DocBoss offers a number of customizable internal reporting options to track each of your projects over time and gauge metrics to help you and your colleagues manage your projects more effectively.
Let’s take a look at some of them in more detail.
Access DocBoss reporting metrics features
Here’s how you access the metrics reporting to begin.
Settings >Reports > Project Metrics
Look for the Project Metrics link on the interface as shown below in the screenshot.
Below that we’ll take a look at how you can set parameters based on what you’d like to see.
Set the Parameters
Use any of the available filters to display the specific results you are looking for.
Choose the Range = The total timeline over which you wish to execute your search.
- If you end on a date halfway through the month, the data will be cut off at that date.
Group by Period = The results will include an entry for every period over the range.
- Week is Monday to Sunday. These will display as numbers (# week of the year).
- Quarter is Jan 1 – March 31, etc.. Will display as 2015-01 to 2015-03.
Included Target = you can choose to limit the results for transactions focused to a specific target. e.g if you choose the customer, only customer transmittals will be included in the analysis.
- If you choose ALL, then the results will be grouped together, AND provided as a segment for each target.
Output Format – Summary:
This output is delivered in a table format. Rows are the parameters, columns are the periods/source.
Output Format – By Project
This output contains a separate row for each unique combination of project + period + source. You will have to construct the tables for each project as you wish – generally by building a pivot table (with the parameters as rows, and periods across the top.)
For more on how to create pivot tables, check out this tutorial:
For more detail about the specific fields in the report, click here.
Currently, only one user can execute a search at a time. The results are downloaded in CSV files – but if you open in Excel, you will be able to see the result sets as defined above. We suggest you save the results as Excel files.
Required User Permissions
It is permission dependent, so if you don’t see the link, please contact your administrator.
For more information on DocBoss reporting, click here for additional resources.