Table of contents
Run Atollon Reports
Design Atollon Reports
Basic Reporting
Atollon provides you with tool for your basic reporting needs. Using Atollon Reports tool, you may get overview about current status of your tasks, projects, activities, you may generate reports from Custom Forms, your communication activity as well as events. Time spent on projects is tracked using advanced Time Sheet reporting. Your project financial performance may be tracked using Financial Reporting tool.
Advanced Custom Reporting
Atollon may be extended with external Business Intelligence tool that may help you automate routine reporting tasks. Business Intelligence tool may provide you with KPIs directly without the need to manually run any reports. Implementation of Business Intelligence is outside of this lesson's reach, please consult with Atollon Consultants your reporting automation needs.
Projects Reporting
We discussed basic project reporting in one of the last chapters of Core Set-up. One of the core reports is Project Status Overview report, which will indicate number of projects in particular Custom Status as well as primary responsible person for the project.
Tasks Status Reporting
You can create reports that will indicate number of pending tasks or tasks waiting for your client's input easily. Please configure the following report, if it's not yet available in your Atollon:
| Field Name | Filtering | Grouping Criteria | Description |
|---|---|---|---|
| Task/Event.Custom Status | Group by | Group By criteria | |
| Task/Event.User | Group by | Task Solver | |
| Task/Event.Name | Count | Task Title (add Count criteria) | |
| Folder.Name | Indicates a Folder Name (for example Client Name). | ||
| Project.Name | Indicates the Project Name, on which the Task is assigned. | ||
| Project.Type | Select types of projects that you want to watch. These should preferable include your Job, Case or Project and not your Sales Opportunity, which belongs to sales performance overview. | Your Project Type, belonging to production process. | |
| Task/Event.Type | You can switch whether you want to report from Events or Tasks (in this case we need Tasks). | ||
| Task/Event.Date from | Date Task starts | ||
| Task/Event.Date to | Task Deadline | ||
| Task/Event.Type of work | (optionally Group by) | Type of work | |
| Task/Event.Completed | Date Task was completed | ||
| Task/Event.Description | Task Description | ||
| Task/Event.Created by | Task Created Date | ||
| Task/Event.Status | Pending, Missed Deadline |
The resulting report set-up should look like:
Activity Reporting using Messages
You can set-up report, which will show you communication frequency of your team workers. Again, you can focus only on communication connected with execution projects. Always when interpreting your report results, you should consider factors that influence the results. Of course, it would be strange if your main executive force is the most communicating and on the other side your projects coordinator has only few notes.
| Field Name | Filtering | Grouping | Description |
|---|---|---|---|
| Project Messaging.Created by | Group by | Who created the message | |
| Project Messaging.Message Type | Group by | What type of message was created | |
| Project Messaging.Subject | Count | What was written | |
| Folder.Name | Name of the Client / Folder | ||
| Project.Name | Name of the Project | ||
| Project Messaging.Created from/to | Last 30 days | ||
| Project Messaging.To | Whom the message was sent (in XML format) | ||
| Project.Type | Any execution type projects | You want to get only your production type of communication. |
This project will give you nice overview of how you care about your existing projects / clients. Once you communicate frequently, it may increase the security of your client and improve your relations with them.
The resulting report set-up will look like:
Please feel free to design your own reports that will help you measure your production effectiveness. Using strong base that you get in Atollon, when properly used, you can manage your company based on numbers, as an supportive tool for your management decisions.
Export / Print Functions
Enable / disable export / print function
It is possible to disable export / print functions from Reporting. You can change these options in User Settings (Options & Tools > Users). In advanced options, check / uncheck the option to Export / print.
Export / Mass changes on Clients
Mass folder responsible user change / Mass function
The mas changes are being done in section Report, where you will choose in tree structure Leads Management / Leads by Source. By double click, you will open the window, with your all clients.
*) if you have only one-row use function Expand
Then choose by highlight two or more clients, where you need to make a change. For change use function Mass folder responsible user change.
In a new open window, you can choose User ( user to replace ) and Replace with ( new responsible user).
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