Reports and Files

Analyze data and manage documents with EcoHexagon's comprehensive reporting and file management system.

Complete Business Intelligence System

EcoHexagon provides powerful analytics and reporting tools. Access via: https://ecohexagon.com/[workspace]/rs/reports

Generating Reports

Method 1: Standard Report Generation

  1. Click Reports.
  2. Select type (e.g., time, financial); filter dates.
  3. Export or print.

Method 2: Advanced Business Reports

Advanced business reports interface showing report generation options, date range selectors, financial performance metrics, project performance analytics, team productivity analysis, and client analysis dashboard with comprehensive business insights
Example: Monthly Business Reports Generation

Scenario: Creating comprehensive business performance report for July 2025

Financial Performance Report
  • Report Type: Financial Summary
  • Date Range: July 1, 2025 - July 31, 2025
  • Total Revenue: $47,500
  • Total Expenses: $12,800
  • Net Profit: $34,700
  • Profit Margin: 73.1%
  • Outstanding Invoices: $8,200
Project Performance Metrics
  • Active Projects: 8 projects
  • Completed Projects: 3 projects
  • On-Time Delivery: 92% (11 of 12 projects)
  • Budget Adherence: 87% (projects within budget)
  • Client Satisfaction: 4.8/5 average rating
Team Productivity Analysis
  • Total Hours Logged: 1,240 hours
  • Billable Hours: 1,085 hours (87%)
  • Average Rate: $82/hour
  • Team Utilization: 78% (optimal range)
  • Most Productive Team Member: Sarah Johnson (156 hours)
Client Analysis
  • New Clients: 2 clients acquired
  • Client Retention: 94% (12-month average)
  • Top Client by Revenue: Acme Corporation ($15,000)
  • Payment Performance: 85% payments on time
  • Client Growth: 12% month-over-month
✅ Expected Result: Comprehensive business insights for informed decision-making

Advanced Reporting Features

Report types overview interface showing different report categories - Financial Reports, Project Reports, and Team Performance Reports - with icons and descriptions for each report type including revenue tracking, P&L statements, and productivity metrics

EcoHexagon offers multiple report types for different business needs:

Financial Reports

Project Reports

Team Performance Reports

Custom Report Builder

Custom report builder interface showing drag-and-drop dashboard components, chart configuration options, KPI widget setup, automated reporting scheduling, and dashboard customization tools for executive analytics
Example: Custom Analytics Dashboard

Scenario: Building custom KPI dashboard for executive team

Dashboard Components
  • Revenue Trend Chart: Monthly revenue over 12 months
  • Client Acquisition Funnel: Lead to client conversion rates
  • Project Pipeline: Active projects by status
  • Team Utilization Gauge: Real-time team capacity
  • Profitability Heatmap: Project margins by client
Automated Reporting
  • Daily Snapshots: Key metrics delivered daily
  • Weekly Summaries: Comprehensive weekly reports
  • Monthly Executive Reports: High-level business overview
  • Quarterly Business Reviews: Strategic planning reports
✅ Expected Result: Executive-level insights with automated delivery

File Management

Method 1: Basic File Operations

  1. Click Files or per-module tab.
  2. Upload, organize in folders, search.

Method 2: Advanced Document Management

Advanced document management interface showing organized folder structure for projects and clients, version control system, access permissions settings, file sharing options, and search functionality with document preview
Example: File Organization System

Scenario: Organizing project documents for "Website Redesign" project

Folder Structure
  • 📁 Projects
    • 📁 Website Redesign
      • 📁 Requirements: Project specifications, wireframes
      • 📁 Design: Mockups, style guides, assets
      • 📁 Development: Code documentation, technical specs
      • 📁 Testing: Test results, bug reports
      • 📁 Client Communication: Emails, meeting notes
      • 📁 Final Deliverables: Completed project files
  • 📁 Clients
    • 📁 Acme Corporation
      • 📁 Contracts: Signed agreements, SOWs
      • 📁 Invoices: Invoice copies, payment records
      • 📁 Marketing Materials: Company brochures, logos
  • 📁 Templates: Reusable documents and templates
  • 📁 Archive: Completed project archives
File Management Features
  • Version Control: Track document revisions
  • Access Permissions: Control who can view/edit files
  • File Sharing: Share files with team members and clients
  • Search Functionality: Find files by name, content, or tags
  • Backup Integration: Automatic cloud backup
✅ Expected Result: Organized, searchable document system with secure access

Document Collaboration

Document collaboration interface showing real-time editing capabilities, comment system overlay, approval workflow status, digital signature tools, and integration options with Google Drive, Dropbox, and OneDrive

Enable team collaboration with advanced document features:

Report Export & Sharing

Report export and sharing interface showing export format options (PDF, Excel, CSV, PowerPoint), sharing permission settings (View Only, Comment, Edit), time-limited access controls, and password protection features
Example: Document Sharing Workflow

Scenario: Sharing quarterly business report with stakeholders

Export Options
  • PDF Export: Professional, print-ready format
  • Excel Export: Editable spreadsheet format
  • CSV Export: Data analysis and import
  • PowerPoint Export: Presentation-ready format
  • Email Integration: Send directly from platform
Sharing Permissions
  • View Only: Recipients can view but not edit
  • Comment Access: Recipients can add comments
  • Edit Access: Recipients can modify content
  • Time-Limited Access: Automatic expiration
  • Password Protection: Secure document access
✅ Expected Result: Secure, professional document sharing with controlled access

Reporting & File Workflows

Follow these recommended workflows for efficient reporting and file management:

🔄 Essential Reporting Workflows

  • Monthly Business Reviews: Generate financial reports → Review payment status → Analyze business performance (monthly)
  • Project Performance Analysis: Track project metrics → Monitor team productivity → Optimize resource allocation (per project)
  • Team Performance Reviews: Review time tracking → Analyze productivity → Plan team improvements (quarterly)
✅ These workflows ensure consistent, actionable business intelligence.

Troubleshooting: Common Reporting & File Issues

🚨 Issue: Reports Not Generating Data

Problem: Reports showing no data or empty results

Root Cause: Incorrect date range or data permissions

Solution:

  1. Verify date range includes data period
  2. Check user permissions for data access
  3. Ensure data exists in selected modules
  4. Try broader date range to test functionality
✅ Result: Reports generate accurate, complete data

🔧 Issue: File Upload Failures

Problem: Files not uploading or upload errors

Root Cause: File size limits or format restrictions

Solution:

  1. Check file size is under system limit
  2. Verify file format is supported
  3. Use alternative file formats if needed

🔐 Issue: Permission Access Problems

Problem: Cannot access files or reports due to permissions

Root Cause: Insufficient access rights or role limitations

Solution:

  1. Contact administrator to verify permissions
  2. Check if files are in correct access folder
  3. Verify user role has necessary access rights
  4. Request elevated access if needed

📊 Issue: Export Functionality Issues

Problem: Reports or files not exporting properly

Root Cause: Browser compatibility or data formatting issues

Solution:

  1. Try different export format (PDF, Excel, CSV)
  2. Use different browser for export
  3. Check popup blocker settings

Advanced Analytics Features

🚀 Business Intelligence Tools

  • Predictive Analytics: Forecast revenue and project outcomes
  • Trend Analysis: Identify patterns and business trends
  • Comparative Analysis: Compare performance across periods
  • Automated Insights: AI-powered business recommendations

📊 Advanced Visualization

  • Interactive Charts: Drill-down charts and graphs
  • Custom Dashboards: Personalized analytics views
  • Real-time Updates: Live data visualization
  • Mobile Analytics: Access reports on mobile devices

🔄 Automation Features

  • Scheduled Reports: Automatic report generation
  • Alert Systems: Notifications for key metrics
  • Data Integration: Connect external data sources
  • Backup Automation: Automatic file backups

🆘 Reports & File Management Help Resources

Get Reporting Help
  1. Quick Help: Troubleshooting Section Above - Common reporting issues
  2. Detailed Guidance: General Settings - Configure company information and reporting preferences
  3. Advanced Features: Permission Settings - Control access to sensitive business reports
  4. Expert Support: Analytics Support - Professional guidance
Related Reporting Topics

Need help with specific reporting features? Contact your system administrator or contact support for reporting help

💡 Tip: Use categories for quick access.
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