Rapports et analyses

Aperçu

Le système de rapports et d'analyses de Corcava fournit une vue détaillée sur la performance des projets, la productivité de l'équipe et l'utilisation du temps. D'après l'analyse du code, le système inclut l'affichage du temps sur les tableaux Kanban, les rapports financiers, les indicateurs de performance d'équipe et des rapports dédiés à la facturation et à la gestion de projet.

Comprendre ces fonctionnalités de reporting aide à prendre des décisions basées sur les données pour la gestion de projet, la performance d'équipe et les opérations.

Rapports projet — Suivi de l'avancement et taux de réalisation

Analyses projet du tableau de bord

Widgets de gestion de projet : D'après l'analyse du DashboardService, le système fournit :

Métriques projet :

Nombre de projets — Projets créés dans la plage de dates
Temps de la semaine — Temps total enregistré sur les projets pour la semaine
Membres totaux — Nombre de membres travaillant sur les projets
Performance projet — Analyses de temps et de réalisation des tâches

Analyse du temps par projet :

withTimeIntervalData() — Périmètre projet avec calcul des intervalles de temps
Calcul du temps total — SUM de TIMESTAMPDIFF pour les totaux par projet
Calculs en pourcentage — Temps projet en pourcentage du temps total de l'équipe
Filtrage par période — Plages de dates personnalisables pour l'analyse

Rapports de performance projet

Implémentation des analyses : D'après l'analyse du code, les projets incluent des analyses de temps et de tâches :

Rapports basés sur le temps :

Temps total — Voir les heures passées sur chaque projet
Analyse en pourcentage — Part du temps d'équipe par projet
Données historiques — Voir l'investissement en temps sur des périodes personnalisées
Format d'affichage — Temps affiché en heures, minutes, secondes

Rapports basés sur les tâches :

Nombre de tâches — Tâches créées et terminées par projet
Taux de réalisation — Productivité et débit des tâches
Comparaison entre projets — Comparer l'activité des tâches entre projets
Suivi de l'avancement — Avancement via les métriques de réalisation

Avantages des rapports projet : ✅ Intégration du suivi du temps — Lien direct avec les intervalles de temps
✅ Analyse en pourcentage — Temps projet en part de l'effort total
✅ Métriques de réalisation — Nombre de tâches créées et terminées par projet
✅ Périodes flexibles — Périodes de rapport personnalisables

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

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

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

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

Getting Started with Reporting

Quick Start Guide

Step 1: View Task Time on Boards

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

Step 2: Access Main Reports

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

Step 3: Generate Specialized Reports

Access uninvoiced reports to identify billing opportunities
Use client portal reports for client communication
Review team performance metrics for productivity analysis
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

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

Next Steps

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

Best Practices & Workflows - Recommended project management approaches
Integration with Other Modules - 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.