> For the complete documentation index, see [llms.txt](https://eohelp.weaver.com.co/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://eohelp.weaver.com.co/project/report-management.md).

# Report Management

## 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.

<figure><img src="https://1526800164-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F50DeL6mO9sNbAZBSEdaN%2Fuploads%2FE3GBUdZIEYFhsqQFbBh9%2Fimage.png?alt=media&amp;token=a92e715e-9815-47d0-915f-ae534827a9ae" alt=""><figcaption></figcaption></figure>

### 1.1 Report Details

Field Description:&#x20;

* 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*&#x20;
* Total tasks: Total tasks as executor
* Tasks overdue: Task where the “end date” has passed
* Task overdue percent: overdue tasks / total tasks.&#x20;
* 7 days of mission time (day):&#x20;
  * 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&#x20;

The displayed data can be exported as an Excel file.

Step 1: In the top-right corner of the page, click "Export".&#x20;

<figure><img src="https://1526800164-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F50DeL6mO9sNbAZBSEdaN%2Fuploads%2F9TczcPndrMmxNsmRkS7X%2Fimage.png?alt=media&amp;token=1efd51f4-b25e-4dc7-b198-3230004ba2d8" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://1526800164-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F50DeL6mO9sNbAZBSEdaN%2Fuploads%2F7q0qCMGHX24P4GDBNYPo%2Fimage.png?alt=media&amp;token=82fcf53a-5670-40b6-b41d-114500f3e7e4" alt=""><figcaption></figcaption></figure>

### 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].

<figure><img src="https://1526800164-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F50DeL6mO9sNbAZBSEdaN%2Fuploads%2FuYRYtD9uKyzUwLMyfWBA%2Fimage.png?alt=media&amp;token=56094354-fb57-4025-b543-048b482a5a67" alt=""><figcaption></figcaption></figure>

### 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.

<figure><img src="https://1526800164-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F50DeL6mO9sNbAZBSEdaN%2Fuploads%2FqHzjZa8En92yGwej1kCx%2Fimage.png?alt=media&amp;token=e5d4ad7b-57c0-410f-8e8f-ac29f784c443" alt=""><figcaption></figcaption></figure>

#### 1.4.2 Advanced Query

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

<figure><img src="https://1526800164-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F50DeL6mO9sNbAZBSEdaN%2Fuploads%2Fvlh44dCLoMyNpKhiDNuS%2Fimage.png?alt=media&amp;token=494babd6-70e3-4b03-8c1d-0319a4e355df" alt=""><figcaption></figcaption></figure>

## 2 Project Report

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

<figure><img src="https://1526800164-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F50DeL6mO9sNbAZBSEdaN%2Fuploads%2FpLAm2Cd0LUK0TGdp2zUd%2Fimage.png?alt=media&amp;token=d092dc09-f158-46b1-b3e2-374ede77d114" alt=""><figcaption></figcaption></figure>

### 2.1 Report Details

Field Description:

* Progress:&#x20;
  * Calculations involve task weightage
  * Equation: (Progress of each task × task weightage) / total weightage
  * Example:&#x20;

| Task Name        | Weightage    | Task Progress  |
| ---------------- | ------------ | -------------- |
| <p>Task1<br></p> | <p>1<br></p> | <p>39%<br></p> |
| <p>Task2<br></p> | <p>2<br></p> | <p>22%<br></p> |
| <p>Task3<br></p> | <p>3<br></p> | <p>51%<br></p> |
| <p>Task4<br></p> | <p>2<br></p> | 40%            |
| <p>Task5<br></p> | <p>1<br></p> | <p>34%<br></p> |

This project's progress calculation will be:

<figure><img src="https://1526800164-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F50DeL6mO9sNbAZBSEdaN%2Fuploads%2F2Rp9UKrsLUd3n58u67IP%2Fimage.png?alt=media&amp;token=ab705789-58d1-4c82-befe-d63c8ea04fdf" alt=""><figcaption></figcaption></figure>

*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".&#x20;

<figure><img src="https://1526800164-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F50DeL6mO9sNbAZBSEdaN%2Fuploads%2FJpXRtqlkNCHPwFv2hohZ%2Fimage.png?alt=media&amp;token=594aa222-0839-4469-bf66-155801123172" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://1526800164-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F50DeL6mO9sNbAZBSEdaN%2Fuploads%2FiiGT7dqixzefM3INKr2w%2Fimage.png?alt=media&amp;token=3dedb4d1-9073-434e-a2de-e8a7f0663406" alt=""><figcaption></figcaption></figure>

### 2.3 Filter&#x20;

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

<figure><img src="https://1526800164-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F50DeL6mO9sNbAZBSEdaN%2Fuploads%2FSIQbaxWl8VPqXOv9m3BQ%2Fimage.png?alt=media&amp;token=b120110e-3469-43b3-8840-1b490decf606" alt=""><figcaption></figcaption></figure>

### 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.

<figure><img src="https://1526800164-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F50DeL6mO9sNbAZBSEdaN%2Fuploads%2Frnu6c1TxjsAikL7QYQvs%2Fimage.png?alt=media&amp;token=6edd781e-fea9-4789-b9b4-3fe6fdb3b1d6" alt=""><figcaption></figcaption></figure>
