Reporting & Analytics

Overview #

Corcava’s reporting and analytics system provides comprehensive insights into project performance, team productivity, and time utilization. Based on thorough code analysis, the system includes time tracking display on Kanban boards, detailed financial reporting, team performance metrics, and specialized reports for invoicing and project management.

Understanding these reporting features will help you make data-driven decisions about project management, team performance, and business operations.

Project Reports – Progress Tracking and Completion Rates #

Dashboard Project Analytics #

Project Management Widgets:

Based on DashboardService analysis, the system provides:

Project Metrics:

• Projects Count – Number of projects created within date range
• Time to Week – Total time tracked across projects for the week
• Total Members – Count of team members working on projects
• Project Performance – Time and task completion analytics

Project Time Analysis:

• withTimeIntervalData() – Project scope with time interval calculations
• Total Time Calculation – SUM of TIMESTAMPDIFF for project time totals
• Percentage Calculations – Project time as percentage of total team time
• Date Range Filtering – Customizable date ranges for project analysis

Project Performance Reports #

Project Analytics Implementation:

Based on code analysis, projects include sophisticated time and task analytics:

Time-Based Project Reports:

• Total Time Tracking – See total hours spent on each project
• Time Percentage Analysis – Understand what percentage of team time each project consumes
• Historical Time Data – View time investment over custom date ranges
• Time Format Display – Time shown in easy-to-read hours, minutes, seconds format

Task-Based Project Reports:

• Task Count Analysis – See how many tasks were created and completed per project
• Task Completion Rates – Understand project productivity and task throughput
• Project Comparison – Compare task activity across different projects
• Progress Tracking – Monitor project advancement through task completion metrics

Project Reporting Benefits:

✅ Time Tracking Integration – Direct connection with time interval data ✅ Percentage Analysis – Project time as percentage of total team effort ✅ Task Completion Metrics – Number of tasks created and completed per project ✅ Date Range Flexibility – Customizable reporting periods

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Task Analytics – Time Spent Display on Kanban Boards #

Task Time Display Implementation #

Kanban Board Time Display:

You’re absolutely right! The system displays tracked time directly on task cards:

Task Card Time Display:

• Visible Time Tracking – Each task card shows “Tracked Time: HH:MM:SS”
• Automatic Calculation – Time automatically calculated from all time intervals
• Real-Time Updates – Time display updates as team members track work
• Professional Format – Time displayed in clear hours:minutes:seconds format

Task Analytics Features #

Real-Time Task Analytics:

• Tracked Time Display – Shows total time spent on each task directly on task cards
• Time Format – Time displayed in HH:MM:SS format (SEC_TO_TIME conversion)
• User-Specific Time – Time tracking filtered by user when appropriate
• Automatic Calculation – Time automatically calculated and updated
• Board Integration – Time display integrated into Kanban board interface

Task Time Analytics:

Based on TaskService analysis:

• getDoneTasks() – Get tasks completed on specific day
• getTasksWorkedOn() – Get tasks with time tracked on specific day
• getTasksCreated() – Get tasks created on specific day
• getTaskTime() – Get time spent on specific tasks for specific day

Task Analytics Benefits:

✅ Visual Time Tracking – Immediate visibility of time investment on task cards ✅ Real-Time Updates – Time display updates as work progresses ✅ User-Specific Views – Time tracking respects user permissions and assignments ✅ Historical Preservation – Time data maintained even in archived tasks

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Team Performance – Individual and Team Productivity Metrics #

Team Analytics Implementation #

Team Performance Metrics:

Based on User model and ReportService analysis:

Individual User Metrics:

• withTotalSeconds() – User scope with total time calculations for date ranges
• withTotalExpenses() – User expense calculations based on pay rates
• withHoursPerDeal() – Time investment per deal for sales team members
• withPricePerLead() – Cost analysis per lead generated

Team-Level Analytics:

• Individual Time Totals – See total time tracked by each team member
• Team Time Distribution – Understand how team time is allocated across members
• Productivity Comparison – Compare individual productivity across team
• Time Period Analysis – View team performance over custom date ranges

Performance Reporting Features #

Team Performance Analysis:

• User Time Tracking – Individual time tracking and productivity metrics
• Comparative Analysis – Team member performance comparison
• Project Assignment Impact – Performance analysis based on project assignments
• Role-Based Metrics – Different metrics for different user roles

Financial Performance Integration:

• Pay Rate Integration – Team costs calculated using pay rates
• Bill Rate Analysis – Revenue generation analysis per team member
• Profitability Metrics – Cost vs revenue analysis for team performance
• Currency Support – Multi-currency financial analysis

Team Performance Benefits:

✅ Individual Tracking – Detailed metrics for each team member ✅ Comparative Analysis – Compare performance across team members ✅ Financial Integration – Connect time tracking with financial performance ✅ Role-Appropriate Metrics – Different analytics for different user roles

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Time Reports – Detailed Time Analysis and Billing #

Time Reporting System #

Time Interval Service:

Based on TimeIntervalService analysis, the system provides comprehensive time reporting:

Time Report Types:
Client Invoice Reports:

• getTimeIntervalsForClientInvoice() – Time intervals for client billing
• Bill Rate Integration – Time calculations with bill rates for client invoicing
• Project-Specific Reporting – Time reports filtered by project and client
• Date Range Reporting – Flexible date range selection for reporting

Team Invoice Reports:

• getTimeIntervalsForTeamInvoice() – Time intervals for team payroll
• Pay Rate Integration – Team cost calculations using pay rates
• User-Specific Reporting – Individual team member time reports
• Currency Conversion – Multi-currency time and cost reporting

Uninvoiced Time Reports:

• getUnInvoicedFromTeam() – Time worked but not yet invoiced to clients
• getUnInvoicedToClients() – Time that needs to be billed to clients
• Financial Gap Analysis – Identify unbilled time and revenue opportunities

Time Reporting Features #

Detailed Time Analysis:

• Daily Time Breakdown – Time intervals grouped by date
• Project Time Allocation – Time distribution across projects
• User Time Distribution – Individual team member time analysis
• Task-Level Time Tracking – Time associated with specific tasks

Time Reporting Calculations:

• Automatic Time Formatting – Time automatically converted to readable format
• Rate Integration – Time calculations include pay rates and bill rates
• Currency Conversion – Multi-currency calculations for international teams
• Precision Tracking – Accurate time calculations down to the second

Time Reporting Benefits:

✅ Accurate Billing – Precise time tracking for client billing ✅ Team Cost Analysis – Understanding team costs and profitability ✅ Uninvoiced Time Tracking – Identify revenue opportunities ✅ Multi-Currency Support – International time and cost reporting

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Custom Reports – Generate Reports for Clients and Stakeholders #

Report Generation System #

Report Generation System:

The system provides comprehensive reporting capabilities:

Available Report Types:
Main Reports Dashboard:

• Report/Index – Main reporting interface with filtering options
• Client Selection – Filter reports by specific clients
• Project Selection – Filter reports by specific projects
• Member Selection – Filter reports by specific team members
• Date Range Selection – Customizable date ranges for all reports

Specialized Reports:
Uninvoiced Reports:

• UninvoicedFromTeam – Time worked by team but not yet invoiced
• UninvoicedToClients – Time that should be billed to clients
• Financial Gap Analysis – Revenue opportunities and billing gaps

Client Portal Reports:

• Client Portal Reports – Dedicated reporting interface for client portal
• Client-Specific Data – Reports filtered to client’s projects only
• Professional Presentation – Client-appropriate report formatting

Report Filtering and Customization #

Filter Options:

Based on getSelectOptions() analysis:

Available Filters:

• Clients – Filter by company_name, ordered alphabetically
• Projects – Filter by project name, team-scoped
• Members – Filter by team members (admin access only)
• Date Ranges – Custom start and end date selection
• Group By Options – Group reports by project, user, or other criteria

Permission-Based Filtering:

• Admin Access – Full access to all clients, projects, and members
• Limited User Access – Only see assigned projects and related data
• Client Access – Clients see only their own project data
• Team Isolation – All reports scoped to team membership

Custom Report Features #

Chart Integration:

• chartAjaxFilters() – AJAX endpoint for dynamic chart data
• Chart Information – Visual charts based on time and project data
• Total Data Summaries – Aggregate data for chart display
• Interactive Filtering – Real-time chart updates based on filter selection

AI Report Integration:

• aireport() – AI-generated team summaries
• AI Team Summaries – Intelligent analysis of team performance and insights
• Key-Based Access – Secure access to AI-generated insights

Custom Report Benefits:

✅ Flexible Filtering – Multiple filter options for customized reports ✅ Professional Presentation – Client-appropriate report formatting ✅ Real-Time Data – Reports based on current time tracking data ✅ Permission Respect – Reports respect user access permissions ✅ Export Capabilities – Data formatted for further analysis

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Getting Started with Reporting #

Quick Start Guide #

Step 1: View Task Time on Boards

1. Navigate to any project board 2. Look at task cards to see “Tracked Time” display 3. Notice time format (HH:MM:SS) showing total time spent 4. Understand that time updates as team members track time

Step 2: Access Main Reports

1. Navigate to Reports section 2. Select date range for analysis 3. Choose filters for clients, projects, or members 4. Review chart data and summary information

Step 3: Generate Specialized Reports

1. Access uninvoiced reports to identify billing opportunities 2. Use client portal reports for client communication 3. Review team performance metrics for productivity analysis 4. Export data for further analysis or presentation

Reporting Best Practices #

✅ Regular Review – Check reports regularly for project and team insights ✅ Date Range Selection – Use appropriate date ranges for meaningful analysis ✅ Filter Utilization – Use filters to focus on specific aspects of performance ✅ Client Communication – Use client portal reports for transparent communication ✅ Financial Tracking – Monitor uninvoiced time for revenue optimization

Common Reporting Patterns #

Weekly Team Reviews:

• Team Performance – Review individual and team productivity metrics
• Project Progress – Analyze project time allocation and completion rates
• Financial Analysis – Review billed vs unbilled time and revenue opportunities
• Client Updates – Generate client-specific progress reports

Monthly Business Analysis:

• Financial Performance – Comprehensive financial analysis and profitability
• Team Productivity – Long-term productivity trends and improvements
• Client Relationships – Client-specific performance and satisfaction analysis
• Business Intelligence – Strategic insights for business growth and optimization

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Troubleshooting Reporting Issues #

Common Problems #

Time Not Displaying on Task Cards:

• Time Tracking – Verify time has been tracked for the task
• Task Assignment – Ensure task is properly assigned to project and board
• Permission Issues – Check that you have permission to see task details
• Data Refresh – Try refreshing the board to see latest time data

Reports Not Loading:

• Permission Check – Verify you have report viewing permissions
• Date Range – Ensure date range selection is valid
• Filter Issues – Check that selected filters have associated data
• Browser Issues – Try refreshing page or clearing browser cache

Missing Data in Reports:

• Team Scope – Remember reports are limited to your team’s data
• Permission Limitations – Reports respect your access permissions
• Date Range – Verify date range includes the data you expect to see
• Filter Settings – Check that filters aren’t excluding expected data

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Next Steps #

Now that you understand reporting and analytics, you’re ready to explore:

• [Best Practices & Workflows](best-practices.md) – Recommended project management approaches
• [Troubleshooting & FAQs](troubleshooting-faqs.md) – Common issues and solutions
• [Integration with Other Modules](integration-modules.md) – How project management connects with other Corcava features

Remember: Corcava’s reporting system is designed to provide actionable insights into your project management activities. The time tracking display on Kanban boards gives you immediate visibility into task investment, while the comprehensive reporting system provides detailed analysis for business intelligence and client communication.