Management Reports Overview

Who Can Use It?	Where Is It?
Director Administrator System Administrator	Reports > Management Reports

Click the image above to see where the settings panel is located.

Use the buttons to toggle between viewing a 'Line' chart or a 'Bar' chart.

Click the images above to view samples of the line and bar chart views taken using the Utilised Hours report.

Use the radio buttons to toggle between viewing 'Actual Costs' or 'Standard Costs' in the Chart view and the Data tab. Locate Standard vs Actual Costs for to learn more.

• Include or Exclude filters by checking the boxes, then the graph will be automatically updated.
• Select all filters in a filter group by checking the box to the left of the Filter heading.
• Filters available in the Management Reports are: Offices, Project Managers, Sub Project Managers, Disciplines, Cost Centres, and Staff. The filters available will be different for each report.
• Filter groups are shown on the heading bar. Click on the heading bar to expand or collapse the filter group.
• Select All Filters button is found next to the 'Filters' heading. This will mark all the filter check boxes as selected, in all the filter groups.

Click on the image above to view the filters panel.

• Click on the column heading to apply the sort in ascending order.
• Click the column again to switch the sort to descending order.
• An Up arrow is displayed on the column when ascending sort is applied, and a Down arrow for descending sort.

Apply sorting to multiple columns in the list by holding the SHIFT key and click more than one column header. This will then sort the data, in the order that you selected each of the columns.

Click on the image above to view a sample of multiple sorting. Sorted first on staff member, secondly on office.

1. Group the data together by clicking the mouse on a column header.
2. Drag and drop it into the grouping panel.
3. Drag multiple columns into the grouping panel if required.
4. Each grouping will allow you to see an extra level of totals in the data tab.

Click the image above to view the grouping panel.

There are two methods to remove columns from the grouping panel:

1. Click the mouse on the column and drag it out of the grouping panel.
2. Or hover the mouse over the column header, and click the 'X' that appears to remove the column.

Click the image above to view how to remove a column from the grouping panel.

When the data is grouped by several columns, the grouping totals are shown for the first column added. Expand or collapse each grouping to view totals for the next column in the grouping panel, or to see what data rows are contained in the group. Click the down arrow to expand the group, or the up arrow to collapse the group.

Click the image above to view how to expand the grouped column data.

1. Click on the column header you want to move.
2. Drag the column to the location you want it to have in the header row.
3. Repeat this step for any other columns you want to move.

Click the image above to view how to reorder the columns.

Use this option to create an image file (.PNG) of the graph shown in the top section of the screen.

1. Click the Print icon in the top right corner of the report.

2. Choose a location on your computer or the network to save the file.

3. The image saved will be an exact match for the graph shown on screen.

Use this option to export the information shown in the data list to MS Excel®.

1. Click the MS Excel® icon in the top right corner of the report.

2. MS Excel® opens displaying all the information from the data tab.

3. Edit the information, and save the MS Excel® file as required.