Ruddr reporting provides detailed insights into data that will help you manage your business. There are seven categories of reports:
- Time Reports
- Expenses Reports
- Utilization Reports
- Plan & Forecast Reports
- Financial Reports
- Pipeline Reports
- Workspace Reports
The Reports section of Ruddr is accessible by clicking the Reports item in the main nav bar (Figure 1) on the left of the screen.
Figure 1 - Clicking on Reports in the Main Nav Bar to Access the Reporting Section
As an introduction, we will cover the following aspects of reporting in Ruddr. The following applies to all reports:
Ruddr Security Roles and Reports
In Ruddr, each member is assigned a Security Role, which is a compilation of security permissions. The security roles dictate what functions within Ruddr that a member has access to. These roles also control the data that a member can see. Take bill rates, for instance - a member can be denied or granted access to see bill rates throughout Ruddr.
As such, members may be able to access certain reports but their permissions may restrict the data that is returned as part of the result set. In these cases, a notification (Figure 2) will be presented to the member at the top of the report result set.
Figure 2 - Notice that the Current Member does not have Access to All Results for Report Query
In other cases, the member may see all results of the report query, but may have limited visibility into the data values that are returned with the results. Using the above example of bill rates, a member that has permissions to see bill rates for a project will be able to access that information through the Time Detail report. A member that does not have permissions to see bill rates for that same project may be able to see that project's time entries via that same Time Detail report but can not see the bill rates.
In addition to limiting the data available in accessible reports, Ruddr may also restrict a member's access to reports, or even sections of reports. Members that do not have permissions to view bill rates, project revenue, or project costs / margin do not have access to the entire Financial Reports section of Ruddr.
Report Filters
Each report in Ruddr can be filtered by select data values. Based on the data being presented in the report, filters are provided to help you view the report results that you are interested in. Common filters include:
- Date Range
- Client
- Project
- Member
...and many more. To access the filters when viewing a report, click on the Filters icon (Figure 2) that appears at the top-right of the reporting screen:
Figure 2 - Clicking the Filters Icon will Present the Report Filters Drawer
Clicking this icon will present the Filters drawer (Figure 3), which presents an organized view of the available filters for the report. On the Filters drawer, report filters are organized by related Ruddr entity. The most common filter groupings are:
- Client
- Project
- Member
- Time
- Expense
Figure 3 - Expanding a Filters Category on the Filters Drawer Presents a List of Related Filters
Data Range filters are the first filters listed in the drawer, followed by the organized filter categories. Clicking on the category will expand the category, showing the list of available filters for that category.
Some filters are "connected", in that they affect the values that are available in other filters. For instance, specifying a client in the "Client" filter will limit the available results in the "Project" filter to just those projects for the specified client.
Figure 4 - The Report Header includes the Report Title and any Applied Filters on the Report
Note that the "Date Range" filter (Figure 4) has left and right arrows. These arrows allow you to advance the date range forwards or backwards in time by the specified interval of the original filter value.
Any other filters can edited or removed by either selecting additional / alternative values from the filter control presented or by clicking the X to the right of the filter's value, respectively.
To see all of the values being applied by a specific filter, you can hover over the number displayed next to the filter.
Exporting Report Data
Every report in Ruddr has two views: a report view (in the Ruddr application within an web browser) and an export view. Typically, the export view contains more data than what can be viewed within the application, as only so much information can be presented on-screen. The two, common export formats for reports in Ruddr are CSV and Excel. All time reports and the Expense Detail report can be exported to a "client-friendly" PDF format.
To export reports in Ruddr, click on the Export button (Figure 5) located at the top-right of the reporting screen. This will present a Download Report modal (Figure 6), through which you can initiate the download of the exported file via your browser. In cases where the file may be somewhat large due to the amount of data being exported, Ruddr will indicate that your file is being generated. Upon completion, you will be presented with a Download button.
Figure 5 - Click the Report Export Button and Select the Format for the File
Figure 6 - Once the Report Export File has been Generated you can Download the File