Reporting & Analytics
Reporting & Analytics - 4 items delivered in v0.16
What Was Delivered
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Download All reports file
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The current download all reports function should just be a complete download of all jobs and the relevant high level statuses of - Ordering commenced, DA status received, Title status, Eng received permit applied, permit issued. All these items should be on one table please.
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add the PERMIT expected date to the Total Projects report Please add the following to the Total Projects report ASAP. PERMIT expected date. The PERMIT expected date for each individual project should come from the status in the project details page.
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Please add to the 'Download all reports' sheet the 'work days' between each milestone. We have the dates for the miles stones. Great! Now provide an aggregate sum of the working days between the following:
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Project Received to Permit issued: ProjectReceivedToPermitIssued
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Project Received to Permit applied: ProjectReceivedToPermitApplied
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Project Received to Ordering commenced: ProjectReceivedToOrderingCommenced
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ordering commenced to permit issued: OrderingCommencedToPermitIssued
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DA ordered to DA received: DaOrderedToDaReceived
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Energy ordered to energy received: EnergyOrderedToEnergyReceived
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Filter current reports by client Can we please have the option to filter by customer please. So we can select only Metricon or only Royston
Impact
Improved reporting accuracy and expanded analytical capabilities, supporting better data-driven decision-making.