Reports are an essential part of resource planning and project management. And luckily in Ganttic, we've made the entire reporting process simple and flexible to use. See how to create a new Report that will help synthesize data, run analyses, and put a cap on those projects.
- Owners and Administrators have the ability to create new Public, Shared and Private Reports. They can access all Public and Shared Reports of the account, as well as any Private Reports they previously created.
- Users can only add Private Reports for personal use, if they have Create and edit private reports permissions. They can access either Public or Shared Reports or Shared ones only, depending on the User's Report access permissions.
- All Reports created are private by default. To make them accessible to other Users, use the Report sharing options.
- Reports can be Task, Project, or Resource-oriented. It’s possible to add Custom Data Field information. Or have the Report run advanced calculations for you.
- Export Reports to CSV or PDF or print it out directly from the planner.
- It is possible to set up Report automation and have the Report updated and sent to specified recipient email addresses.
- Manage, open and add new Reports from the Report and Charts List that can be accessed via the Reports icon on the left Sidebar.
Creating a New Report
- There’s 2 ways to add a new Report.
Click the + Add New icon at the top of the left Sidebar From the menu that opens, click the Report icon. This will open the Report Settings.
Click the Report icon from the left Sidebar. This will open the Reports and Charts List. At the top, click Add new, and select Report. TheReport Settings will then open.
- Select a Report type. Choose from the following options:
- A Task Report will build selected Data Labels/information around Tasks. Only data from scheduled Projects and Resources will be displayed. This option gives the most information and is applied by default.
- A Resource Report will build everything around Resources. That means you will see all Resources, even when there's nothing scheduled for them. This option is good to use if you need to have a quick look at who is scheduled and who is not in a specific time frame.
- A Project Report will build everything around Projects. All Project-related information, whether scheduled or not, will be displayed. This option is good to use if you need to have a quick look at all Projects to determine which ones are running/active and which ones are not used/inactive.
- Select if you want to include or exclude Holidays from the Report. This goes for all Resources’ Time off and imported country-specific Bank Holidays. These are excluded by default. It’s possible to also build a Report that shows only Holidays.
- Select if Archived Projects are included or excluded from the Report. This data is excluded by default. It’s possible to create a Report which only shows Archived Projects as well.
- In the Report Template section on the right, give the Report a Name.
- Decide which data to include in the Report by selecting Data Labels. Find all the Data Labels on the left. These are categorized into Task Data, Project Data, Resource Data, and Calculations. Drag and drop as many Data Labels as needed into Grouping/Totals and/or Details/Data Table level on the right. Depending on what kind of layout and sorting you need for the Report, you can use both or only one of them. Data in Grouping/Totals level will be displayed in separate lines and data in Details/Data Table will be displayed in a table.
NB! Custom information from Data Fields are available and can be included. All time related information is displayed in HH:MM.
- Click Save. The Report Settings will close and the new Report will load.
NB! Return to the Report Settings by clicking the Hamburger menu at the top of the Report.
- Select a time period.
Your Report will only display data from the selected time period. But this can be updated and refreshed as needed for daily, weekly, monthly, quarterly, or yearly Reports. There’s 2 ways to do this.
- Select dates from the Calendar at top of the Report. This option is better if you’re interested in a one-off Report that won’t be constantly updated.
- Select the Time period icon from the Toolbar. To have a fixed default Report time period, open the Time Period section and apply suitable default time period intervals. After making your From and To selections, click on Save. This option is better if your Chart will be updated and viewed often.
- Click Refresh report. The Report is now generated based on the selected Time period, Data Labels and grouping levels.
- See your Report. It can be saved as a CSV or PDF. Or print it directly via the printer icon.
Tips for Better Reports
Keep these things in mind when you're making your Report.
- Notes cannot be included in the Reports. Use Text type Data Fields instead.
- Since some Resources may have different work-time settings, the length of an actual working day varies. Therefore, all time related information is displayed in HH:MM only.
- Or, see how to create cost vs budget, required vs actual hours, planned vs actual hours, Holiday only or Project status Reports.