e-office User Manual
  • Overview
    • Chinese Online User Manual
    • e-Office Training Video
  • Server
    • 1 Preparation
    • 2 Installation
    • 3 License
    • 4 FAQ
    • 5 Service Management Platform
  • Mobile APP
    • 1 Preparation
    • 2 Installation
    • 3 Configuration
  • Quick Start Guideline
  • Design a new workflow
    • 1 New Form - Leave Application
    • 2 New workflow-Leave Application
    • 3 Initialize new leave application
    • 4 Regular Expressions(Regex) in Field validation
  • App Studio - New Application
    • 1 New application - Customer Management
    • 2 Approval flow
    • 3 User Menu
    • 4 All the controls
  • Open API
    • 1 Overview
    • 2 Attachment
    • 3 User Management
  • Customisation
  • Expense
    • My expenses
    • Expense List
    • Enter expense
    • Budget Statistics
    • Setting
      • Budget
      • Permission
        • Expense List
        • Budget Statistics
        • Expense Category
      • Basic Settings
      • Expense category
    • Expense Report
  • Project
    • My project
      • Project Details
    • New project
    • Project Task
    • Report Management
    • Settings
  • CRM
    • CRM Homepage
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    • Details
      • Customer List
        • List Data
        • Data Operation
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      • Contact Log
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      • Customer Pool
        • Pools I Managed
        • Pools I Joined
        • Pool Configuration
    • Suppliers
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    • More
      • Import/Export
      • Transfer
      • Merge
      • Recycle Bin
      • Request to access
      • Permission Approval
    • Customer Report
    • Settings
      • Field Settings
      • Homepage Configuration
      • Pool Configuration
      • Permission Setting
      • Related Business Setting
  • Assets
    • New asset
    • Application for use ~ WIP
    • Application for approval
    • Changes
    • Maintenance
    • Asset inventory ~ WIP
    • Return of assets ~ WIP
    • Analysis ~ WIP
    • Settings ~ WIP
  • Leave
    • My Leave
    • Leave List
    • Leave Type
    • Leave Setting
  • Attendance ~ WIP
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On this page
  • 1 Members Report
  • 1.1 Report Details
  • 1.2 Export
  • 1.3 Filter
  • 1.4 Search
  • 2 Project Report
  • 2.1 Report Details
  • 2.2 Export
  • 2.3 Filter
  • 2.4 Search
  1. Project

Report Management

Last updated 6 months ago

1 Members Report

This report provides user-focused statistics, includes each user's department, total projects involved, projects monitored/managed/reviewed/executed, overdue projects and tasks, overdue rate, and additional details.

1.1 Report Details

Field Description:

  • Manage projects: Total projects managed

  • Examine project: Total projects approved

  • Monitor projects: Total projects monitored

  • Execute projects: Total projects as task's executor

  • Total projects: Total of the four items above

  • Projects Overdue: Projects where the “end cycle” has passed

  • Project overdue percent: Overdue tasks/Total projects

  • Total tasks: Total tasks as executor

  • Tasks overdue: Task where the “end date” has passed

  • Task overdue percent: overdue tasks / total tasks.

  • 7 days of mission time (day):

    • Task Duration for the Next 7 Days (Day) - Calculates task duration for the next 7 days, with a maximum cap of 7 days per task. If the task duration is less than 7 days, actual duration is used; if it exceeds 7 days, only 7 days are counted.

  • Working ratio in the next 7 days

    • Task Duration Ratio for the Next 7 Days (Day) - Task duration for the next 7 days / 7

  • 30 days of mission time (day)

    • Task Duration for the Next 30 Days (Day) - Calculates task duration for the next 30 days, with a maximum cap of 30 days per task. If the task duration is less than 30 days, actual duration is used; if it exceeds 30 days, only 30 days are counted.

  • Working ratio in the next 30 days

    • Task Duration for the Next 30 Days (Day) - Task duration for the next 30 days / 30

1.2 Export

The displayed data can be exported as an Excel file.

Step 1: In the top-right corner of the page, click "Export".

Step 2: Select or de-select fields to be exported, and click "Confirm" to begin the process.

1.3 Filter

System will default to display all projects. The data can be filtered by project's status: [Completed] or [In progress] or user's status: [In-service] or [Departure].

1.4 Search

1.4.1 Simple Query

The users is able to filter report with username or department that are similar/matched to the text entered in the search box.

1.4.2 Advanced Query

The [Advance Query] allows the users to create complex searches or filters by specifying detailed conditions and criteria.

2 Project Report

This report offers project-focused statistics, covering project status, progress, and totals for related details such as tasks, issues, and documents.

2.1 Report Details

Field Description:

  • Progress:

    • Calculations involve task weightage

    • Equation: (Progress of each task × task weightage) / total weightage

    • Example:

Task Name
Weightage
Task Progress

Task1

1

39%

Task2

2

22%

Task3

3

51%

Task4

2

40%

Task5

1

34%

This project's progress calculation will be:

Note: The parent task's progress is calculated similarly when subtasks are present.

  • Tasks: Total task under the project

  • Problems: Total issue under the project

  • Documents: Total folder under the project

  • Task in progress: Task not marked as completed

  • Completed: Task marked as completed

  • Completed percent: No. of tasks completed / Total tasks

  • Task overdue: Task with a passed end time

  • Task overdue percent: No. of tasks overdue/ Total tasks

  • Task executor: No. of task executor in this project

2.2 Export

The displayed data can be exported as an Excel file.

Step 1: In the top-right corner of the page, click "Export".

Step 2: Select or de-select fields to be exported, and click "Confirm" to begin the process.

2.3 Filter

System will default to display all projects. The data can be filtered by project's status: [Completed] or [In progress].

2.4 Search

2.4.1 Simple Query

The user is able to filter reports with project names that are similar to or match the text entered in the search box.

2.4.2 Advanced Query

The [Advance Query] allows the users to create complex searches or filters by specifying detailed conditions and criteria.