Before getting started
Timmi Projects' reporting features let you view the status of projects, accounting, or consultants and to extract data into an Excel file that can then be used for reprocessing or consolidation.
For example, you can extract the breakdown of turnover at the end of each month to send to your accounting team. Your project managers will then be able to quickly identify which consultants have worked on their projects over the previous week or during the current month.
Initially, the following information will be available:
- Consultants' performance indicators: load rate, average daily rate, turnover, etc. over a defined period.
- Accounting indicators for a dynamic analytical grouping (by client and/or project, and/or tasks, and/or consultant): turnover, costs, margin, liabilities, etc. over a defined period.
Moving forward, new datasets will be available:
- Overallprogress status of projects: all projects over a defined period, their total progress, total turnover recorded,etc.
- Overall progress status of tasks
- Invoices issued via Timmi Projects
The list of data available can be extended in line with your reporting needs, so please share any feedback or requests that you have with us.
In terms of access permissions, all users with access to Timmi Projects also have access to the reporting module. Of course, the data that can be accessed depends on the permissions that users have in the app: project managers who can only see their own projects in the interfaces will also be subject to the same restrictions in the reporting module.
Creating a new customized report template
To create a new report template, go to the Customized reports tab and click on the button at the top-right.
Select a report type.
1. Filters
There will be filters for your to choose from. For example, you can filter to see a certain department.
Click the Next step button at the bottom-right to move on to the next page.
2. Content
You can select the columns to be included in the report, as well as their layout.
Columns will be suggested to you by default. To add others, click on the "Add columns" button at the top-right.
Select the columns that you want in your report. They are listed by category for easier viewing. You can also use the search bar to find particular columns.
There are two types of columns in reports:
- dynamic columns: columns that will be repeated according to the periodicity selected. For example, if you select a monthly periodicity and generate a report for the last quarter, there will be one "Cost" column per month.
- static columns: columns that will be included once in the report and will be positioned to the left. For example, the name of the project.
Lastly, you have the option of adding subtotal lines. Here’s an explanation of the order of the lines in Timmi Projects reports:
- For subtotals, the groups are in alphabetical order according to the subtotal heading
- Within a subtotal group, or in the absence of a subtotal, rows are listed in alphabetical order, according to the report type:
- Accounting: client name, if the column exists, otherwise project name
- Resource performance: submitter name
- Projects: client name, if the column exists, otherwise project name
- Deadlines: deadline name
Click the Next step button at the bottom-right to move on to the next page. You can go back if needed.
3. Default period and reference date
Select the default period that will be used to generate the report to save you time. If your template includes a periodicity, the report dates will be adapted to contain whole periods.
The reference date lets you filter the items in the report.
For example: You make changes in February to January’s services and you want to create a report on January’s services. In order for these changes to be taken into account in the report, you need to add the service completion date as the reference date, as the accounting date is in February.
Give your report a name by clicking on the field in the top-left corner. We recommend that you to name your template clearly, so that you can easily find it later.
4. Sharing a report template
If your report template has your colleagues envious, you can share it with them. They can then use it to generate their own reports, limiting the data to only what they are permitted to access. This means there is no potential risk of data leaks to worry about.
You can select sharing options after having entered your default period and reference date. You can:
- Share the template with a list of users sorted in the tab. This is known as "private" sharing. The list of available users depends on your permissions.
- If you have the appropriate permissions (administrator), you can share the template with all users in an establishment. This is known as "public" sharing.
Finally, click the Save template and generate a report button at the bottom-right.
Generating a report from a template
If you have just created or edited a template, Timmi Projects generates a report directly from this template, for the default period.
Otherwise, click on a template from the list of templates available on the new module's home page.
You can view the template from Timmi Projects, and you can also download it in CSV or Excel format.
You can also edit the filters within a report, which will cause the report to refresh, or edit the template.
Sharing report data by email
The "Share" button next to "Download" lets you send the CSV or Excel file by email to another user or to a freely entered email address. If you share it with a user, the report content will be translated into their language. Otherwise, it will be in your own language.
The list of users you can share a report with depends on your role permissions.
Beware of sharing confidential data!