Budget - Reports

The Reports feature in Chronova allows users to generate, view, and share project reports that provide detailed insights into project budgets, costs, labor, and expenses. These reports are essential for tracking project performance and ensuring efficient resource management.

Accessing Reports

Reports can be accessed by navigating to the Reports section from the main menu.

Apps => Chronova => Reports

The reports list view displays the following key information:

• Name of the report

• Owner who created the report

• Start and End Date covered by the report

• Last Updated date

• Actions available for each report, such as viewing or performing further actions

A search bar at the top of the page allows users to quickly find specific reports.

Open

Creating a Report

To create a new report, follow these steps:

1. Click the Create Report button at the top right of the Reports page.

2. In the Create Report window:

   • Enter a Report Name.

   • Select one or more Projects from the dropdown (only monetary-based projects are available for selection).

   • Choose a Date Range or a specific Time Period.

3. Once completed, click Create to generate the report.

Open

Report Overview Page

After generating the report, the Report Overview page displays key metrics and visual insights:

• The Total Budget, Remaining Budget, and Total Cost are shown at the top of the report.

• A comparison between Spent vs Allocated Budget by Project is provided through a chart.

• Total Expense and Labor Costs are broken down into a clear visual format.

• A table labeled Projects Insight provides detailed data, including budget, expenses, and the remaining budget for each project.

The report can be exported in multiple formats, including PDF, PNG, JPEG, or SVG, by selecting the export option on the page.

Open

Sharing and Collaboration

To share reports with other users, click on the Invite People option. In the invite window, select users to collaborate on the report. Invited users can view the report and change the Date Range, but they cannot invite others.

Open

Additional Information

Reports can include data from multiple projects, allowing a comprehensive view of progress across various teams. However, only monetary-based projects can be selected when creating a report. Users who have been invited to a report have the ability to modify the report's date range, but sharing permissions remain restricted.