Reports >

Add A New Report


Introduction 

Reports are an essential part of resource planning. In Ganttic, we've made it easy and flexible for you to use. Simply select your desired data labels to the grouping and detail levels for a custom-made report. You can send out the reports that you save automatically.

Must-know about this feature

In addition to fixed data (task title etc), you can also report any of the data fields that you have. You can use data fields for calculating hourly rates in the report. You can save reports, export it to CSV or PDF or print it out directly from the planner. Task, resource and project notes are disabled for reports. All reports created are private by default. To make them accessible to other users use the 'Report permissions' section. You can manage all reports in a list that can be accessed via REPORTS icon on the left sidebar. 

Create a report

  1. Click on the "+" icon on top left
  2. This will activate the dropdown menu.
     

  3. Select "Report" from the list 
  4. A new tab will pop-up with the Report Settings section already opened.


  5. Give the new report a name
  6. Click on 'Save' if done.

     You are now back in the main report interface and ready to select the desired data.

    Select a fieldset for the report
  1. Click on "Data and values" icon
  2. You can find it on the report panel

  3. Choose if it's going to be task-, resource,- or project-driven report

  4. Task-driven reports will build selected data labels/information around tasks. This option gives the most information and is applied by default. A task-driven report can look like this:

    task-driven report

    Resource-driven reports will build everything around resources. That means you'll see all resources, even when there's no data associated with them. This option is good to use if you need to have a quick look at who is scheduled and who is not in a specific time frame.

    Project-driven reports will build everything around projects. All project-related information, whether scheduled or not, will be displayed. This option is good to use if you need to have a quick look at all projects to determine which ones are running/active and which ones are not used/inactive.

    Select data labels for the report

    "Data Labels" section is where you'll find the data you can add to your reports. Data fields are categorized into Task Data, Project Data, Resource Data, and Calculations (explained below).

    Drag and drop the data labels to the Grouping level you want data to be grouped by in the report. Details level is where you will drag and drop data you want to be displayed in a form of a table in addition to grouping labels.

  5. Drag and drop data labels into grouping and/or details level
  6. Depending on what kind of layout and sorting you need for the report, you can use both or only one of them.


  7. Once you are done, click on 'Apply'
  8. This will confirm the data fields that the data will be grouped by and the data that will be in the level of the details.


  9. Next, select a time period for the report
  10. The left calendar is for the period start, the right calendar is for report period end date.


  11. Click on 'Show report' 
  12. The report is now generated based on the selected period, data labels and levels

    Calculate the cost of a project or a task

One of the data field types is "Number". Using this field with a number value gives you options to calculate numerical values in association with your tasks' Busy Time in reports. Only limited to resources and projects, this feature is perfect for a number of uses. For example, if you set Roger's hourly rate as €50 (using the 'Number' type task data field), the report will calculate how many hours he has worked (Busy Time) and provide you with a number of how much to pay him for the duration of the task or the entire project within the selected report period. You can see "Hourly rate, € * Task busy time(h)" field among others. Please note 'Hourly rate, €' is a 'Number' type resource data field. This new feature is not an extension but developed as a default feature in Ganttic's planner.

  • Add a "Number" type task data field (titled f.e. "Hourly rate") and enter the field value in numbers (hourly rate)
  • In the reporting interface, drag the data label (among others) into either grouping or details level

  • Click 'Apply' to generate the report
To get total cost per projects (within selected report period) simply remove 'Resource Name' and 'Task Title' labels. To limit the report to a single project, apply a project-based filter. 

Reports >

Add A New Report