and the “when” and Ganttic does the rest.
Once you’ve mastered the basics of reporting, head on over to our advanced features where we walk you through some of the most common report use cases. Including:
Budget and cost reports
Planned vs. actual hours reports
Required vs actual hours reports