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Workspace Reports

  • Updated

The Workspace report section provides access to lists of various entities in Ruddr and their respective settings / properties:

  • Members
  • Clients
  • Client Contacts
  • Projects
  • Project Team Members
  • Project Tasks

You can access the Workspace reports section of Ruddr by clicking the Reports item in the main nav bar (Figure 1) on the left of the screen and then selecting the Workspace sub nav option. 

 

Figure 1 - Clicking on Workspace in the Main Nav Bar to Access the Administrative Report Section

 

Client Contacts

View a list of client contacts grouped by client, including:

  • Client Name
  • Contact Name
  • Contact Title
  • Contact Info
    • Contact Email
    • Contact Office Phone
    • Contact Mobile Phone

Clients

A list of clients in your workspace. This report defaults to exclude archived clients by setting the Client Archived filter to "No". This report includes:

  • Client Name
  • Client Practice
  • Client Relationship Owner
  • Client Created On Date

History

The History report provides insight into any actions that have been tracked on the following items:

  • Allocations
  • Clients
  • Client Approvals
  • Credit Notes
  • Expense Items
  • Invoices
  • Projects
  • Time Entries

The report includes event time, entity type, event type, the member that took action, and the source of the event (Ruddr Web App, Ruddr API, CSV Import, Integration, Mobile App, etc.).

Members

This report provides a list of members in your workspace. The report defaults to include Active members only by applying the Member Active filter to a value of "Yes". This report includes the following member properties:

  • Name
  • Type
  • Billability
  • Security Role
  • Status
  • Manager
  • Last Active Date

Project Team Members

Each project and its corresponding list of team members is available via this report. The report defaults to exclude archived projects by setting the Project Archived filter to "No". Included in this report are the following values:

  • Project Name
  • Client Name
  • Member Name
  • Team Assignment Status
  • Member Type
  • Project Role(s)
  • Member Practice
  • Member Discipline

Projects

A list of projects in your workspace. This report defaults to exclude archived projects by setting the Project Archived filter to "No". This report includes:

  • Project Name
  • Client Name
  • Project Type
  • Status
  • Project Admin
  • Billing Type
  • Practice
  • Created On Date

Project Tasks

This report presents a list of project tasks grouped by project. The report defaults to exclude archived projects by setting the Project Archived filter to "No" and also excludes archived tasks by setting the Task Archived filter to "No". This report includes:

  • Project Name
  • Client Name
  • Task Name
  • Task Status
  • Assigned To
  • Hours (Actual and Budget)
  • Revenue (Actual and Budget)

Project Health by Project

The Project Health by Project report displays a list of projects and their current project health scoring, as calculated from the most recent Project Health Report.  This report provides the following project health details:

  • Project Name
  • Client Name
  • Budget Health Rating
  • Schedule Health Rating
  • Client Satisfaction Rating
  • Team Satisfaction Rating
  • Project Health Score
  • Project Health Report Date

For more on Ruddr's Project Health Reporting feature, please refer to the Project Health Reporting article in the Ruddr Help Center.

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