Lesson 20 - Custom Report creation and configuration

Nate H

November 18, 2024 05:32

Overview

Creating personalized reports tailored to a given organization's unique requirements is an expression of advanced analytics and an essential step toward achieving strategic goals.

The main advantages of Custom Report:

you can save a report,
you can share a report with your teammates inside Primetric,
you can choose whether the report should be automatically updated or you would like to have a data snapshot,
report date ranges can be set:
- as a fixed,
- with automatic update (last month, this month, last year, etc.)

Entering Custom Reports

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Learn more about different permissions and accesses: Lesson 3 - Roles and accesses in Primetric

Generating Custom Reports

generowanie custom report.gif

Editing, Duplicating, and Sharing Custom Reports

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To edit, duplicate, or share the report, use one of the options below.

If you have successfully shared the report, you will see a checkmark in the appropriate column. The report will be visible in the Custom Report section of the account of every manager who has permission to this report.

Downloading Custom Reports

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You don't have to create a chart to download your report. If you use the auto-update option, the data will be updated automatically. Therefore, remember to download the report if you also care about data from a specific moment.

Generating Charts

Below, I've included short gifs showing the generation of individual types of charts.

Bar Chart

Line Chart

Pie Chart

Adding Charts to the Dashboard

One of the most significant advantages of generating custom reports is the ability to add them to the dashboard. If you need to monitor data every day and log into Primetric daily to check it, you don't have to re-generate it every time. Just connect them as a widget in the Dashboard Tab. Check the instructions below:

Custom Report values explained

The table below explains values in Custom reports.

Value	Description
Scheduled Active Minutes	Scheduled time expressed in minutes in the Active status
Scheduled Active as FTE (Full Time Equivalent)	Scheduled time expressed in FTE in the Active status
Scheduled Active Hours	Scheduled time in hours in Active status
Scheduled reserved Minutes	Scheduled time expressed in minutes in the Reserved status
Scheduled reserved (FTE)	Scheduled time expressed in FTE in the Reserved status
Scheduled reserved Hours	Scheduled time expressed in hours in the Reserved status
Scheduled draft Minutes	Scheduled time expressed in minutes in the Draft status
Scheduled draft (FTE)	Scheduled time expressed in FTE in the Draft status
Scheduled draft Hours	Scheduled time expressed in hours in the Draft status
Scheduled Minutes	Scheduled time expressed in minutes in Active, Reserved, and Draft statuses
Scheduled as FTE	Scheduled time expressed in FTE in Active, Reserved, and Draft statuses
Scheduled Hours	Scheduled time expressed in hours in Active, Reserved, and Draft statuses
Scheduled Billable Hours	Time scheduled in billable assignments expressed in hours.
Scheduled Non-Billable Hours	Time schedueld in non-billable assignments expressed in hours.
Contract Capacity (Minutes)	Amount of work time defined by a person's contract reduced by public holidays expressed in minutes.
Contract Capacity (FTE)	The amount of work time defined by a person's contract reduced by public holidays is expressed in FTE.
Contract Capacity (Hours)	Amount of work time defined by a person's contract reduced by public holidays expressed in hours.
Capacity (Minutes)	Contract capacity reduced by approved time offs, expressed in minutes.
Capacity (FTE)	Contract capacity reduced by approved time offs, expressed in FTE.
Capacity (Hours)	Contract capacity reduced by approved time offs, expressed in hours.
Billable Capacity (Minutes)	Availability of a person expressed in minutes (including national holidays, approved time-offs, and assignments with the "utilization affects billable capacity" checkbox checked)
Billable Capacity (FTE)	Availability of a person expressed in FTE (including national holidays, approved time-offs, and assignments with the "utilization affects billable capacity" checkbox checked)
Billable Capacity (Hours)	Availability of a person expressed in hours (including national holidays, approved time-offs, and assignments with the "utilization affects billable capacity" checkbox checked)
Availability (Hours)	Availability of a person expressed in hours (including national holidays, approved time-offs, assignments with the checkbox "utilization affects billable capacity" checked, and assignments in the Active status)
Availability (FTE)	Availability of a person expressed in FTEs (including national holidays, approved time-offs, assignments with the checkbox "utilization affects billable capacity" checked, and assignments in the Active status)
Timeoff (Minutes)	Approved time-off expressed in minutes
Timeoff (Hours)	Approved time-off expressed in hours
Timeoff Days count	Approved time-off expressed in days
Time off (FTE)	Approved time-off expressed in FTE
Tracked Minutes	Time logged in billable and non-billable projects expressed in minutes
Tracked as FTE	Logged time in billable and non-billable projects expressed in FTE
Tracked Hours	Time logged in billable and non-billable projects expressed in hours
Tracked Billable Hours	Billable time logged expressed in hours
Tracked Non-billable Hours	Non-billable time logged expressed in hours
Tracked Cost	the sum that people will get paid for the work
Tracked Income	the sum people generate in Time & Materials Projects