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Project Reports

Introduction​

Project Reports provide comprehensive analytics and insights into your trading and shipping operations. Generate detailed reports to track performance, analyze trends, and make data-driven decisions.

Accessing Project Reports​

Project Report Menu

Navigation:

  1. Click on Project Report in the left sidebar
  2. You'll land on the "Manage Project Report" page
  3. Breadcrumb shows: Dashboard > Project Report

Purpose:

  • Analyze project performance
  • Track team productivity
  • Monitor timelines and deadlines
  • Generate stakeholder reports
  • Export data for analysis

Project Report Interface​

Report Filters​

Project Report Filters

The Project Report page provides comprehensive filtering options to generate custom reports:

Filter Options​

1. User Filter

  • Label: "User"
  • Type: Dropdown
  • Default: "All Users"
  • Options:
    • All Users (shows all projects)
    • Individual team members
    • Multiple selection possible
  • Purpose: Filter projects by assigned users

2. Status Filter

  • Label: "All Status"
  • Type: Dropdown
  • Default: "All Status"
  • Options:
    • All Status
    • Ongoing
    • Finished
    • OnHold
  • Purpose: Filter by project status

3. Date Range Filters

Start Date:

  • Label: "Start Date"
  • Type: Date picker
  • Format: dd-mm-yyyy
  • Function: Show projects starting from this date

End Date:

  • Label: "End Date"
  • Type: Date picker
  • Format: dd-mm-yyyy
  • Function: Show projects ending before this date

4. Action Buttons

Search Button:

  • Icon: Magnifying glass (blue)
  • Function: Apply filters and generate report
  • Click: Executes the report with selected criteria

Clear Button:

  • Icon: X (pink/red)
  • Function: Reset all filters to default
  • Click: Clears all selected filters

Report Table View​

Understanding the Report Table​

The report displays projects in a detailed table format with sortable columns.

Table Controls​

Entries Per Page:

  • Location: Bottom left
  • Dropdown: Shows "10" by default
  • Options: 10, 25, 50, 100 entries per page
  • Purpose: Control how many projects display at once

Search Box:

  • Location: Top right
  • Placeholder: "Search..."
  • Function: Real-time search within results
  • Searches: Project name, members, any visible field

Export Buttons:

  • Download: Export to Excel
  • PDF: Export to PDF
  • Print: Print report

Table Columns​

NO

  • Sequential number
  • Helps with counting and reference
  • Resets on each page

PROJECT NAME

  • Full project name
  • Sortable (click header)
  • Click name to open project details
  • Primary identifier

START DATE

  • Project start date
  • Format: DD-MM-YYYY
  • Sortable column
  • Shows project initiation

DUE DATE

  • Project deadline
  • Format: DD-MM-YYYY
  • Sortable column
  • Color-coded if overdue (red)

PROJECT MEMBER

  • Team member avatars
  • Shows assigned users
  • Hover for full names
  • Click to see member details

PROGRESS

  • Numerical progress (0-100)
  • Shows completion percentage
  • Example: "0" means not started
  • Updates based on task completion

STAGE

  • Current project status
  • Badge display
  • Color-coded:
    • Gray: Ongoing
    • Green: Finished
    • Orange: OnHold
  • Sortable column

ACTION

  • Eye icon (orange)
  • Click to view full project details
  • Opens project detail page
  • Quick access to project

Generating Reports​

Step-by-Step Report Generation​

Step 1: Select Filters

  1. Choose user(s) from User dropdown
  2. Select status from Status dropdown
  3. Pick start date from calendar
  4. Pick end date from calendar

Step 2: Apply Filters

  1. Click the blue Search button
  2. System processes request
  3. Table updates with filtered results
  4. Page count updates

Step 3: Review Results

  1. Scan the report table
  2. Sort by any column if needed
  3. Search within results if needed
  4. Navigate pages if multiple

Step 4: Export (Optional)

  1. Click desired export button
  2. Choose format (Excel, PDF)
  3. Download file
  4. Open in appropriate application

Report Examples​

Example 1: Active Projects Report​

Objective: View all ongoing projects

Filters:

  • User: All Users
  • Status: Ongoing
  • Start Date: (empty - all dates)
  • End Date: (empty - all dates)

Steps:

  1. Select "Ongoing" from Status dropdown
  2. Click Search button
  3. Review list of active projects
  4. Export if needed

Use Case:

  • Daily standup meetings
  • Resource allocation
  • Workload assessment
  • Priority setting

Example 2: User Performance Report​

Objective: See all projects for specific user

Filters:

  • User: [Select specific user, e.g., "Rahul"]
  • Status: All Status
  • Start Date: Beginning of quarter
  • End Date: Today

Steps:

  1. Select user from User dropdown
  2. Set date range for quarter
  3. Click Search
  4. Review user's project portfolio

Use Case:

  • Performance reviews
  • Workload analysis
  • Capacity planning
  • Individual productivity tracking

Example 3: Completed Projects Report​

Objective: Review finished projects in date range

Filters:

  • User: All Users
  • Status: Finished
  • Start Date: 01-01-2025
  • End Date: 31-03-2025

Steps:

  1. Select "Finished" status
  2. Set Q1 date range
  3. Click Search
  4. Export to Excel for analysis

Use Case:

  • Quarterly reviews
  • Success analysis
  • Lessons learned
  • Billing and invoicing
  • Client reporting

Example 4: Overdue Projects Report​

Objective: Identify projects past deadline

Filters:

  • User: All Users
  • Status: Ongoing
  • Start Date: (any)
  • End Date: Yesterday or earlier

Steps:

  1. Select "Ongoing" status
  2. Set End Date to yesterday or earlier
  3. Click Search
  4. Projects still ongoing past due date appear

Use Case:

  • Risk management
  • Escalation identification
  • Resource reallocation
  • Client communication

Example 5: Team Workload Report​

Objective: Assess current team capacity

Filters:

  • User: All Users
  • Status: Ongoing
  • Start Date: Today
  • End Date: (empty)

Steps:

  1. Select "Ongoing" status
  2. Set Start Date to today
  3. Click Search
  4. Review distribution across team

Use Case:

  • Capacity planning
  • New project assignment
  • Resource balancing
  • Burnout prevention

Report Analysis​

Key Metrics to Track​

Project Count:

  • Total projects in report
  • Distribution by status
  • Trend over time
  • Comparison to previous periods

Completion Rate:

  • Percentage of finished projects
  • Average project duration
  • Success rate trends
  • Goal achievement

Team Performance:

  • Projects per team member
  • Individual completion rates
  • Workload distribution
  • Productivity trends

Timeline Adherence:

  • On-time completion rate
  • Average delay duration
  • Projects at risk
  • Timeline accuracy

Analyzing Report Data​

Look For:

Red Flags:

  • Many overdue projects
  • Projects stuck in one stage
  • Uneven workload distribution
  • Low completion rates
  • Increasing project durations

Positive Indicators:

  • High on-time completion
  • Balanced team workload
  • Consistent project flow
  • Improving metrics
  • Meeting or exceeding goals

Trends to Monitor:

  • Month-over-month changes
  • Seasonal variations
  • Team performance patterns
  • Project type differences
  • Client-specific trends

Exporting Reports​

Export to Excel​

Export Excel

To Export Excel:

  1. Generate report with desired filters
  2. Click the Download icon (arrow down)
  3. File downloads automatically
  4. Open in Excel or Google Sheets

Excel Export Includes:

  • All visible columns
  • All rows (not just current page)
  • Applied filters documented
  • Export timestamp
  • Formatted tables

Excel Use Cases:

  • Further data analysis
  • Pivot tables and charts
  • Sharing with non-Trackr users
  • Archiving reports
  • Integration with other tools

Export to PDF​

To Export PDF:

  1. Generate report
  2. Click PDF icon
  3. PDF generates
  4. Download or print

PDF Export Includes:

  • Report title and filters
  • Table with all data
  • Page numbers
  • Export date
  • Company branding (if configured)

PDF Use Cases:

  • Executive presentations
  • Client reports
  • Formal documentation
  • Email attachments
  • Printing for meetings

To Print:

  1. Click Print icon
  2. Browser print dialog opens
  3. Select printer
  4. Adjust settings
  5. Print

Print Options:

  • Portrait or landscape
  • Page range
  • Color or black & white
  • Number of copies
  • Paper size

Advanced Reporting Features​

Custom Report Views​

Save Custom Views:

  1. Configure filters for common reports
  2. Click "Save View" (if available)
  3. Name the view
  4. Access quickly from dropdown

Example Custom Views:

  • "My Active Projects"
  • "Team Capacity Report"
  • "Monthly Completed Projects"
  • "High Priority Projects"
  • "Client X Projects"

Scheduled Reports​

Automate Report Generation:

Configuration:

  1. Set up report filters
  2. Enable "Schedule Report"
  3. Choose frequency:
    • Daily
    • Weekly (select day)
    • Monthly (select date)
  4. Select recipients
  5. Choose format (PDF/Excel)
  6. Save schedule

Recipients Receive:

  • Email with report attached
  • Consistent format
  • Always up-to-date data
  • No manual work required

Use Cases:

  • Weekly team status
  • Monthly executive summary
  • Daily operations brief
  • Client progress updates

Report Dashboards​

Create Visual Dashboards:

  • Combine multiple reports
  • Add charts and graphs
  • Display key metrics
  • Real-time updates
  • Share with stakeholders

Dashboard Widgets:

  • Project count by status
  • Team workload chart
  • Timeline compliance gauge
  • Completion trend graph
  • Top performers list

Report Best Practices​

Regular Reporting Schedule​

Daily Reports:

  • Current active projects
  • Today's deadlines
  • Overdue items
  • Quick team overview

Weekly Reports:

  • Completed projects
  • New projects started
  • Team performance
  • Upcoming deadlines
  • Issues and blockers

Monthly Reports:

  • Full project portfolio
  • Completion rates
  • Trend analysis
  • Budget vs actual
  • Strategic metrics

Quarterly Reports:

  • Comprehensive analysis
  • Goal achievement
  • Team performance review
  • Process improvements
  • Strategic planning data

Report Distribution​

Internal Distribution:

  • Team members: Daily/weekly updates
  • Managers: Weekly summaries
  • Executives: Monthly/quarterly reports
  • Stakeholders: Project-specific reports

External Distribution:

  • Clients: Progress updates
  • Partners: Collaboration metrics
  • Auditors: Compliance reports
  • Investors: Performance summaries

Data Accuracy​

Ensure Accurate Reports:

  1. Keep project data current
  2. Update task statuses promptly
  3. Maintain accurate dates
  4. Complete all required fields
  5. Review before distributing

Data Quality Checks:

  • Verify dates are logical
  • Check for data entry errors
  • Confirm calculations
  • Validate against source
  • Review outliers

Troubleshooting Reports​

Report Not Generating​

Issue: Report fails to load or show data

Solutions:

  1. Check filter settings
  2. Verify date range is valid
  3. Ensure data exists for criteria
  4. Try broader filters
  5. Refresh page
  6. Clear browser cache

Wrong Data in Report​

Issue: Report shows incorrect or unexpected data

Solutions:

  1. Verify filter selections
  2. Check date range
  3. Ensure proper status selected
  4. Review user filter
  5. Confirm project data is current
  6. Check for filter conflicts

Export Not Working​

Issue: Cannot export to Excel or PDF

Solutions:

  1. Check browser popup blocker
  2. Ensure sufficient disk space
  3. Try different browser
  4. Check file permissions
  5. Verify export format supported
  6. Contact administrator

Slow Report Performance​

Issue: Report takes long time to generate

Solutions:

  1. Narrow date range
  2. Select specific users
  3. Choose single status
  4. Reduce data volume
  5. Check system performance
  6. Schedule during off-hours

Summary​

Effective project reporting enables:

✅ Comprehensive visibility into all projects and operations
✅ Data-driven decisions based on actual performance
✅ Proactive management by identifying issues early
✅ Team accountability through transparent metrics
✅ Stakeholder confidence with regular, accurate updates
✅ Continuous improvement by analyzing trends
✅ Resource optimization through workload analysis

Master project reporting to transform data into actionable insights that drive success.