Reports (menu)

EP Help General > Menus & Controls

 The Reports menu consists of 10 items, as follows:

  

Item

Action

Comments

Time Logs Summary

Opens the Time Logs Summary report screen

Use this to pull a report on time spent on various activities, based on time log entries and covering a selected date range.

Resources

Opens the Resource report screen

Use this to generate a resource utilization report based on time log entries that provides details of how much time an individual user or all users have utilized within a selected date range.

Payroll

Opens the Payroll report screen

Use this to generate a report covering employee hours, including absence and holiday hours.

Vacations

Opens the Vacations report screen

Use this for producing a report on vacation days of a selected project member or the whole project team

Billing

Opens the Billing report screen

Use this to create invoices to bill your customers with, or review internal costs of a project.

Portfolios

Opens the Portfolio report screen

Use this to display the list of projects belonging to one or more portfolios.

Projects

Opens the Projects report screen

This option allows producing just under a dozen different reports for various purposes

Milestones

Opens the Milestones report screen

Use this to view you activities grouped by milestones.

Gantt charts

Opens the Gantt chart screen

Use this to produce informative Gantt charts for all kinds of purposes.

Report generator

Opens the Report Generator screen

Use this to generate customized and versatile reports.

 

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Portfolio Report is only available if ‘Show portfolios’ is turned on in Settings | General |  Advanced settings.