Report2Base

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Creating a Report with Report2Base

Reports on various project-related data types such as milestones, todo lists, messages, time sheets, etc. can be created using the 'wizard-like' interface shown below:



As seen above, it presents a series of dynamic drop downs / date pickers to enable selection of various parameters using which the system can be queried, to obtain the desired report. This avoids entering of typos and faulty user inputs, thereby enhancing the accuracy of results. The parameters can either be used to group together the rows returned, or to filter down the results based on defined criteria or to do both. E.g. A report which has to return all milestones assigned to a given person but group them project-wise, uses both grouping and filtering logic.

The report thus defined can be saved by giving it a name, following which it becomes available for subsequent viewing with just a single click. The same interface shown above can be used to define a 'dispatch frequency' and enter the emails to which the PDF version of the report needs to be sent. The emails are selected from an auto-suggesting textbox, so as to avoid typos as much as possible. A choice of colors are available for the reports, to further enhance the user experience. A report thus generated is shown below:



As can be seen above, the report tab offers a menu on the top-right with which to perform various operations on the report such as font size adjustments, downloading the report as a PDF or CSV file, closing the report tab, etc. One of the menu options is to email the PDF report ad hoc, to any specified email address. This is in contrast to the scheduled email dispatches on a periodic basis, and addresses any unscheduled need to send the report to any contact. When this feature is invoked, a pop-up emailing form is displayed, as shown below:



The email field is an auto-suggest box, for easy and flawless entering of the email addresses. Any cover note accompanying the report can also be entered.

The report tab also offers an additional functionality of sorting by column, either in ascending or descending order. This is accomplished by clicking on the up / down arrow buttons found on top of the column.