To access the Resource Availability Report:

1. Go to Modules Menu Icon > Project Management > Approvals> Personnel Booking Approvals. Then click inside in Resource Availability Report. Alternatively, go to Modules Menu Icon  >Reports & Analytics > Analytics > Resource Availability Analysis.

It is also available through People Dashboard in the Actions button.

2. Select the Mode you wish to check Available Hours (Daily, Weekly, Monthly), the Dates range, filter by Functional Group, Division, Services or Employee.
3. Click on Fetch Report to get results.

In the results displayed, you have the following information available:

• The already booked hours for that Date/Week/Month that have been assigned and approved for the Personnel from the Project Manager and Resource Manager, respectively. Hover your mouse above them to view how many hours are populated in each Project.
• The available hours, inside the brackets (), for that Date/Week/Month, which takes into account the user’s Absences and Public Holidays.
• The totals of already booked and available hours per employee or per Date/Week/Month.
• In green, there is the date range, where booked hours are less than the capacity; in red, there is the date range, where booked hours are more than the capacity.

The post Projects Reports and Analytics (Resource Availability Analysis) appeared first on Comidor Low-code Automation Platform.

• Utilization to load
• Account Timecards
• Process Timecards
• Project Timecards

These units enable Manager(s) and Project Manager(s) get informed about the workload of their team.

Utilization to Load

Utilization to Load Unit helps Manager(s) and Team Leaders to be aware of their personnel workload in order to approve or not personnel booking requests.

To access Utilization load go to Modules Menu Icon > Reports & Analytics > Timecards >User Load.

The Utilization to load consists of Filters area and a Weekly Calendar into which you can only view the workload of your team in:

• daily Tasks
• specific Processes with their SubProcesses-Workpackages (if any)
• as Day Percentage Utilization, Week Percentage Utilization, Month Percentage Utilization

Keep in mind that you can view data for the people added in a group in Organizational Chart, where you are a Team Leader.

Filters allow you to view only the workload you want based on:

• Business Organization criteria (Functional Groups, Divisions, Offices)
• User Name, User Team (provided that you are a team leader at least in one group in Organizational Chart), Exclude myself option
• Processes criteria (Type, Process Name, Business Function-Category, Process current State, Process related Account, Show Only Scheduled/Booked-and not actual)
• User Load (Type Booked hours vs Actual or Type Scheduled hours vs Actual)
• Show or not to show weekends

Hide empty rows checkbox allow you to view only the users who have tasks or see all the users.

Clear button erases all the used filters, while the Fetch button displays the respective results.

Anytime you wish, you can hide the filters clicking on the respective Filter icon to focus on the results displayed at the below Weekly Calendar. If you want to apply different filters, you can click on the plus icon, change them and click Fetch.

You may navigate to a different view by pressing small Calendar and select the Date or by left-right arrows.

Yearly view is also available.

Account Timecards

Account Timecards Unit helps Manager(s) and Team Leaders to be aware of all Tasks that have been added below an Account.

To access Account Timecards go to Modules Menu Icon > Reports & Analytics > Timecards >Account Timecards.

The Account Timecards unit consists of Filters area and a Weekly Calendar into which you can only view the workload of your team.

Keep in mind that you can view data for the people added in a group in Organizational Chart, where you are a Team Leader.

Filters allow you to view only the workload you want based on:

• Account criteria (Category, Name)
• Tasks criteria (Work Type, Task current State)

Hide empty rows checkbox allow you to view only the users who have tasks or see all the users.

Clear button erases all the used filters, while Fetch button displays the respective results.

Anytime you wish, you can hide the filters clicking on the respective Filter icon to focus on the results displayed at the below Weekly Calendar. If you want to apply different filters, you can click on the plus icon, change them and click Fetch.

In the Timecard displayed you may see the Scheduled and Actual duration of Tasks, as populated in different Accounts.

Scheduled Tasks are displayed in Yellow, Running in Blue, Completed in Green.

Public holidays are displayed as blue highlighted day column.

Tasks can be added from this point, as well. Usually, Tasks are added via Quick Add: Task, Timesheet, Workbench, Calendar or from Process’s inside.

Still, hovering your mouse above a Cell, a “New” icon is displayed to click on.

By pressing it, you have to fill the Quick Add: Task field:

• Give a Title and the Task type
• Select the User to whom the Task will be assigned to
• The state can be Scheduled or Running, Completed, etc.
• Set up the Scheduling details such as Scheduled Start and End Dates and Times, Scheduled duration
• An account is already related based on the related cell you have clicked on
• Responsible Group is pre-selected to the group you are a member of; you can switch it to the group you think has the accountability of this Task
• Check the Out of Office checkbox, if needed
• Add a Description and Save it.

Process Timecards

Process Timecards Unit helps Manager(s) and Team Leaders to be aware of all Tasks that have been added below a Process.

To access Process Timecards go to Modules Menu Icon > Reports & Analytics > Timecards >Process Timecards.

The Process Timecards unit consists of Filters area and a Weekly Calendar into which you can only view the workload of your team.

Keep in mind that you can view data for the people added in a group in Organizational Chart, where you are a Team Leader.

Filters allow you to view only the workload you want based on:

• Process criteria (State)
• Tasks criteria (Work Type, Task current State)

Hide empty rows checkbox allow you to view only the users who have tasks or see all the users.

Clear button erases all the used filters, while Fetch button displays the respective results.

Anytime you wish, you can hide the filters clicking on the respective Filter icon to focus on the results displayed at the below Weekly Calendar. If you want to apply different filters, you can click on the plus icon, change them and click Fetch.

In the Timecard displayed you may see the Scheduled and Actual duration of Tasks, as populated in different Processes.

Scheduled Tasks are displayed in Yellow, Running in Blue, Completed in Green.

Public holidays are displayed as blue highlighted day column.

Tasks can be added from this point, as well. Usually, Tasks are added via Quick Add: Task, Timesheet, Workbench, Calendar or from Process’s inside.

Still, hovering your mouse above a Cell, a “New” icon is displayed to click on.

By pressing it, you have to fill the Quick Add: Task field:

• Give a Title and the Task type
• Select the User to whom the Task will be assigned to
• The state can be Scheduled or Running, Completed, etc.
• Set up the Scheduling details such as Scheduled Start and End Dates and Times, Scheduled duration
• The process is already related based on the related cell you have clicked on
• An account is already related based on the related cell you have clicked on
• Responsible Group is pre-selected to the group you are a member of; you can switch it to the group you think has the accountability of this Task
• Check the Out of Office checkbox, if needed
• Add a Description and Save it.

Project Timecards

Projects Timecards Unit helps Manager(s) and Team Leaders to be aware of all Tasks that have been added below a Project.

To access Projects Timecards go to Modules Menu Icon > Reports & Analytics > Timecards >Project Timecards.

The Projects Timecards unit consists of Filters area and a Weekly Calendar into which you can only view the workload of your team.

Keep in mind that you can view data for the people added in a group in Organizational Chart, where you are a Team Leader.

Filters allow you to view only the workload you want based on:

• your Role (Resource Manager, Team Leader, Project Manager)
• Project/Workpackage criteria (State)
• Tasks criteria (User (assignee), Work Type, Task current State)

Hide empty rows checkbox allow you to view only the users who have tasks or see all the users.

Clear button erases all the used filters, while Fetch button displays the respective results.

Anytime you wish, you can hide the filters clicking on the respective Filter icon to focus on the results displayed at the below Weekly Calendar. If you want to apply different filters, you can click on the plus icon, change them and click Fetch.

In the Timecard displayed you may see the Scheduled and Actual duration of Tasks, as populated in different Projects.

Scheduled Tasks are displayed in Yellow, Running in Blue, Completed in Green.

Public holidays are displayed as blue highlighted day column.

Tasks can be added from this point, as well. Usually, Tasks are added via Quick Add: Task, Timesheet, Workbench, Calendar or from Process’s inside.

Still, hovering your mouse above a Cell, a “New” icon is displayed to click on.

By pressing it, you have to fill the Quick Add: Task field:

• Give a Title and the Task type
• Select the User to whom the Task will be assigned to
• The state can be Scheduled or Running, Completed, etc.
• Set up the Scheduling details such as Scheduled Start and End Dates and Times, Scheduled duration
• The process is already related based on the related cell you have clicked on
• related Account
• Responsible Group is pre-selected to the group you are a member of; you can switch it to the group you think has the accountability of this Task
• Check the Out of Office checkbox, if needed
• Add a Description and Save it.

The post Reports & Analytics – Timecards (User Load, Account – Process – Project Timecards) appeared first on Comidor Low-code Automation Platform.

• Record all the income of your company in the Income unit.
• Get a graphic chart for the Income on a yearly and monthly basis.
• Create reports per category and per month for the current year.
• Two more diagrams are available, the Balance and Cashflow charts. The first compares the Income and Expenses on a yearly and monthly basis, whereas the second compares the Cash In and Cash Out on a yearly and monthly basis.
• Two reports are available for the Accounting Automation unit, the Budgeting Reports and the Cashflow Reports. The Budgeting report creates Budget Expenses and Income per month reports, whereas the latter creates an overview of the Cash flow per month data.

Income

Create an Income

1. Go to Packages Icon > Accounting Automation > Income.
2. Click on the ‘+’ button at the top of the screen to open the Create Form.
3. Fill in the Basic Information of the record.
   • Set a title for the income.
   • Fill in the date of it or click on it to select the date. By default, the current date is suggested.
   • Search for an Accounting code and select or add a new one. See how to add Categories in Data Management.
   • You can also set an Account Region, a Product category, and the Salesperson to link with this Income.
4. Fill in the financial information.
   • Income is the net value of the amount.
   • Debit is the net value plus the VAT of the amount.
   • Cash in is the received amount.
5. Each Income may have its core relations. So, you can Link this income with an Account, a related Process, and a Contract. Type some related letters and click on them to find an entity you want from this point.
6. Click on either Save to save the income or Save and New to save the income and add a new one, or click on Cancel to close the create form and go back to the table of incomes.

View an Income

1. Go to Packages Icon > Accounting Automation > Income.
2. Click on an income to view its details.
3. View the Summary of the income.
   • Hover your mouse over the Account’s, Process’ and Contract’s name and click on to open the specific account/process/contract

Edit an Income

1. Go to Packages Icon > Accounting Automation > Income.
2. Click on the income you want to edit.
3. Click on the Edit Button to open the edit form.
4. Edit the information you want and click on:
   • Save to save the changes and close the edit form.
   • Cancel to close the edit form without saving.

Actions in an Income

1. Go to Packages Icon > Accounting Automation > Income.
2. Click on an income to view it.
3. Click on the Actions Button in the income and a list of options appears. Choose:

• • Delete to delete the income (Delete an Income)
  • Print to open the income in a new tab so that you can print it. Follow your browser’s default printing procedure.
  • Notify to notify specific Comidor groups or Comidor users or external recipients via email (Notifications).
  • Link with to Link the income with other entities. Follow the procedure of Link With.
  • Copy as to copy the income with the same information and its relations or edit the information you want and click on:
    

• • • Save to save the copied income.
    • Cancel to close the Create a copy form without saving.

• • Rights to View Rights & Change Rights of an Income. By default the View Rights and the Change Rights are internal.

• • • Select the State of the View & Change Rights
    • Select the Groups and/or the Users to Allow/Restrict
    • Press the Save button to save the changes or the Cancel button to exit the Rights box.

• • Click on the Links and view everything that is linked to this income or follow the Link with Procedure
  • Click on the Tags to view all the tags of this income or follow the Tags Procedure.

Managing a Group of Incomes

1. Go to Packages Icon > Accounting Automation > Income.
2. Click on the CheckBoxes of the incomes you want to manage and a list of options appears. Choose:
   • Delete to delete the incomes (Delete a group of incomes).
   • Link with to Link the incomes with other entities. Follow the procedure of Link With.
   • Copy as to make a copy of the selected incomes with the information and relations.

Actions in the Income Table

1. Go to Packages Icon > Accounting Automation > Income
2. Click on the Actions Button of the income table and a list of options appears. Choose:

• • Comparison to get a graphic chart for the net income and cash on a yearly and monthly basis.
    
  • Cashflow to get a graphic chart for the Cash in and Cash out on a yearly and monthly basis.

• • Balance to get a graphic chart for the income and expenses on a yearly and monthly basis.

• • Reports and the Unit Income Reports opens.
    • In this Unit, you can get Reports per Income(s) according to the Filters that you have set.
    • Set the Filters by following the procedure Set Filters.
    • Click on the kind of Report you want to get.
    • Each time you click on a Report a new table is appended.
    • If you choose Income per month you get a report of the sum of the incomes per month.
    • If you choose Income per accounting code you get a report of the incomes per accounting code.

• • • Report Actions

1. 1. 1. 1. Click Graph and get a Graph of your Report (Chart).
         2. Click Print to open the report in a new tab so that you can print it. Follow your browser’s default printing procedure.
         3. Click Export to open the report in a new tab and save it as a DOC or XLS file.
         4. Click on the X button to close the report.

• • Export to open the Incomes in an MS Excel file.

1. 1. 1. A pop-up window appears.
      2. Select All pages or Current Page.
      3. Click on OK to open an MS Excel File or Cancel to go back to the view form or close the window entirely with the X button.
      4. Make sure that your browser doesn’t block the pop-ups.

• • Print to open the incomes’ table in a new tab so that you can print it. Follow your browser’s default printing procedure.
    • Make sure that your browser doesn’t block the pop-ups.

Expenses

Create an Expense

1. Go to Packages Icon > Accounting Automation > Expenses.
2. Click on the ‘+’ button at the top of the screen to open the Create Form.
3. Fill in the basic information of the new record.
   • Set a title for the Expense.
   • Fill in the date or click on the calendar to select the date. By default, the current date is suggested.
   • Search for an Accounting code and select it or add a new one. See how to add Categories in Data Management.
4. Fill in the financial information.
   • Expenses are the net value of the expense.
   • Credit is the net value plus the VAT of the expense.
   • Cash-out is the amount that you have paid.
5. Each Expense may have its core relations. So, you can Link this income with an Account, a related Process, and a Contract. Type some related letters and click on them to find an entity you want from this point.
6. Click on either Save to save the Expense or Save and New to save the Expense and add a new one, or click on Cancel to close the create form and go back to the table of Expenses.

View an Expense

1. Go to Packages Icon > Accounting Automation > Expenses.
2. Click on an Expense to view its details.
3. View the Summary of the Expense.
   • Hover your mouse over Account’s, Process’ and Contract’s name and click on to open the specific account/process/contract in the appropriate unit.
4. Click on the Tags to view all the tags of this Expense or follow the Tags Procedure.
5. Click on the Links and view everything that is linked to this Expense or follow the Link with Procedure.

View Rights & Change Rights of an Expense

After Creating an Expense you can set View and Change Rights. By default the View Rights are Internal and the Change Rights are Public.

1. Press the Edit button.
2. Select the State of the View & Change Rights
3. Select the Groups and/or the Users to Allow/Restrict
4. Press the Save button to save the changes or the Cancel button to exit the Rights box.

Edit an Expense

1. Go to Packages Icon > Accounting Automation > Expenses.
2. Click on the Expense you want to edit to open it.
3. Click on the Edit button to open the edit form.
4. Edit the information you want and click on:

• • Save to save the changes and close the edit form.
  • Cancel to close the edit form without saving.

Actions in an Expense

1. Go to Packages Icon > Accounting Automation > Expenses.
2. Click on an expense to view it.
3. Click on the Actions Button in the expense and a list of options appears. Choose:
   
   • Delete to delete the Expense (Delete an Expense).
   • Print to open the Expense in a new tab so that you can print it. Follow your browser’s default printing procedure.
   • Notify to notify specific Comidor groups or Comidor users or external recipients via email (Notifications).
   • Link with to Link the Expense with other entities. Follow the procedure of Link With.

Managing a Group of Expenses

1. Go to Packages Icon > Accounting and Finance > Expenses.
2. Click on the CheckBoxes of the Expenses you want to manage and a list of options will appear.
   • Delete to delete the Expenses (Delete a group of incomes).
   • Link with to Link the Expenses with other entities. Follow the procedure of Link With.
   • Copy as to make a copy of the selected expense(s). In the pop-up that appears, define the title and the date of the copied expense, and click on Save.

Comparison

Get a graphic chart for the Expenses on a yearly and monthly basis.

1. From the Actions Button in the table of Expenses, choose the option Comparison.
2. Check results.

Reports

1. Click on the Actions Button in the table of Expenses and click on the option Reports.
2. The Unit Expenses Reports will open.
   • In this Unit, you can get Reports per Expense(s) according to the Filters that you have set.
   • Set the Filters by following the procedure Set Filters.
   • Click on the kind of Report you want to get.
   • Each time you click on a Report a new table is appended.
   • If you choose Expenses per month you get a report of the sum of the Expenses per month.
   • If you choose Expenses per category you get a report of the incomes per Expense’s category.

Report Actions

1. Click Graph and get a Graph of your Report (Chart).
2. Click Print to open the report in a new tab so that you can print it. Follow your browser’s default printing procedure.
3. Click Export to open the report in a new tab and save it as a PDF file.
4. Click on the X button to close the report.

Export

1. From the Actions Button in the table of Expenses, click on the option Export to open the Expenses in an MS Excel file.
2. In the pop-up window that appears, select All pages or Current Page.
3. Click on OK to open an MS Excel File or Cancel to go back to the view form or close the window (X).
   • Make sure that your browser doesn’t block the pop-ups.

Print

Click on the Actions Button in the table of Expense and click on the option Print to open the Expenses’ table in a new tab so that you can print it. Follow your browser’s default printing procedure.

• Make sure that your browser doesn’t block the pop-ups.

Budgeting & Forecasting

Create an Entry in Budgeting & Forecasting

1. Go to Packages Icon > Project Management > Budgeting & Forecasting.
2. Click on the ‘+’ button at the top of the screen to open the Create Form.
3. Set a title and fill in the date of it or click on the calendar to select the date. By default, the current date is suggested.
4. Search for an Accounting code and select it or add a new one. See how to add Categories in Data Management.
5. Fill in the financial information of the Budget entity.
   • Income is the net value of the expected income.
   • Expenses refer to the net value of the expected expenses.
   • Debit is the net value plus the VAT of the expected income.
   • Credit is the net value plus the VAT of the expected expenses.
   • Cash in is the received amount of the expected income.
   • Cash-out is the amount of the expected expenses that you have paid.
6. Each entry may have its core relations. So, you can Link this entry with an Account, a related Process, and a Contract.
7. Then, click on Save to save the entry. Click on Save and New to save the entry and add a new one, or click on Cancel to close the create form and go back to the table of entries.

Edit an Entry

1. Go to Packages Icon > Project Management > Budgeting & Forecasting.
2. Click on the entry you want to edit.
3. Click on the Edit button to open the edit form.
4. Edit the information you want and click on:
   • Save to save the changes and close the edit form.
   • Save and notify to save but also send a Notification message to appropriate people.
   • Cancel to close the edit form without saving.
5. Click on the Actions Button in the Budgeting & Forecasting and a list of options will appear. Choose:
   • Delete to delete the entry.
   • Print to open the entry in a new tab so that you can print it. Follow your browser’s default printing procedure.
   • Notify to notify specific Comidor groups or Comidor users or external recipients via email (Notifications).
   • Link with to Link the entry with other entities. Follow the procedure of Link With.
6. Finally, users can either click on the Tags to view all the tags of this entry or follow the Tags Procedure, or on the Links and view everything that is linked to this entry or follow the Link with Procedure.

Managing a Group of entries

1. Go to Packages Icon > Project Management > Budgeting & Forecasting.
2. Click on the Checkboxes of the entries you want to manage and a list of options will appear.
3. Choose between:
   • Delete to delete the entries (Delete a group of Entries).
   • Link with to Link the entries with other entities.
   • Copy as, in order to make a copy of the selected entries. In the pop-up window choose the date of the copies.

Cashflow

1. Click on the Actions Button in the table of entries and click on the option Cashflow.
2. Check results.

Balance

The Balance graph chart compares the Income and Expenses on a yearly and monthly basis.

1. From the Actions Button in the table of entries, press on the option Balance.
2. Check results.

Budgeting Reports

1. Click on the Actions Button in the table of entries and choose the option Budgeting Reports.
2. The Unit Budgeting Reports will open.
   • The Budgeting report creates Budget Income and Expenses per month reports according to the Filters that you have set.
   • Set the Filters by following the procedure Set Filters.
   • Click on the kind of Report you want to fetch.
     • If you choose Budget Income per month you get a monthly report of the budget income.
     • If you choose Budget Expenses per month you get a monthly report of the budget expenses.

Cashflow Reports

The Cashflow Report creates an overview of the cash flow per month data.

1. From the Actions Button in the table of entries, click on the option Cashflow Reports.
2. The Unit Cashflow Reports will open.
3. Set the Filters by following the procedure Set Filters and choose the Cashflow per month report. A new table appears.
4. Click Graph and get a Graph of your Report (Chart).
5. Click Print to open the report in a new tab so that you can print it. Follow your browser’s default printing procedure.
6. Click Export to open the report in a new tab and save it as a PDF file.
7. At last, click on the X button to close the report.

Export

1. From the Actions Button in the table of entries, click on the option Export to open the Budgeting & Forecasting entries in an MS Excel file.
2. A pop-up window will appear.
3. Select All pages or Current Page.
4. Then, click on OK to open in an MS Excel File or Cancel to go back to the view form or close the window (X).
   • Make sure that your browser doesn’t block the pop-ups.

Print

Finally, go to the Actions Button in the table of entries and click on the option Print to open the Budgeting & Forecasting table in a new tab so that you can print it. Follow your browser’s default printing procedure.

• Make sure that your browser doesn’t block the pop-ups.

The post Income, Expenses, Budgeting (with Financial Reports) appeared first on Comidor Low-code Automation Platform.

Create a Widget

In order to create your customized Widgets, go to:

1. App Factory Icon > Application Builder > Widgets.
2. Click on the “+” button to create a new one.
   
3. Give a Title to your widget.
4. Select a Category for your widget. Based on the data access, you can define the access levels (Personal, Team, Corporate).
5. Select one of the four types: Report, Grouping, Conditional Grouping (the latter is used by advanced users who are able to write SQL queries), and KPIs.
6. Choose the preferred Graph type:
   1. For report type: Date Report, Table report, Timeline.
   2. For grouping/conditional grouping: Pie, Bar, Horizontal Bar, Line, Doughnut, Progress, Radar, and Tube.
      • Based on the graph type you choose, different fields need to get value based on a dynamic form.
7. There are two Libraries available. Charts.js is available for all graph types, Apex Charts is available only for bar and line types.

Types of Widgets

In the widget creation, as described above, you are able to select among different types of widgets based on your needs. The four widget types are Report, Grouping, Conditional Grouping, and KPIs.
Comidor enables you to create your visual reports based on multiple graph types (Bar, Pie, Line, Doughnut, Progress, Timeline, etc.) as well as create bar charts, pie charts, etc.

• Based on the graph type you choose, different fields need to get value.

See some examples below.

Report

• In Report type, you can select Date Report as the graph type.
• Select the Entity from which the data is going to be retrieved.
• Choose between Count or Sum in the Aggregation field and type in the field that the aggregation will be applied to. Use database names for the fields you choose.
• Define a date field (e.g. the Date created) as a condition to your report.

• You can use Count on ID, to measure how many records this entity has in total.

• Alternatively, use Count/Sum on another numeric field of the selected entity.

• In Report type, you can select Table Report as the graph type.
• Select the Entity from which the data is going to be retrieved.
• In Table columns, you can define the user fields (at least 2) to be displayed as table columns in your report.
• Add a number as a query limit. This refers to the number of rows to be displayed in your report (if left empty, it will display by default 10 rows).
• Ascending or Descending order is also available either based on the aggregation or on the grouping field. Choose the Ordering on and the Ordering type respectively.
• Limit your chart results, by applying a where condition.
• Finally, define whether you want to have colors in the list value fields (state, priority, etc) or not, by checking the “Remove colors?” option.

After saving your widget, you can see the preview on the top right of your screen.

• In Report type, you can select Timeline Report as the graph type.

• Select the Entity from which the data is going to be retrieved.
• In Table columns, you can define the user fields (max 4) to be displayed as information in your report.
• Add a number as a query limit. This refers to the number of rows to be displayed in your report (if left empty, it will display by default 10 rows).

• Finally, define the date field (e.g. Created On); the timeline of your report.

After saving your widget, you can see the preview on the top right of your screen.

Grouping

Graph type can be either Pie, Bar, Horizontal Bar, Line, Doughnut, Tube, Radar, or Progress. Select the entity you want and define the Aggregation field. Do not forget to select the Group field you wish the data to be grouped by. Ordering based on aggregation or grouping field is also available as well as the ordering type (ascending, descending).

1. For bar charts, you can choose the preferred Libary (Charts.js or Apex Charts).

• You can also give the title that will appear on the y-axis and x-axis.
• Add Aggregation Count on a numeric field if you wish to get a report with the total instances of each value for this specific field.
• Ascending or Descending order is also available either based on the aggregation or on the grouping field. Choose the Ordering on and the Ordering type respectively.
• Limit your chart results, by applying a where condition.
• See the Bar Chart example below:

2. In Tube graph-type charts, you have to choose Apex Charts library.

• You can also give the title that will appear on the y-axis and x-axis.
• Add Aggregation Count on a numeric field if you wish to get a report with the total instances of each value for this specific field.
• Ascending or Descending order is also available either based on the aggregation or on the grouping field. Choose the Ordering on and the Ordering type respectively.
• Limit your chart results, by applying a where condition.
• See a Tube preview example below.

3. See a Horizontal Bar example below.

• You can use Aggregation Sum on a numeric field if you wish to get a report with a summary of the values of all entries in a specific field.
• Ascending or Descending order is also available either based on the aggregation or on the grouping field. Choose the Ordering on and the Ordering type respectively.

4. Another Graph type available for Grouping Charts is Pie. Select the entity you want and define the Aggregation field. Do not forget to select the Group field you wish the data to be grouped by.

• See a Pie Chart example below.

5. For Graph type Line, give the title that will appear on the y-axis and x-axis, select the entity you want, and define Aggregation. Choose an option in the date field (Created on, Updated on, etc.), the Date field group by prefix to be either Month or Day (this will define the x-axis) and the rolling period will define the data to be depicted in your graph.

• See Line Charts examples below.
• For line charts, you can choose the preferred Libary (Charts.js or Apex Charts.)
• Apex Charts can be downloaded in SVG, PNG, or CSV format.

6.  For Doughnut graph type widgets, select the entity you want and define the Aggregation field. Do not forget to select the Group field you wish the data to be grouped by.

• See the example below.

7. For Progress graph type widgets, select the entity you want and define Aggregation. Do not forget to select the Group field you wish the data to be grouped by (a drop-down field e.g. state of the process) as well as the progress Chart target(an option of the drop-down field).

• See the example below.

• The chart will display the total number of instances in the target state Vs all the other options (scheduled, completed, etc.).

8. In the Radar graph type, you have to choose the Charts library.

• Add Aggregation Count on a numeric field if you wish to get a report with the total instances of each value for this specific field. Alternatively, add Aggregation Sum on a numeric field, to get a report with the summary value for this specific field.
• Ascending or Descending order is also available either based on the aggregation or on the grouping field. Choose the Ordering on and the Ordering type respectively.
• Limit your chart results, by applying a where condition.
• See the example below.

Conditional Grouping

Graph type can be either Pie, Bar, Horizontal Bar, Line, Doughnut, or Progress. Select the entity you want and define the Aggregation field. Do not forget to select the Group field you wish the data to be grouped by. Ordering based on aggregation or grouping field is also available as well as the ordering type (ascending, descending).

• Type a Where condition in case you want to limit the information that will be displayed in the chart.

For example, a process may have several states (Opened, Scheduled, Running, etc.). In this widget, we can monitor only the Running and Completed processes. So, we select Count on ID (how many processes), set State as Group field, add “Completed state” and “Running state” in the Label fields, and the Code that each state has in the Condition.

KPIs

Another option available for Widgets is KPIs.

• Simply choose the Type of KPIs.
• In the KPI field that will appear, choose on KPI record from the list.
• After saving the widget, you will be able to see the chart from the selected KPI that presents a timeline with the targets and the outcomes.

Find out more about KPIs in Comidor and how to create them.

My Widgets 

You can monitor the widgets you are most interested in, from one place in your Home Dashboard.

In order to add the widgets in your Home Dashboard, which is a personal dashboard:

1. Click on the pencil button.
2. Drag and drop the “Graph” tile in your dashboard.
3. Search and select the Widget record you wish.
4. Click on the “Save Changes” button.
5. The widget is now added!
6. You can re-arrange, re-size and delete your tiles.

You can also create Widgets through App Designer and also present them in tabs of applications. Check out steps 3 and step 4 of App Designer.

The post Widgets appeared first on Comidor Low-code Automation Platform.

In order to be able to see meaningful data inside the following Reports, requires you to first have inserted data.

Task Reports

In order to access Task Reports, go to:

1. Tasks > Other Task Reports.
2. Select which Report you wish to show (Tasks per User, Tasks per User Group, Tasks per Process, Tasks per Issues, Tasks per Project, Tasks per Account, Tasks per Opportunity).
3. You can apply filters that refer to Project, User, Task, Opportunity, Account, Process, or Issues. Then, apply them to the selected Report to see the updated Results.
4. The content tab of the selected Report is pre-selected. Switch to Graph to see results in Pie chart, Stack view, or Columns view. Switch to the type of Report you wish to Print, Export (Content or Graph).
5. You can apply more filters and click refresh to see the updated Results.

CRM Reports

Account Reports

In order to access Account Reports, go to:

1. Packages > Sales Automation > Account Reports.
2. Select which Report you wish to show (Account Overview, Accounts per Category, Accounts per Country).
3. You can apply filters that refer to Project, Case, Task, Opportunity, Account. Then, apply them to the selected Report to see the updated Results.
4. The content tab of the selected Report is pre-selected. Switch to Graph to see results in Pie chart, Stack view, or Columns view. Switch to the type of Report you wish to Print, Export (Content or Graph).
5. You can apply more filters and click refresh to see the updated Results.

Opportunities Reports

In order to access Opportunities Reports, go to:

1. Packages > Sales Automation > Opportunity Reports.
2. Select which Report you wish to show (Opportunities per State, Opportunities per Start Dat, Opportunities per Account, Opportunities per User).
3. You can apply filters that refer to User, Opportunity, Account. Then, apply them to the selected Report to see the updated Results.
4. The content tab of the selected Report is pre-selected. Switch to Graph to see results in Pie chart, Stack view, or Columns view. Switch to the type of Report you wish to Print, Export (Content or Graph).
5. You can apply more filters and click refresh to see the updated Results.

The post Task and CRM Reports appeared first on Comidor Low-code Automation Platform.

Procedure of Site Analytics

In order to access Site Analytics go to Modules Menu Icon> Reports & Analytics > Analytics > Site Analytics.

When entering Site Analytics, the first thing should be to get familiar with the actions and tools that this Unit provides you with. From the 3-bar button at top right, user can take a script from the “Generate Script” option and put it in the website would like to track. Then, the user can see the website “visits” as entries in the Site Analytics general view. For every new session, information about the date-time of the session, the browser used, the IP address, the operating system, etc. are provided. These are also folder divided into Direct, Referral, Search engine, Social Network made entries.

Also, the user can set up events and scenarios in order to convert the data taken into valuable information and from the block requests option, he/she can set IPs that are not interested in.

Finally, and most importantly, the user can view the overall progress as a data report from the Site Analytics dashboard by changing the time range.

Some sections that are provided are the # of visits for the event/scenarios metrics user has set, # total visitors and #of total events graphs, popular event-landing pages, # of visits per IP, history of each IP, etc.

Last but not least, users can check funnel reports that can inform them about the # and the % of visitors that went from a specific event to another event, and so on.

Example Scenario

A Digital Marketing Manager can link Comidor Site Analytics with the company’s website and monitor website traffic from this point. Data that previously were not leveraged from the company, can now be turned into numbers, graphs, and KPIs. From the Dashboard option, can take graphs that can be used in the following Change marketing strategy meeting. On top of that, from the Funnel option, the manager can check how many people that have clicked in a specific Event X, have then selected the option Y and lead in the Event Z and think how to achieve better results through that successful sequence flow.

The post Site Analytics appeared first on Comidor Low-code Automation Platform.