How to Use Reports in Replicon and Polaris

Описание: Replicon offers many reports covering just about any kind of data. You can capture from the timesheet, time off booking, and expense sheet data to payroll project and resource data. In this video, I will give you an overview of how to use Replicon’s reports.

I'll cover the following:
Creating a report
Configuring a report
Running a report
Saving sharing
Publishing a report

Finally, I'll try to help you answer the question of what report I should use. You have two choices. When you use Replicon reports you can run one of the default reports listed on the reports page by clicking the report name or you can create a report based on a report template. Click the new report button to do this and select the name of a template.

So, which of these options should you choose? Default reports are based on report templates. You can see which template a default report is based on by clicking the settings button and looking in the top right-hand corner of the dialog that displays a report and a template.

You can enable and disable fields in default reports or templates so both can get you to the same place. That said many people will start with the default reports since they're set up to solve particular problems plus the reports page offers descriptions of the default reports which can help you decide which report to use.

So for example, if you wanted to have your total labor cost plus expenses for a project calculated automatically and included in a report you could create a custom column with the formula actual cost plus actual expense.

For more information about reports or to find the documents I mentioned a moment ago visit
www.replicon.com/help. Pick a role, administrators for example, and click reports in the side menu. If you need more help visit our community or contact our support team.

Thanks for watching our video!
Learn more about Replicon! https://www.replicon.com/
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Video Highlights:
00:00 Introduction
0:47 Creating a report
2:17 Configuring a report
5:35 Running a report
6:10 Saving, sharing and publishing a report
7:42 Usage of report
8:47 Conclusion

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#replicon #Polaris #timesheet #expense #payroll #timeoff