Jüulio™ provides a robust Reports function that enables businesses to monitor and analyze various aspects of their operations, from time and activities to financial management. This tutorial will guide you on how to access and utilize the different reports available in Jüulio™ to gain insights and make informed decisions.
Accessing the Reports Section
- Navigate to Reports: Log into your Jüulio™ account and select the ‘Reports’ section from the main menu. This area is dedicated to providing a comprehensive overview of all available reports.
Understanding Available Reports
- Overview of Reports:
- Time and Activities Report: This report tracks employee activities, including time spent on specific tasks or projects.
- Weekly Report: Provides a summary of all activities and outputs for the week, giving a quick glance at productivity and task completion.
- Absent URLs Report: Shows websites visited by employees during work hours, which may not be related to their tasks.
- Manual Time Edits Report: Tracks any changes made to time entries manually, ensuring transparency and accuracy in time tracking.
- Expenses Report: Details all expenses incurred, categorized by type, project, or department.
Using Date and Menu Selectors
- Filter Reports:
- Date Selector: At the top of the Reports section, use the date selector to define the period for which you want to view reports. You can select specific dates, weeks, months, or a custom range.
- Menu Options: Use the menu options to filter reports by project, team, employee, or date. This allows you to tailor the information to your specific needs and focus areas.
Viewing Financial Reports
- Project and Client Budget Reports:
- Project Budget: Access the project budget report to see if your projects are staying within the allocated budget. This report will show the actual spend versus the planned budget.
- Client Budget: Similar to the project budget report, the client budget report provides insights into whether you are over or under the budget for specific clients over a selected time frame.
Analyzing Budget Reports
- Interpreting Budget Overruns:
- Budget Overview: For each budget report, whether it’s project or client-specific, view detailed insights into where the budget was exceeded.
- Detailed Analysis: The reports provide a breakdown of costs, showing where you may need to adjust your spending or billing to stay on track.
Conclusion
The Reports function in Jüulio™ is a critical tool for businesses to monitor their operations closely and adjust strategies as needed. By utilizing these reports, you can ensure better financial management, enhance productivity, and maintain accountability across all levels of your organization. Follow this tutorial to effectively navigate and leverage the comprehensive reporting capabilities of Jüulio™.