Using Reports for Issue Tracker

• List of Issues - Shows the list of all the issues in the binder.

• Track Time Report for Issues - Shows the tracked time per issue. Track Time for each issue by clicking on the Track Time button on the issue detail screen.

• Number of days issue status is open - List of all open issues in the binder in detail.

• List of Issues without Track Time - The list of issues without track time which. is useful for auditing.

• List of Issues in an organization - List of all issues in an organization.

• Organization - Contains reports regarding OfficeClip Employees and List of Holidays.

• Projects - Contains reports regarding Project Allocation and Project Rates.

To create new reports:

• In the issue tracker, click on the Binder for which you want to create a report.

• Click Reports > New Reports.
• In the Report General, fill up the report category, report type, and description if any. Then click Next.

  

• In Select Fields, the fields are columns in the report. This user interface allows selection of the fields you want to display in the reports.If more fields are selected than the page size permits, the additional fields will run over to the next page.

  

• In Configure Fields, the user can rename the fields in the Display Name column according to their requirements. Click orbutton to move the fields up or down the list; determining their order as you want it displayed in the report.

  

• In Select Groups, you can set up the groups for various columns in the report. For example, Issue ID or Issue Name, the total number of hours, and the count of the users are groups. Group totals can also be added at the bottom of the groups.

  

• In Filter Permissions, customer portal users with access to shared reports can select filters only specified in the Filter Permission screen. This will allow OfficeClip administrators to share reports, yet restrict data by limiting filters to a certain subset of data.

  

• In Select Filters, Click Set Filter. A Configure Tracker Filter will pop up.

  

• Select conditions to create the filter.
  1. In the filter condition, you can select various options from dropdown as per the requirement, in advanced filter options, enter the text or enter the created or modified date.
  2. Click Save when finished.
• In the Select Filters screen you will see the Tracker filter set up. Click Save &View Report to view the report.

  

To view the Reports:

• In the issue tracker, click on the Binder you want to view a report for.
• Click Reports.
• You can see the list of reports. Click on the report you want to view.

  

• You can also Edit, Delete, Copy, Share, Schedule and Change Permissions of the reports with the icons from the Actions column.
• To see the detailed description of how to edit, delete, change permission, etc., click here.
• The users can export all the reports to various formats like Adobe PDF (.pdf), Microsoft Word (.doc) and Microsoft Excel (.xls). Click on a report and then select a format from the toolbar. The PDF report will open in a new tab and the reports with Excel and Word format will get downloaded in your computer. Click open to view the files.

  

Reports can be scheduled so that they can be run at predetermined times and emailed to OfficeClip Users.

To schedule reports:

• Click on the Schedule icon in the Actions column.

  

• Enter the schedule details: daily, weekly or monthly.

  

• Enter the email address of the recipient to whom the report is to be sent and the report format.
• After finishing, click Save.
• To enter a New Schedule, click Clear Schedule to delete the old Report Schedule.
• To see the list of Scheduled Reports, click on the Scheduled Reports button above the list of reports.

These reports are shared with customer portal users. Such users can only view reports in a restricted fashion (based on the filters they have been permitted to use). Shared reports can empower your customers, partners, and service providers to create reports for their specific use based on the data they are allowed to access.

To share a report, click on the icon on the report row in the actions column

To see the detailed description of how to share reports, click here.

Scheduled reports display the list of all the reports scheduled at predetermined intervals to be emailed to OfficeClip users.

To see the detailed description of how to check the scheduled reports, click here.

Shared reports show the list of all the reports which can be edited.

To see the detailed description of how to check the list of shared reports, click here.