Reports
Reports provide visibility into project progress, activity, schedules, and team contribution.
What Reports Are For
Use Reports to:
- Monitor overall project health.
- Track daily and cumulative progress.
- Analyze team and individual contributions.
- Review detailed tables and charts.
- Export reports for sharing or records.
- Schedule automated report delivery.
Access Reports
- Open Project Management.
- Select Reports from the left sidebar.
- Select the project from the project dropdown.
- Choose the view or report section you need.
Table View
Table View presents structured project data for users who need precise numbers.
It can include:
- Language-level summaries.
- Progress metrics.
- Activity breakdowns.
- Stage details.
- Member contribution data.
Project Summary
The Project Summary dashboard gives a quick snapshot of project status.
| Metric | Meaning |
|---|---|
| Languages | Languages included in the project. |
| Total project days | Planned duration. |
| Days worked | Workdays already used. |
| Days left | Remaining planned days. |
| Total verses | Total project target. |
| Completed verses | Completed target. |
| Overall progress | Completion percentage. |
Language Stages
Language Stages show the status of scheduled stages inside a language.
Key metrics can include scheduled stages, schedule dates, books, books done, verses, overdue verses, members, and progress.
Stage Books
Stage Books show the books included in a stage.
Key metrics can include book name, schedule dates, total chapters, chapters done, total verses, overall done, overdue verses, and progress.
If a book has progress, selecting it can open a member detail view. Selecting member information can show member activity for that book.
Charts View
Charts View provides visual analytics.
Available visualizations can include:
- Overall completion.
- Verse timeline.
- Language completion.
- Date range activity.
- Completion percentage by language.
- Language share of completed work.
- Project schedule pressure.
Export Reports
Reports can be exported as Excel workbooks or PDF documents.
Project exports can include summary and timeline sections. Language and stage exports can include language stage sheets, Bible details, stage member tables, completed books, and overdue sections. Member drilldowns can include member sheets, activity timelines, time logs, and attendance.
Schedule Reports
- Open Reports.
- Select the project.
- Open the schedule report option.
- Choose the frequency.
- Set the run time.
- Add recipients and optional CC recipients.
- Choose PDF, Excel, or both.
- Activate the schedule.
- Save the report schedule.
Multi-Project Use
Use the project dropdown to switch between projects. This helps users compare project progress and manage several reporting contexts without leaving the Reports page.