Advanced Report Builder

Modified on Thu, 4 Jul at 3:54 PM

Create your own custom reports using our custom report builder.

Advanced reporting is pivot tables that dissect the information inside your Magnetic account.

Please note:

Our Advanced reporting tool does NOT do comparisons.
All information fields in Magnetic are available including custom fields and profitability data.

These are the types of reports you could create using the Advanced Reporting tool to get useful and detailed insight into various aspects of your Magnetic account:

Using Time Entries
- Tracked time per company for month
- How much of our time tracked for the year is billable per month?
- Billable and non-billable time tracked per user per month in MONEY
- How much billable/non-billable time has each department tracked?
For Opportunities and Jobs
- How much profit has each A.E. brought in over specified period?
- Which job types do you work on the most?
- Which client areas are making you the most profit?
For Tasks
- Tasks grouped by statuses in next 30 day
- Total assigned estimated effort on tasks per month per user
Item Types
- Income per item type
- Line item costs

Various sections in Advanced Reporting:

Filters applied (as seen in other reports).
Available fields to create the report from. These will include any custom fields you have set up,
The area to drag and drop row fields.
The area to drag and drop column fields.
Dropdown of options for how to summarise the values to display in the table.
Dropdown of options for how to display the report data (E.g. table or bar chart).
Report display.
Export to Excel - This is available for certain data views e.g when data is viewed in "table" form. (The export feature is not available for charts, graphs etc.)

How to populate your report:

Start by choosing your report base module e.g Time Entries, Tasks, Opportunities/Jobs or item types (as explained above)
Choose report type e.g table
To choose the fields you want to display in your report, you can simply drag them one by one from the left-hand column and drop it in the corresponding column next to it.
Your report will now start to populate as you start dragging and dropping your fields.
Choose your data type e.g count or sum (explained in the section below)
If you wish to export, simply click the export button.
You can also save and favourited a report for future use.

Here is a screenshot showing the columns available for populating your report (these columns will vary depending on the type of report chosen e.g Item types, task, jobs, accounts.). They can be dragged into the space on the right to populate on your report.

Dropdown Options for Data type:

Count	Most commonly used. Determine the total number of (a collection of items).
Sum	Most commonly used. The aggregate of two or more numbers, magnitudes, quantities, or particulars.
List/Count Unique Values	Lists value of subject fields. E.g.list comma-separated names or no of entries e.g. 28
Average	A number expressing the central or typical value in a set of data.
Minimum	Minimum value of a deal.
Maximum	Maximum value if a deal.

Dropdown options for types of tables/charts:

The data can be visualised in a number of ways:

Table: (Also know as a Pivot table)	A pivot table allows you to summarise data in multiple dimensions that you select by choosing fields to use on the x and y-axis that is displayed in a table. The value displayed in the table can be many different options such as the count of items found or the sum of a particular field.
Table Bar Chart	Table with a bar chart within each line.
Heat map:	Def: A heat map is a two-dimensional representation of data in which values are represented by colours. A simple heat map provides an immediate visual summary of information. More elaborate heat maps allow the viewer to understand complex data sets. Uses: use colour to communicate relationships between data values that would be would be much harder to understand if presented numerically in a spreadsheet. Agency example: viewing analytics data - time spent by various users per job. Two types: Row heat map and Column heat map. Row Heat map: Heat intensity is calculated for each cell with respect to its row only. Column Heat map: Heat intensity is calculated for each cell with respect to its column only.
Line Chart	Def: A line graph is a graphical display of information that changes continuously over time. A line graph may also be referred to a line chart. Within a line graph, there are points connecting the data to show a continuous change. Uses for agencies: Turnover over last few months. Or tracked time of users for each month.
Bar Chart	Def: a graph or chart that uses narrow columns of different heights to show and compare different amounts. Uses for agencies: Time tracked for users over different months.
Stacked Bar Chart	Def: A stacked bar chart is a graph that stacks the individual bars in a particular category on top of each other. This is good to compare the totals of all the items together in a category and still see the breakdown in each category.
Area Chart	Def: An area chart represents the change in one or more quantities over time. It is similar to a line graph. In both area charts and line graphs, data points are plotted and then connected by line segments to show the value of a quantity at several different times. Uses for agencies: line version of stacked bar chart. Same user case.
TSV Report	This is basically an Excel/CSV export option. Copy the text and paste into a blank Excel workbook. The text is a Tab Separated list of values and will also be able to be imported into other spreadsheet software.
Table with Subtotal Bar Chart	Two fields on the y-axis. Expand and collapse with triangles to see subtotalled columns.