Extranet & Project Management Reports:

The Hot Project Extranet allows you to generate Reports which will give you insight into your business.

There are 3 main types of reports:
- Summary Reports
- User Reports
- Project reports

Summary Reports

Summary Reports are found by clicking on ‘Reports’ in the top navigation.

There are a variety of reports available, ranging from general Project info, File Uploads, Task info and Usage info.

The reports are customised so that Clients can only see information on Projects that they are invited to. 

User Reports

User Reports are available only to ‘Agency’ users. (Admin, Designers)

User Reports give you in-depth information on how users are interacting with your Projects.

User Reports have the following filters:
- Date range
- Clients
- Time Interval
--None (Aggregate)
--Month
--Week
--Day

User Reports:

To Create a User Report:

1. Click ‘Reports’ on the Top Navigation
2. Click ‘User Report’
3. Enter a ‘From’ date and a ‘To’ date
4. Choose a Client Filter
a. All
b. Specific client
5. Choose a Time Filter
a. None (Aggregate)
b. Month
c. Week
d. Day
6. Click ‘Generate Report’
a. Depending on the complexity, the report can take up to 30 secs to generate. 
7. Depending on the data available, you will receive a Graph and a table of Data
8. Click ‘Download Data’ to download the report data in an Excel Format
a. Depending on complexity, this may take 30 secs to generate

Project Reports:

Project Reports are available only to ‘Agency’ users. (Admin, Designers)

Project Reports give you in-depth information on utilization within your Projects in terms of:
- File uploads
- Task Time by:
o Time
o Type

Project  Reports have the following filters:
- Date range
- Clients
o All
o Single
- Time Interval
o None (Aggregate)
o Month
o Week
o Day

To Create a Project Report:

1. Click ‘Reports’ on the Top Navigation
2. Click ‘Project Report’
3. Enter a ‘From’ date and a ‘To’ date
a. Roll over ‘Show Calendar’ to show the ‘PopUp’ calendar
b. Navigate to the desired dates and click on the days you desire
4. Choose a Client Filter
a. All
b. Specific client
5. Choose a Time Filter
a. None (Aggregate)
b. Month
c. Week
d. Day
6. Click ‘Generate Report’
a. Depending on the complexity, the report can take up to 30 secs to generate.
7. Depending on the data available, you will receive a Graph and a table of Data
8. Click ‘Download Data’ to download the report data in an Excel Format
a. Depending on complexity, this may take 30 secs to generate