How to use the report?
The report gives a good overview of the work done and the tasks ahead.
Usually, a report summarizes the work done, but Uku's reports are much more than that. Powerful filters let you search only for the answers that interest you, by the client, by a member, and by topic. You can find reports in the main menu.
At the top of the report view is a filter bar where you can select periods, members, clients, different statuses, and topics. For example, you can enter a task title in the search box. A button on the right will reset all selections made.
The report has three main views: "Summary," "Tasks," and "Time."
The Summary view makes it easy to see which client has had the most work done and how much extra work was done.
By default, the view is grouped by Client/Topic, but you can also see other views:
If you click on the plus icon in front of "Grouped," all topics will be displayed, and the icon will turn into a minus. Clicking on the minus button closes the topics again. Details of the client or member can be viewed by clicking on the arrow in front of the row.
By default, only time is shown in the summary report, but you can turn on the number of tasks bar or additional fields at the three columns icon:
In the Tasks view, tasks are displayed by tasks according to the filters selected.
Data columns shown in the image above are displayed by default. They can be turned on or off from the three-column menu. It is also possible to select additional fields for your company.
You can sort the data by each topic by clicking on the corresponding column heading.
The Time view displays the tasks and the time spent on them according to the filters selected.
Similar to the Tasks view, you can change the fields visualized in the report.
Using filters in a report
Filters help you to get a more detailed view of specific aspects of a job. Filters can be adjusted by clicking on the "+" icon.
Why use filters? For example:
Measuring the workload per client
Select "Client" in the report's header and select the client(s) for whom you want to display the work done.
In the "Summary" section, you can see how many tasks have been done for a given client and how much time it took to complete them.
Under "Tasks," you can see the tasks and the time spent separately.
Under "Time," you can see what time was spent on these tasks and for how long.
Measuring workload per employee
Select "Member" in the report's header, and you will see similar information from the employee perspective.
Proof of work done
If you want to provide the client with an accurate overview of the employee's tasks and how long it took. Add the necessary filters in the report and export the report by clicking on the arrow icon below.
Once the appropriately formatted data has been provided, the report can be saved and/or exported as a PDF or Excel file.