Improved Reporting Engine in Resource Management

Adam Lang

Hi Community -

We rolled out updates to improve your reporting experience in Resource Management. 

What's New:

• Faster Performance - Reports now run significantly faster, especially for large datasets. This performance improvement currently applies to Time & Fees and Expense reports, with  improvements coming to Budget reports in the next few weeks and Utilization reports in the future.
• Data Exports - No longer include 0-hour unsubmitted entries for approved timesheets.
• Secondary Grouping Values - These now display more consistently in reporting results.

Heads-Up for Export This Report to CSV:

• The order and number of columns exported may change, so just be mindful of this when importing data into 3rd-party tools.
• The “Export Underlying Data to CSV” option and Advanced reports remain unaffected.

You can learn more about exporting data out of Resource Management here. If you encounter any issues, please include the following in your ticket when contacting our support team:

• HAR file
• CSV data for the report in question
• Screenshots or a video highlighting the issue

We’re excited to bring you these improvements and are here to assist if needed.

Thank you!