Report module provides users who have the appropriate privileges the ability to create and run a wide variety of reports based on company's configuration. OpenAir provides a robust and flexible reporting environment. Users can choose the fields, which wish to see and the order in which they are displayed, along with the ability to filter the data.
It is very important for customer´s business to run multiple or combined reports to have overview about company metrics and analysis. OpenAir report management interface contains list of Saved, Tabular (Detailed), Crosstabbed (Summary) and Advanced reports.
Note: Users may see only their own saved reports or reports which were shared with them.
- Saved reports contains list of all saved reports run, these reports might be also shared with other users with full or limited edit options.
- Tabular reports give access to report information within specific applications or tables such as User/Employee information. Some information may be rolled-up for a basic sub-total function, but in general, reports in the Detail tab are used to report specific fields for a single object. Calculations are not performed in detail reports and the intended use of these reports is to provide list values of data.
e.g. Report with audit trails on my data set used across the account.
- Crosstabbed reports give user access to report information across OpenAir such as reporting Timesheet entries along with Invoice information and Project revenue recognition. Reports are created by selecting a base report then completing the report form to configure the options for report generation. Selecting a base entity under the application specific context, rather than Account-wide, will limit the available values to only those in that application. Summary reports provide subtotal capability and flexible data filtering as well as inclusion of custom calculations in your OpenAir account.
e.g. Reports containing multiple account-wide data used or calculated in one or more account data tables.
- Advanced reports provide pre-configured OpenAir reports that have specific functionality and formatting built in. The options for report configuration are generally limited. Key reports in this area include Pending billings and Pending recognition reports, Timesheet status, Accounts receivable, and a variety of resources utilization reports.
e.g. Reports across financial analysis data
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