]po[ Reporting Core

(Please click on the hexagons for more information)


Inquires into the ]project-open[ database about the status of projects, users, finances, timesheets, etc. provide the raw base material for reporting functions related to the assessment of project progression,efficiency,budget, etc.  The Reporting Core is the base package for reporting functions in ]project-open[ and all other reporting related packages are add-on extensions which supplement the Reporting Core.  The Reporting Base includes several generic pre-defined reports which have configurable search options. 

Standard Reports 

Standard report are available from the REPORTING tab. Not all reports are accessible based on the permissions set by your System Administrator. 

Project Reporting 

  • Project List - Shows all main projects in repository. Allows filtering by start/end date, customer, project member and project. Project data can exported (CSV).  

Timesheet Management

  • Timesheet Customer/Project - Main Timesheet report. Shows hours logged by customer/project
  • Timesheet - Monthly View including Absences
  • [Timesheet Productivity (Calendar View)] - same as above, except presented in a day by day calendar breakdown
  • Timesheet Productivity - summarizes individual or group participation using the system hours logged for projects and customers per month.
  • Timesheet Productivity Report - Monthly View - Simple
  • Timesheet Project Hierarchy & Finance
  • Timesheet Weekly Report - Show status of TS Confirmation Workflow and absences
  • Timesheet Finance - report that assembles all the basic financial data for projects

Project Controlling

Surveys 

Users

  • User Contact Information - search the database for user contact info or find out which users are the associated contacts with a given project/customer or industry.

Standard Reports located in other packages

Some of the reports listed on the Reporting page are located in other packages.

Finance Reporting 

Resource Management

  • Resource Planning - Resource Planning based on % assignments
  • [Named Resource Planning] - Named Resource Planning based on planned hours

Ad-Hoc and Dynamic Reports

This package allows users to create a certain type of ad-hoc, that is on-line using the Web interface.

To create a new ad-hoc report please to to /intranet-reporting/ and click on "New Report" in the Admin section at the left. You will see a form similar to the one below.

Ad Hoc Report 

Placeholder in Ad-Hoc Reports

Ad-hoc reports allow the use of placeholders in "%varname%" format. These placeholders are replaced by the corresponding values, if you specify &varname=value pairs in the URL of the reports.

For example, you can specify the following SQL:

select	*
from	groups
where	group_name like '%group_name%'

and execute this ad-hoc report using a URL like this one:

http://<your_server>/intranet-reporting/view?report_code=groups&group_name=Employees

Please note that the page will return an empty screen if there are no results.

Report Output Formatting

You can determine the output format of the ad-hoc reports by adding a URL parameter "format=<format>":

  • format=html
    This is the default setting.
  • format=csv
    Returns comma separated values and a MIME type that will cause most browser to open the file in MS-Excel.
  • format=json
    JSON is a format used and natively understood by JavaScript and used frequently for HTML5 AJAX applications.
  • format=xml
    Similar to JSON, but in XML format.

Here is a sample URL for the example above:

http://<your_server>/intranet-reporting/view?report_code=groups&format=json&group_name=Employees

References

Related Object Types

  • [Report]

Related Packages

Package Documentation

Procedure Files

lib/create-ts-chart.adp        
lib/create-ts-chart.tcl        
lib/project-deviation-time-budget.adp        
lib/project-deviation-time-budget.tcl        
tcl/intranet-reporting-procs.tcl       Reporting Component Library 

Procedures

im_package_reporting_id       Returns the package id of the intranet-reporting module 
im_package_reporting_id_helper        
im_report_accuracy_select       Returns a formatted select widget (radio buttons) to allow a user to select accuracy 
im_report_content_type       Returns the suitable MIME type for the given output_format 
im_report_display_footer       Display the footer stack of a single row in a project-open report. 
im_report_format_number       Write out the number in a suitably formatted way for the output medium. 
im_report_http_encoding       Returns a suitable HTTP "Content-Type" value. 
im_report_number_locale_select       Returns a formatted select widget (select) to allow a user to select the number locale of a report 
im_report_options       Returns a list of all Reports. 
im_report_output_format_select       Returns a formatted select widget (radio buttons) to allow a user to select the output format 
im_report_quote_cell       Take care of output specific characters: <li> Quote HTML characters for HTML <li> Quote double quotes for CSV 
im_report_render_cell       Renders one cell via ns_write directly into a report HTTP session 
im_report_render_footer       Renders the footer stack of a single row in a project-open report. 
im_report_render_header       Renders a single row in a project-open report. 
im_report_render_row       Renders one line of a report via ns_write directly into a report HTTP session 
im_report_select       Returns a select box with all Reports in the company. 
im_report_skip_if_zero       Returns an empty string if "amount" is zero. 
im_report_status_active        
im_report_status_deleted        
im_report_take_all_ordered_permutations       returns all permutations of a list 
im_report_take_n_from_list       returns n elements from list 
im_report_tcl_encoding       Returns a suitable conversion for the 'encoding convertto' command. 
im_report_type_indicator        
im_report_type_simple_sql        
im_report_update_counters       Takes a definition of the report counters and update the counter values according to the variables in the parent frame 
im_report_write_http_headers       Writes a suitable HTTP header to the connection. 
im_reporting_form_update_ajax       Includes JS code for asynchronous HTML requests to be triggered when source element is changed. 
im_reporting_rest_error       Writes out an error message for the specified format 
im_reporting_sub_project_name_path       Returns a subproject name composed by all superior project in the hierarchy 
im_reporting_sub_project_name_path_helper       Returns a subproject name composed by all superior project in the hierarchy 
im_reporting_tree_sortkey_pretty       Returns a shortened tree_sortkey 
im_reporting_tree_sortkey_spacers       Returns spacers for a tree_sortkey to indent a subproject or task 

SQL Files

sql/postgresql/intranet-reporting-create.sql        
sql/postgresql/intranet-reporting-drop.sql        

Content Pages

www/
      budget-main-projects.tcl Budget Check for Main Projects Report This reports lists all main projects with a budget overrun.
      capacity-planning.tcl Budget for Main Projects Report This reports lists all main projects with a budget overrun.
      check-project-finance-customer-fix.tcl Set a sub-project's customer field to the one of its parent
      check-project-finance-customer.tcl Check if Subprojects have the same company_id as the main project
      check-subprojects-customer-fix.tcl Set a sub-project's customer field to the one of its parent
      check-subprojects-customer.tcl Check if Subprojects have the same company_id as the main project
      check-ts-costs-cached.tcl
      community-stats.adp
      community-stats.tcl
      hr-vacation-balance.tcl Lists vacation balance per user
      index.adp
      index.tcl Show list of reports
     js/
           ajax_update_select_box.js.adp
           ajax_update_select_box.js.tcl Includes JS for updating a target form field (select) when a source form field is changed by the user.
      late-projects.adp
      late-projects.tcl
      logged-units-vs-planned-units.adp
      logged-units-vs-planned-units.tcl Report showing the project hierarchy, together with financial information and timesheet hours
      magazine_editors.separate.tcl testing reports
      magazine_editors.tcl testing reports
      new.adp
      new.tcl New page is basic...
      program-eva.tcl Show programs (groups of projects) and their budget
      project-deviation-time-budget.tcl
      project-tasks.adp
      project-tasks.tcl
      projects-main.tcl Report listing all main projects in the system with all available fields + DynFields from projects and customers
      skill-profile-unassigned-tasks.tcl Shows a list of all projects with unassigned skill profile assignments.
      survsimp-main.tcl Report listing all main projects in the system with all available fields + DynFields from projects and customers
      timesheet-customer-project-open.tcl testing reports
      timesheet-customer-project-xml-xslt.tcl
      timesheet-customer-project.tcl testing reports
      timesheet-days-per-project-and-month.tcl testing reports
      timesheet-finance.adp
      timesheet-finance.tcl Report showing the project hierarchy, together with financial information and timesheet hours
      timesheet-incomplete-days.tcl
      timesheet-invoice-hours.tcl testing reports
      timesheet-monthly-hours-absences.tcl
      timesheet-monthly-hours-absences2.tcl
      timesheet-productivity-calendar-view-workdays-simple.tcl testing reports
      timesheet-productivity-calendar-view.tcl testing reports
      timesheet-productivity-compensation.tcl Report for the componsation
      timesheet-productivity.tcl testing reports
      user-contacts.tcl Shows a list of all users in the system, together with their contact information,
      vaw-projects-documents.tcl testing reports
      view.adp
      view.tcl Show the results of a single "dynamic" report or indicator
      xmlhttp-object-options-custom.tcl Returns a key-value list of combo elements in either JSON or XML format to be used to update an arbitrary form combo boxes.
 
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