You have a lot of freedom in tailoring different reports, and when you save the reports you frequently need on your dashboard, you quickly get an idea what you need to react on or do - whether it’s sales cases, tasks or project progress.
Reports are grouped by your permissions, similarly to the main navigation:
- Financials
- Sales
- Time & Expenses
- Advanced resourcing (add-on)
- Projects
- Activities
- Customers
- Administration (add-on)
Start by selecting the main section from which you want to get more information. Under each main section, you'll find different types of reports where you can view different data in different visualisations. This can be done by selecting the desired report from the menu bar. The most typical ones are list reports, but there are also graphical, matrix and analysis reports available.
Advanced reports such as analysis reports and graphical reports are available in Severa's Business, Platinum, and Enterprise editions.
Most of the list reports have possibility for mass updating. The mass update activates when you select rows from the report. After selecting the rows that you want to update, you can select the desired action from the Actions menu that appears on top of the view. The mass update actions vary on different report types.
Your permissions might limit the data seen in reporting. For example if you don't have permissions to view financial figures you won't see Financials section in Report creation.
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