OPPTIMO

Help Center

Managing Reports

Purpose

“Reports” function allows users to generate pre-defined useful report types such as, People Reports, Job Reports & Other Reports. This option is available only for “Admin” user(s).

Steps:

Step 1: Main view -> Click on alt text drop-down -> Click alt text option

alt text

People Reports

People Information Report

Purpose

Source of “People Reports” are users. Based on users, you can generate different reports with various fields according to your reporting requirements.

Steps:

Step 1: Main view -> Click on alt text drop down -> Click alt text button.

alt text

Filter People

Note: If you do not select this option, the report will be generated including the information of all users in the system.

Steps:

Step 1: Go to alt text section -> Click on “People Information” tab -> Click on alt text button.

Step 2: Click alt text button.

Step 3: In “Select Users” window, select users by “Name” or “Teams”

Step 4: Click alt text button to apply changes.

alt text

Show with Deleted People

Purpose

To find the data related to deleted or resigned employees in the Organization

Steps:

Step 1: Go to alt text section -> Click on “People Information” tab.

Step 2: Click on alt text option to activate this feature in reports.

People Information Fields

Purpose

To include user related information in the generated report.

Steps

Step 1: Go to alt text section -> Click on “People Information” tab.

Step 2: Click on the desired fields under alt text
Ex: alt text , alt text , alt text

Note: You should at least select one “People Information Field” item to generate the report.

Include Fields Template

Purpose

This option allows users to use “Field Template” information on the report and, to filter fields under each template.

Steps:

Step 1: Go to alt text section -> Click on “Job Information” tab under alt text section.

Step 2: Click on alt text button.

Step 3: Select the preferred “Template Fields”

Include Spent Time

Purpose

To calculate user spent time in terms of dates, months, and years.

Note: This will enable “Include Job Details” feature and “Include Task Details” feature.

Steps:

Step 1: Go to alt text section -> Click on “People Information” tab.

Step 2: Click on alt text button.

Step 3: Select alt text or alt text

Include Job Details

Purpose

To include job related details into to the report.

Steps:

Step 1: Go to alt text section -> Click on “People Information” tab.

Step 2: Click on alt text button to proceed.

Step 3: If you wish to select a specific job from the system, click on alt text button

Note: If you do not choose this option, the report will be generated from the details of all “Jobs” in the system.

Step 4: Select necessary information fields you wish to add in to the report. Ex: alt text , alt text , alt text

Note: You should at least select one “Job Information Field” item to generate the report.

Include Task Details

Steps:

Step 1: Go to alt text section -> Click on “People Information” tab.

Step 2: Click on alt text button to proceed.

Step 3: Click on alt text button, to select a specific Task from the system

Note: If you do not choose this option, report will be generated from the details of all “Tasks” in the system.

Step 4: Select necessary information fields you wish to add in to the report. Ex: alt text , alt text , alt text

Note: You should at least select one “Task Information Field” item to generate the report.

View Your Report

Purpose

To generate an instant preview of the report with the selected fields

Steps

Step 1: Go to alt text section -> Click on “People Information” tab.

Step 2: Select necessary fields and information you require.

Step 3: Click on alt text button, to view the preview of the report.

Export Report

Purpose

To save your generated report to a computer/ storage disk, for future purposes and to share with others

Steps

Step 1: Go to alt text section -> Click on “People Information” tab.

Step 2: Select necessary fields and information you require.

Step 3: Click on alt text button in the left bottom of the window.

Step 4: Click on alt text button in pop-up window to confirm the action.

Job Reports

Job Information Report

Purpose

Source of “Job Reports” are jobs. Based on jobs you can generate different reports with various fields.

Steps:

Step 1: Main view -> Click on alt text drop-down -> Click alt text option.

Step 2: Click on alt text tab under alt text section.

alt text

Filter By State

Note: If you do not choose this option, report will be generated from the information of all jobs in the system.

Steps:

Step 1: Go to alt text section -> Click on “Job Information” tab -> Click on “Filter by State” drop down button.

Step 2: Select a “Job State” from the “Filter by State” drop-down list.

alt text

Filter By Billing Type

Note: If you do not choose this option, report will be generated from the information of all jobs in the system.

Steps:

Step 1: Go to alt text section -> Click on “Job Information” tab -> Click on “Filter by Billing Type” drop down button.

Step 2: Select a “Billing Type” from the “Filter by Billing Type” drop-down list.

alt text

Show with Deleted Jobs

Purpose

Users can find the data related to deleted jobs of the Organization using this option.

Steps:

Step 1: Go to alt text section -> Click on “Job Information” tab under alt text section.

Step 2: Click on alt text to activate this feature in reports.

Job Information Fields

Purpose

To include user related information in the generated report

Steps:

Step 1: Go to alt text section -> Click on “Job Information” tab under alt text section.

Step 2: Click on desired fields under alt text .

Ex: alt text , alt text , alt text

Note: You should at least select one “Job Information Field” item to generate the report.

Include Fields Template

Purpose

This option allows users to use “Field Template” information on the report and, to filter fields under each template.

Steps:

Step 1: Go to alt text section -> Click on “Job Information” tab under alt text section.

Step 2: Click on alt text button.

Step 3: Select the preferred “Template Fields”

Include Spent Time

Purpose

To calculate user spent time, in terms of dates, months, and years.

Note: This will enable “Include Task Details” feature and “Include People Information” feature.

Steps:

Step 1: Go to alt text section -> Click on “Job Information” tab under alt text section.

Step 2: Click on alt text button.

Step 3: Select alt text , alt text or alt text options, based on your reporting requirement.

Include Task Details

Step 1: Go to alt text section -> Click on “Job Information” tab under alt text section.

Step 2: Click on alt text button to proceed.

Step 3: Click on alt text button to select a specific Task from the system.

Note: If you do not choose this option, report will be generated from the details of all “Tasks” in the system.

Step 4: Select necessary information fields you wish to add in to the report. Ex: alt text , alt text , alt text

Note: You should at least select one “Task Information Field” item to generate the report.

Include People Information

Note: If you do not choose this option, report will be generated from the information of all users in the system.

Steps:

Step 1: Go to alt text section -> Click on “Job Information” tab -> Click on alt text button.

Step 2: Click alt text button.

Step 3: In “Select Users” window, select users by “Name” or by “Teams”.

Step 4: Click alt text button to apply changes.

alt text

View Your Report

Purpose

To view an instant preview of the report with respect to the selected fields

Steps:

Step 1: Go to alt text section -> Click on “Job Information” tab under alt text section.

Step 2: Select necessary fields and information you require.

Step 3: Click on alt text button.

Export Report

Purpose

To save your generated report to a computer/ storage disk or to share with others

Steps:

Step 1: Go to alt text section -> Click on “Job Information” tab under alt text section.

Step 2: Select necessary fields and information you require.

Step 3: Click on alt text button in the left bottom of the window.

Step 4: Click on alt text button in pop-up window to confirm the action.

Job Billing Information Report

Purpose

Job Billing Information reports are unique reports to provide with the Billing Information of jobs.

Job Billing Information reports are generated through job details. Source of “Job Billing Information Reports” are jobs. Based on jobs you can generate different reports with various fields.

Steps:

Step 1: Main view -> Click on alt text drop-down -> Click alt text option.

Step 2: Click on alt text tab under alt text section.

alt text

Filter By State

Note: If you do not choose this option, report will be generated from the information of all jobs in the system.

Steps:

Step 1: Go to alt text section -> Click on “Job Billing Information” tab -> Click on “Filter by State” drop down button.

Step 2: Select a “Job State” from the “Filter by State” drop-down list.

alt text

Filter By Billing Type

Note: If you do not choose this option, report will be generated from the information of all jobs in the system.

Steps:

Step 1: Go to alt text section -> Click on “Job Billing Information” tab -> Click on “Filter by Billing Type” drop down button.

Step 2: Select a “Billing Type” from the “Filter by Billing Type” drop-down list.

alt text

Show with Deleted Jobs

Purpose

Users can find the data related to deleted jobs of the Organization using this option.

Steps:

Step 1: Go to alt text section -> Click on “Job Billing Information” tab under alt text section.

Step 2: Click on alt text to activate this feature in reports.

Job Information Fields

Purpose

To include user related information in the generated report

Steps:

Step 1: Go to alt text section -> Click on “Job Billing Information” tab under alt text section.

Step 2: Click on desired fields under alt text .

Ex: alt text , alt text , alt text

Note: You should at least select one “Job Information Field” item to generate the report.

Include Fields Template

Purpose

This option allows users to use “Field Template” information on the report and, to filter fields under each template.

Steps:

Step 1: Go to alt text section -> Click on “Job Billing Information” tab under alt text section.

Step 2: Click on alt text button.

Step 3: Select the preferred “Template Fields”

Billing Information

Purpose

This option allows users to generate “Job Billing Information” reports according to different requirements.

Steps:

Step 1: Go to alt text section -> Click on “Job Billing Information” tab under alt text section.

Step 2: Click on preferred fields related to “Invoice Details” & “Non Billable Details”.

Step 3: Select the preferred “Template Fields”

alt text

Include Only Latest Billing Details

Purpose

This feature allows users to filter the latest invoice details for each job.

Steps:

Step 1: Go to alt text section -> Click on “Job Billing Information” tab under alt text section.

Step 2: Click on alt text button.

View Your Report

Purpose

To view an instant preview of the report with respect to the selected fields

Steps:

Step 1: Go to alt text section -> Click on “Job Billing Information” tab under alt text section.

Step 2: Select necessary fields and information you require.

Step 3: Click on alt text button.

Export Report

Purpose

To save your generated report to a computer/ storage disk or to share with others

Steps:

Step 1: Go to alt text section -> Click on “Job Billing Information” tab under alt text section.

Step 2: Select necessary fields and information you require.

Step 3: Click on alt text button in the left bottom of the window.

Step 4: Click on alt text button in pop-up window to confirm the action.

Other Reports

Purpose

“Other Reports” section consists of pre-defined and easy to use reports for generic purposes.

Ex: Working Details Report and Users Task Details Summary Report

alt text

Working Details Report

Purpose

To generate a detail report of work Date, Job Name, User Name, Job Task, and Working Time of users in the system on a specific date range.

alt text

Steps:

Step 1: Go to alt text section -> Click on “Working Details” tab under alt text section.

Step 2: Select a <Date Range> for the desired Report.

Step 3: Select a specific “Job” or keep the drop-down with the default option, to continue with “All Jobs”.

Step 4: Select a specific “User” or keep the drop-down with the default option, to continue with “All Users”.

Step 5: Select a specific “Task” or keep the drop-down with the default option, to continue with “All Tasks”.

Step 6: Click on alt text to preview your report.

Step 7: Click on alt text button and to save the report on your computer/ storage disk.

Users Task Details Summary Report

Purpose

To generate a summary report of User Name, Task, and Total Work Time spent for a Task on a specific date range.

Steps:

Step 1: Go to alt text section -> Click on “Users Task Details Summary” tab under section.

Step 2: Select a |<Date Range> for the desired Report.

Step 3: Select a specific “Job” or keep the drop-down with the default option, to continue with “All Jobs”.

Step 4: Select a specific “User” or keep the drop-down with the default option, to continue with “All Users”.

Step 5: Select a specific “Task” or keep the drop-down with the default option, to continue with “All Tasks”.

Step 6: Click on alt text to preview your report.

Step 7:Click on alt text button and confirm to save the report on your computer/ storage disk.