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User Guides

Reports

The reporting module provides tools to analyze and export operational data from the system.

Reports allow users to retrieve structured information from objects such as:

  • Tasks
  • Projects
  • Timeslots
  • Expenses
  • Invoices
  • Other configured objects and dimensions

Reports can be used for:

  • operational monitoring
  • financial tracking
  • project management oversight
  • workflow auditing
  • exporting data to external systems

Our system supports two types of reports:

  • Prebuilt Reports – reports implemented in the system by development.
  • Custom Reports – reports created and configured directly by users through the interface.

Both report types rely on the same underlying permission model and respect the system's role, group, and dimension access rules.