Providing a comprehensive set of standard management reports based on real time data is an indispensable part of any time & expense management solution. These reports should concentrate on certain key metrics to manage your business, including:
* Time Off reports detailing holiday and sickness
* Detailed, Summary, Cross Tab & Graphical Reports
* Revenue Reports broken down by activity, client, resource, role, project, charge, department, rate, or any user defined variables.
* Time Off reports detailing sickness days & holidays.
* Detailed, Cross Tab, Summary & Graphical Reports
* Time Off reports detailing holiday and sickness
* Billable Time reports comparing chargeable vs. non chargeable effort by project and resource
* Invoice Reports detailing invoiced vs. chargeable vs. non chargeable work
As well as providing reports access via the menu system, the more superior time and expense management solutions such as Atlantic Global OnDemand give you access to reports from specific dashboards and screens.
Context Sensitive Reports
Making the system as easy to use and as relevant to the end user as possible is vital to the implementation of any system. Tools like Atlantic Global OnDemand attain this by providing context sensitive reports. Context sensitive reports lets can be run by users with a single click from any application screen without specifying any criteria to filter by. For example, a user can easily run a report directly from the timesheet entry screen specifying timesheet detail or utilisation. This enables us to provide user access to most commonly used reports directly from the most used views.
Dashboard Reports
Atlantic Global OnDemand’s ability to provide access to reports directly from dashboards is another example of improving the ease of use and access to data. For example, a project manager has quick access, directly from their project status dashboard, to all project management based reports. This means you are able to provide a user with access to all of the status information from one single entry point to the system via the dashboard. The user can then access all views and reports they required for their role in the organisation. By keeping them hidden from any irrelevant functionality it makes it far easier to train people to use the system and to provide them with focus on the information they should be maintaining & updating.
Another key aspect of Atlantic Global OnDemand is that it allows each user to print selected dashboard elements, meaning status reports can easily be produced with a single click.
Custom Reports Writer
To aid your reporting needs it is crucial that your time and expense management solution gives you the ability to produce your own improvised reports to cover any extra reporting required which are not covered by the standard reports the application provides. To make things easier, the report writer should provide the user with a graphical user interface that requires no prior knowledge of coding languages. The report writer should also offer the options to generate text, column, cross-tab and graphical reports. Solutions like Atlantic Global OnDemand also give the ability to manipulate and clone the standard reports so that you can add additional fields or filtering options to meet your individual reporting needs. With SaaS solutions enable you to constantly extend your system reporting capabilities with a strong user community and product road map. This also means that these type of systems offer the ability to load or import additional report definitions.
Export Reports
Another aspect of reporting that a solution should offer, is the ability to export data into other systems where it can be manipulated and used. To do this a solution should be able to export data in common data formats (MS Excel, XML, PDF and HTML) directly from reports.
If you have any opinions on the importance of Real Time Management Reporting then let us know by leaving a comment.
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