Reports
The OpenAir Reports application provides employees who have the appropriate privileges the ability to create and run a wide variety of reports based on your company's configuration. OpenAir provides a robust and flexible reporting environment. You are able to choose the fields you wish to see and the order in which they are displayed, along with the ability to filter the data.
There are four general types of reports: Summary, Detail, Advanced and Drill Down (optional). These four report types and their uses are described as follows.
Summary Reports
Summary reports give you access to report information across OpenAir such as reporting Timesheet entries along with Invoice information and Project revenue recognition. Reports are created by selecting a base report then completing the report form to configure the options for report generation. Selecting a base entity under the application specific context, rather than Account-wide, will limit the available values to only those in that application. Summary reports provide subtotal capability and flexible data filtering as well as inclusion of custom calculations in your OpenAir account. See Custom Calculations Overview.
Columns can be locked in Summary Reports which do not contain a subtotal.
If the option to lock columns isn’t available, navigate to User Center > Personal Settings and make sure that the following settings are enabled: Anchor column titles at top of page when scrolling vertically and Enable anchoring of left columns when scrolling horizontally. Then, navigate to Administration > Global Settings > Display > Interface: Display and make sure that the setting Enable dynamically collapsible sections in hierarchy lists is disabled.
If column locking is not available in Summary Reports because they contain a subtotal, you can add at least one detail field to the Report and run it. This will make anchoring available even in Summary Reports with subtotals.
Detail Reports
Detail reports give you access to report information within specific applications or tables such as Employee information. Some information may be rolled-up for a basic sub-total function, but in general, reports in the Detail tab are used to report specific fields for a single object. Calculations are not performed in detail reports and the intended use of these reports is to provide list values of data.
Advanced Reports
Advanced reports provide pre-configured OpenAir reports that have specific functionality and formatting built in. The options for report configuration are generally limited. Key reports in this area include: Pending billings and Pending recognition reports, Timesheet status, Accounts receivable, and a variety of resources utilization reports.
Drill Down Reports
Drill down reports are useful if you are using Hierarchies with multiple levels in your company's environment. You can create reports by selecting the specific Hierarchy and Level within the hierarchy. You will also need to provide a Time period-Dates, the Application for which the hierarchy is associated, Data values and Other options. See Hierarchy.
The Drill Down tab is an optional feature that is enabled unless you select the Hide the 'Drill down' reports tab available in Reporting Options. See Reporting Options.