- Below are the reporting pages available in the application.
- & In any reporting page, you can retrieve desire data by using filters.
- And you can export data to Excel Sheet by click on the Excel button located at the upper right corner of a grid box.
- Dashboard -> Current Job
- User can search job list from current job using following options :
- Here you can see the all tasks (All Subtasks of all orders) which are given to particular User & Even Other users tasks, which rights particular users have.
- & Using Different filters you can narrow your search or you can find list that you want. Like if you want to get data of particular client then select that client from client filter. & Now from this result you want only data of particular task then again select particular task from task filter. So you will get result of particular client’s particular task related data.
- You can Export grid data to Excel by click on Excel Symbol at upper right side of grid box. (You will find this symbol in all reporting pages in application.)
- Employee -> Time sheet -> Entry Wise, Task Wise, Subtask Wise
Entry Wise time sheet
- Here you can get important information with many aspect,
- Difference between three sheets are as below
- i.e. If a user made three entries in particular task’s 1st subtask, & Two entries in 2nd subtask of same task.
- In Entry wise timesheet You will get 5 different rows for each entry.
- In Subtask wise time sheet you will get 2 different rows, each for both Subtask.
- In Task wise time sheet you will get 1 row for particular task.
- By using filters you can narrow your search.
- i.e. If you want to get data for an Employee that How much time He/She spent on Particular Client’s particular Task in Last week? Than you need to select Particular Employee from Employee filter & Select Particular Client from Client filter & Select Particular Task from Task filter. & Select from date: To Date in date filter. So by using filters on this way you can get your desire result.
- You can export data to Excel Sheet by click on Excel button located at Upper right corner of grid box.
Subtask wise time sheet
- Here you can get information Subtask wise.
- By Using Filters you can narrow your search
Task Wise time sheet
- Here you can get information Task wise.
- By Using Filters you can narrow your search
- Employee -> Free Employee List
- Here you can see which employee has not any work on his/her dashboard
- Employee -> Employee Login Detail
- Here you will get Employee login detail in this Application with Login Time & Login IP.
- Employee ->Employee Attendance ->Attendance list
- Attendance List :
- Select employee name for check his/her office in-out time
- Select Date From__To__Date., Default you can show only todays attendance.
- Intime Info & Out time Info field showing that from where (By IP Address) and when (Entry Time & Date) particular user made particular Entry.
- You can export data to Excel Sheet by click on Excel button located at Upper right corner of grid box.
- Client -> Client Contact detail
- Here you can view basic detail of client.
- & Click on “+” Sign, You will get the Information of Files and its location available in your office.
- Task ->Task Cycle detail
- Here you can view basic detail of client.
- & Click on “+” Sign, You will get the Information of Files and its location available in your office.
- Task -> Task Information
- In this page user can see all task and its subtask related detail.
- Important reporting page to know full detail related to any task.
- By Click on “+” Sign you will get the subtask wise detailed information.
- By Click on Last column green button you can get detailed log of particular task.
- Document -> All Documents
- Here you can get all documents available in application.
- You can get all soft documents by click on his File name. & for hard document you can find its physical location.
- You can narrow your search by using filters.
- Account -> Pending Bill List
- Here you will get the list services for which still you have not generated Invoice.
- By click on last column of particular row, you will redirect to “New Invoice” page with particular row data.
- Account -> Pending Receipt List
- Here you will get list of Invoices which payment has not made yet.
- By Click on “+” Sign you will get the detailed bill Information.
- Account -> Margin Information
- From This page you can get Information for actual costing vs Estimated costing vs Invoice amount.
- From This page you can calculate margin for particular client, Particular Task & Time period wise.
- User can also see bill amount from here.
- You can export data to Excel Sheet by click on Excel button located at Upper right corner of grid box.