Top Tips For Real Time Management Reporting

An essential part of any time & expense management solution is that it provides a comprehensive set of standard management reports based on real time data. These reports should be focused on the key metrics you use to manage your business, such as:

* Billable Time reports which compare chargeable vs. non chargeable effort by resource and project

* Detailed, Summary, Cross Tab & Graphical Reports

* Project Cost Reports broken down by resource, activity, cost rate, role, department, task or any user defined variable

* Time Off reports detailing sickness days & holidays.

* Billable Time reports comparing chargeable vs. non chargeable effort by project and resource

* Time Off reports detailing holiday and sickness

* Billable Time reports comparing chargeable vs. non chargeable effort by project and resource

* Timesheet Exception Reports detailing incomplete or missing timesheets.

As well as offering access to reports via a menu system, more advanced time and expense management solutions like Atlantic Global OnDemand allow you to gain access to reports from specific screens and dashboards.

Context Sensitive Reports

Making any system as easy to use and as relevant to the end user as possible is crucial to the performance of a solution. By offering context sensitive reports tools like Atlantic Global OnDemand are able to achieve this. Context sensitive reports allow users to run a report with a single click from any screen in the application without the need for specific criteria. For instance, a user could easily run a utilisation or timesheet detail report straight from their timesheet entry screen. This functionality allows us to provide every user with access to their most used reports straight from the views they use the most.

Dashboard Reporting

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 Report 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

The ability to export data so that you can use and manipulate it in other systems is the final aspect of reporting that your solution should offer. In order to make this possible, you should be able to export data directly from reports in common data formats such as MS Excel, XML, PDF and HTML.

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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