Introduction to the Report Centre

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The Report Centre is the reporting and dashboard tool included with FlexiTime.  It allows a view of your company's database records,  with some basic filtering and selection criteria. 

A number of standard reports and graphs are provided. You can browse these, then modify them to suit your needs. These basic steps will get you started.

Dashboards

The Report Centre dashboard displays up to eight reports at a time.   The Dashboard shows each report as a smaller window. If you have no previously saved reports, you will be prompted to choose a dashboard when you first log in, and you can load a different dashboard later using the Dashboard button.  The "FlexiTime" dashboard contains the standard reports.   

Reports

You can view a maximum of eight reports at once in a dashboard. A report can be formatted as either a charts or a grid. A chart shows the selected data in a graphical format,   such as a pie, line and bar chart. A grid shows the selected data in a standard tabular report, but can also have traffic lights and a few other graphical elements in each row.

You rearrange the reports on the dashboard by dragging them by their blue title bar. You can minimise the view of a report using the button on the top right corner of the report. The remaining reports will resize to fill the screen. Clicking once on the minimised title bar at the bottom of the dashboard will re-display the report. You can maximise reports by pressing the button, or by double clicking on the blue title bar.

Loading a single report

When you maximise a report, a Load button will show above it. This opens a window in which you can choose a pre-saved report to view.

Chart information

You can hover the mouse over the various chart bars, lines and segments to see what piece of data they represent. When you hover over the title bar of the report a summary of the data shows, including any date range selected.

Some charts will have a legend that you can open by clicking on Legend in the top right corner.

Exploring the data - 'drilling'

Some charts can be drilled down into. Drills may be available on:

• chart widgets (bars, lines, bubbles, pie segments),

• values on the X axis that runs along the bottom of charts

• rows in a grid

When you hover over something that has a drill is available, the cursor will change to a green +. Clicking will focus on the data item you've chosen and redraw the chart or grid with more detailed data for the selected item. To get back up to where you were use the - button at the top left of the report. If you're not sure what you're looking at after drilling in, hover the mouse over the top title bar of the report to see the drill path.

Remembering reports for next time

You can customise your dashboard by 'pinning' reports you want to keep. The Pin menu option will show at the top of the screen when you maximise a report.

If you make changes to a report, such as adding a filter or drilling down and you want to keep the new view you just click the Pin menu option when viewing the modified report.

I want to show the chart I'm looking at to someone else

When viewing a maximised report the menu at the top of the screen will include the Share button. Clicking Share will open a window that lets you e-mail the report to colleagues. The e-mail will contain a link to the report that will open up the Report Centre and display the same information you were viewing in the report. The colleague will be able to drill down into the report, but they won't be able to drill up to see more information than you intended to share with them.

More on Grids

Grids can be sorted by any column. Just click on the heading. Click again to sort the other way around. Hold the control key down to sort by multiple columns. You can even sort by columns with graphical widgets.

You can change the width of a column by dragging the column boundary in the header. And you can change the order of columns by dragging the column title to a different position. Once you have the grid set up how you like it, remember to 'pin' it so that those settings are retained next time around. When viewing a grid maximised, the menu at the top of the screen will include an Export button that allows you to open or save the grid as a spreadsheet.

Creating your own reports

The Settings button that shows for a maximised report opens a panel that allows you to create and save customised reports. An example of creating a report is in this article.

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