Reports
It is very important to improve the reports. Please make the possibility to show the dedicated resources per project on project reports.
Hi folks,
Just to let you know the Non-Grouped Rows / Multi-Level Reporting is now live. You can check out the release notes accompanying the updates within the below links.
→ Press Release – https://hubplanner.com/reports-update-non-grouped-results-multi-level-reporting/
→ Knowledge Base – https://hubplanner.com/kb/non-grouped-reports-multi-report-levels/
Thanks for your patience and do let us know if you have any questions.
Team Hub Planner
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CC commented
Hi,
Sorry I didn't see this reply.
In the old reporting we could export it fully expanded. In that report we can see all projects, who reported time against them all with totals. It was a complete report. We could then use formulas or whatever to tally up for finance or resource planning.
I haven't looked in a while but from what I remember you either have resource reports or project reports. I don't think you can add project columns to a resource report or vice-versa which is what the old reports allowed us to do. That creates a sort of 'master report'.
We can't seem to do that currently but your 'non grouped rows' may sort that. We'll wait and see. I don't currently run the reports but I know the guys are using the old reports currently.
Thanks
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@cc, are you able to confirm what view you mean by this comment
"Having a list of projects but not being able to break down who did what time on those projects without going into each one is quite limiting"
The new reports works in the same way really, you click the project in both and get the breakdown. We have are soon releasing
1. Non grouped Rows (Which is the same as old version at the lowest line item level)
2. Additional columns so you can have more data side by sideHowever please let me know if we are missing something in how you can't get the info you need. Also please send us over a spreadsheet of report example if easier and reference this thread
Team Hub Planner
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CC commented
Thank you :)
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Firstly, thanks for the feedback. Much appreciated.
Sure, we appreciate that. We rebuilt the entire reporting function to give users a far superior experience and capacities of reporting. The new reports support the major functionalities and columns of the old reports and a whole lot more. Unfortunately what that means is that it's not an A->B copy and we don't have the capacity to copy and paste the old reports into the new reports. You can of course rebuild them and in a way, this helps you get to know the new reports. But of course you still have access to the old reports. And we can assure you we will not remove this until we are sure that you have what you need.
We are in the process of updating the new reports with new features like the addition of Heat Maps that was released last week. So, do keep an eye out for more updates and features. We'll keep you posted.
We have an extensive Knowledge Base that you might find helpful in navigating around the new reports -> https://hubplanner.com/kbtopic/reports/
Thanks for your patience folks, and thanks also for the feedback!
Keep in touch if you need any further assistance. Reach out to us hello@hubplanner.com for any help you might need.
Team Hub Planner
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CC commented
Just wanted to add that I agree as well. Having a list of projects but not being able to break down who did what time on those projects without going into each one is quite limiting... unless i'm missing something.
Basically either keep both legacy and new reporting or ensure all features carry over onto the new.
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Daniel Malins commented
Agreed - there also needs to be a way to import legacy reports into the new reports page to save the time in rebuilding.
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Phil Horwell commented
This is also a problem for us. We had this feature with the old reporting but struggling to find on the new.