]project-open[ Reporting

The ]project-open[ reporting module allows you to extract information from the ]po[ database in a similar way to other mainstream reporting packages. ]po[ reporting provides several advantages:

• Seamless integration with the rest of the ]po[ system
• No need to integrate a 3rd party report generator
• ]po[ Reporting comes with a number of predefined reports
• The number of available reports will increase with time

Sample Report

The figures below show simple (anonymized) report created by the Reporting Module. The results of such reports can be exported as a ".CSV" file for further processing by MS-Excel or other spreadsheet tools.

Licensing & Price

The ]project-open[ reporting module is a closed-source extension module to the ]po[ base system. Please see the Licensing page about our "Mixed Source" model and a detailed reasoning about it. Please contact us for detailed information and pricing.

Timesheet reports:

• Standard Timesheet
• Timesheet Productivity

Finance reports:

• Monthly Summary
• Quotes & PO's
• Income Statement
• Invoices Report
• Projects and their financial documents
• Payments
• Expenses

Other reports:

• Users and Contacts

Related Links: Financial Reporting, Data Warehousing & Business Intelligence

Timesheet

T1: Standard Timesheet Report

This report lists hours tracked from project memebers, ordered by companies (clients) and projects.

T2: Timesheet Productivity Report

The report lists for each project all hours tracked by a ]po[ user. In addition details about the users compensation are shown.

Finance

F1: Finance Monthly Summary

The report lists all clients financial documents created in a given period.

F2: Finance Quotes & PO's

The purpose of this report is to show how much money has been earned / spend by listing all financial documents with the effective date between Start Date and End Date.

The report lists all financial documents with an effective date in the period, grouped by their projects.

F3: Finance Income Statement

This report provides a basic income statement to be used for quarterly financial reporting. All financial items are considerd.

F4: Invoices Report

The report lists all invoices generated by the system for a given time frame.

F5: Projects and their financial documents

The purpose of this report is to determine the profitability of the projects ending in a given time frame by showing the relationship between quotes and purchase orders (an approximation of the gross margin).
The report lists all projects that have started in the period between Start Date and End Date and lists their financial documents. This selection is meant to provide a reasonable approximation for 'revenues in this period' if there are many small projects, as it is the case in many agencies.
The report shows all financial documents for the selected projects, even if their creation and due dates are outside of the period between Start Date and End Date.

F6: Payment Balance

The purpose of this report is to show the actual payments that have entered and left the company in the give time period. The report list all payments in the given period and identifies the related financial documents and projects.

F7: Expenses

This report shows all expenses in the system in a given period, grouped by project.

Other

O1: Users and Contacts:

This report shows all users in the system, together with their state and their contact details.