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Integria Documentation

en:guia_administracion:14.reports

13. Reports

Reports - Informes

Reports are made up of four sections:

  • Projects
  • Incident
  • People
  • Custom

In order to see each type of report users must have the correct profile with (RR) ACLs.

Projects reports:

You need the following profile to view:

  • View projects (Project manager role)
  • View reports

Set up a profile by going to the selector to choose the project Once the project is selected you'll see this formula:

  • Task selector for said project.
  • A checkbox for more project information: Click to view detailed project information divided into:
    • General information (name, start date, etc).
    • Personnel involved: who is participating.
    • Man power: Calculation of hours worked.
    • Budget: Calculation of estimated costs.
    • Task distribution graph: percentage share of the different tasks.
    • Work distribution graph: percentage share of each users' contribution.
    • Project activity graph.
    • A summary of each task of said project.

  • A checkbox for each task's activity: Click to view any specific details of each of the selected tasks:
    • Task activity graph.
    • Task statistics.

  • A checkbox that displays Work Units for each project task: Click to view selected Work Unit details.

Incident reports:

You need the following profile to view these or support reports:

  • View incidents and belong to the correct ticket group.
  • View reports.

There are two types of reports:

  • Support reports:

  • To create this kind of report Integria IMS uses custom searches created in the ticket search section. Select the type of report from the scrolldown menu, to see a form with the following options:

  • Show all statistics: A comprehensive view of all tickets found with the search term(s):
    • Ticket groups graph: Percentage of groups belonging to said ticket.
    • Max ticket creator graph: as a percentage.
    • Assigned users graph: Users assigned to a ticket as a percentage.
    • Ticket statistics: Detailed ticket information.
    • Groups/time graph.
    • SLA compliance graph related to tickets included in the custom search.
    • List of tickets classified according to status.
    • List of tickets classified according to priority.
    • Graph of most active users.
    • Graph of the top five most active tickets.
    • Comparative graph showing the relation of open to closed tickets.
    • History of open and closed tickets.
    • Ticket activity calendar.
  • Show ticket list: all tickets included in the custom search.

  • Single ticket:
  • To create this type of report an auto-complete form will appear if the search term is the ID or ticket title. You'll see a detailed report of the ticket.

*Resolution:

This report is based on already closed tickets. It will be possible to filter by creator user of the ticket, company of the creator user and date. We have the option of displaying the report on screen or exporting it to PDF or CSV.

The information displayed is as follows:

* Ticket identifier
* Ticket type
* Company of the user who created the ticket
* Editor User 
* Creator User 
* User who closes the ticket
* Number of people involved
* Priority
* Time elapsed until the ticket is closed
* Time the ticket has spent in New status 
* Time the ticket has been in status other than Assigned or Closed
* Total time spent on the ticket. Summation of assigned time in commentaries.

* Tickets evolution report over time:*

We can filter by date, company, group and ticket creator.

The following graphs will be shown:

  • Graph of the 5 days that more tickets were opened.
  • Graph of the 5 days that more tickets were closed.
  • Graph in which we can compare how many tickets were opened and how many were closed each day.

Personnel reports:

To view personnel reports the user needs the following profile:

  • User admin.
  • See reports.

A form will appear allowing you to select the user whom the report is about. After selecting a user or a project three checks will appear where you can:

  • Search all projects, activities and work units, with their corresponding fields, task types, graphs, etc.
  • See ticket summary: a summary of tickets and affected tickets.
  • See ticket summary only.

*General:

It shows information about work units. This info can be filtered by user and date. We have the option of displaying the report on screen, exporting it to PDF or exporting it to CSV.

The information displayed is as follows:

* User who has imputed the hours
* Date
* Duration in hours
* Type. It can be hours allocated from ticket or from a task
* Project
* Group
* Title
* Description Description
* Creator
* Priority
* Company

Custom reports:

To view personnel reports the following profile is necessary:

  • User admin.
  • View reports.

These reports allow the user to create reports using a sql phrase, as below: Viewable in html, pdf or csv. An html example:

Create programmed reports to be sent by email (Enterprise only).

All reports come with a printable html view.

Group report:

You need the following profile to view:

  • View projects (Project manager role)
  • View reports

Set up a profile by going to the selector to choose the group.

Once the group is selected you'll see the workunits asociated to this group.

A date selector is also available to filter these workunits.

en/guia_administracion/14.reports.txt · Última modificación: 2020/07/13 14:50 por tatiana