Productivity Report

Created by Lewis Hayward, Modified on Tue, 20 Feb at 4:49 PM by Luke Jenkins

The Productivity Report allows users to review utilization data for the organization, on a user-by-user basis and allows deeper analysis into the breakdown of each utilization score.

Availability

Standard	Professional	Business	Enterprise
-	✔	✔	✔

Configuration

To set up Productivity Reporting, first navigate towards the User tab on the left-hand side taskbar. Select the Group tab and move your cursor to the actions options.

Choose edit under the actions options to edit the required group. From here you may select the Time Settings tab to track time under a 7 day format. You can change the daily hours by inputting a different number in each box. Click update group to save you inputs.

To complete the set-up select the Productivity Setup tab adjacent to the Time Settings. Check the Track Utilization box to enable this option. Your utilization target percentage can then be changed in the field below.

Usage

In order to view your first Productivity Report, navigate toward the Reports tab on the left-hand side taskbar. From here you may select the report you wish to view. Select Productivity from the options available.

To get started, select the User button and check the box of the use you wish to view. Next, select the date range you wish to filter by using the date entry box to the right hand side of the page. Once your date range is defined, click the Filter button to display your data in the section below.

Click on the displayed user name in order to reveal a detailed graphical view of their individual productivity. From here, it will display a summary for the following data:

Utilization %
Utilization Target
Expected Hours
Logged Hours

The display will also provide a breakdown based on your project tags. Adjacent to the Summary and Breakdown data will be a pie chart display categorizing each project tag in use.

Project Utilization

Please note, in order to utilize productivity reports for each project, you must enable this function on the chosen project. To enable this option, navigate towards the project tab, chose the required project and select the Settings tab. From here you can check the Utilized box to enable the function.