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Reports

Report by employee

Collabox’s employee report, a management tool that is essential to your company’s performance.

Do you feel like you’ve been focusing on the same project for the past three months? Wondering how Marie fills her working hours? Do you think the distribution of work is inequitable between departments?

Take stock with Collabox’s employee report! It is designed to let you choose which information to put forward .

The report by employee

First, click on the Reports icon, located in the horizontal menu at the top of the screen. You will land directly on the right page.

Image showing the main menu of Collabox. The cursor points to the Reports function.

The report is produced in 3 stages:

  1. Determine the time period that will be covered by the report using the drop-down menus or the calendar.
  2. Choose whether the report will cover all employees or a specific employee by selecting the desired option from the drop-down menu.
  3. Select the type of report you want to produce (report by employee, total project hours or sum of services), then check the boxes for the parameters you need.
Example of the employee report home page. It shows all the fields to be ticked to display the desired report.

Don’t forget to click on the View Report button when you’re done! The personal report is identical, except that it is designed for the employee only. The latter has no access to his colleagues’ data!

Option: report on total project hours

If you tick this box,the report will then show the projects each employee has worked on, the amount of time they have spent on them individually, and the proportion (in %) of their time that projects have occupied.

Sum of services

As the name suggests, if you check the box for sum of departments, the report will be structured according to your company’s departments. It lists the departments each employee worked for, the number of hours spent on each, and the billable amounts worked per department.

Note: The above examples were created from the basic settings and the selection of all employees. Depending on the options you choose to create your report, it may contain more or less items.

Watch several videos on our Youtube channel and visit our Tips and Tricks section in the Blog to continue your Collabox configuration!

If you have any questions, please contact us and we will be happy to answer you.

info@collabox.com (418) 907-9274