1. Administrator Guide
  2. Reports
  3. Frequently Asked Questions (FAQs)

Frequently Asked Questions (FAQs)

What are the differences between the types of reports and how would I use them?

Refer to the following descriptions:

  • Summary reports (also called Crosstabbed reports in the Report Management and Editor tools) provide a great deal of flexibility in reporting. You are able to subtotal on many fields and incorporate fields from different applications into the reports.

  • Detail reports (also called Tabular reports in the Report Management and Editor tools) concentrate on specific entities within the applications and you can customize the reports to your needs. For example, you can create a report on project details or invoice details based on the information available within the entity you select.

  • Advanced reports are standard reports provided by OpenAir. You have the option to modify some parameters within the report.

  • Drill Down reports are used to provide specialized reporting on hierarchies you have set up in your OpenAir account such as employee country, state, and project regions. The Drill Down tab is an optional feature that is enabled unless you check the Hide the 'Drill down' reports tab option under the Reporting Options. See Reporting Options.

  • The Saved Reports tab shows customized reports that you or others in your company have created in your OpenAir account. These are used in the charts and graphs you display in the Home application.