SenseFlow organizes data for you, this makes it simpler and faster for exporting detailed reports anytime and anywhere.
You can easily export files as either a CSV or PNG file directly to your desktop.
Allocations toggle shows you the information on the members of the project.
You can view the person, their project allocation start and end date.
The type of allocation, if it’s a paid or unpaid allocation. The owner is the project owner, project manager, or project lead. Hours are the allocated time to this project.
Allocations by day toggle show you the information of members.
You can view the person, the client they are assigned to.
The allocation date is when the person was allocated to the client.
Allocation type shows you if the person is actively busy on the project.
Allocation hours is the amount of time allocated to the project.
Task toggle shows you the information on the members on the project, allocation date, allocation type, hours, member task, and description.
The date is the start date of the member allocation on the project.
Allocation status indicates if the member is paid or unpaid on the project.
Hours are the time captured by the member.
The task is the allocation the member made on their journal.
The description is the information the member provided of the task on their journal entry.
Click on "projects" on the top navigation bar.
Select the project on the sidebar you want to export.
Click on "export" under the utility to access project export.
You can drag the bar on the date range to view the information for a specific period, or you can click on the calendar icon to open the calendar.
Select the dates you want to view on the calendar.
Click on the dropdown arrow on the search bar to view filter options, or you can start typing a specific member name, role, level, or skill. The member cards will be filtered by selected tags.
Select the "allocations" toggle to view all allocations.
Click on the pdf button (the button on the right) to export the allocation report as a pdf.
Click on the CSV button (the button on the left) to export the allocation report as a CSV.
Select the "allocations by day" toggle.
Click on the pdf button (the button on the right) to export the allocation per day report as a pdf.
Click on the CSV button (the button on the left) to export the allocation per day report as a CSV.
Select the "task" toggle to view all allocations.
Click on the pdf button (the button on the right) to export the task report as a pdf.
Click on the CSV button (the button on the left) to export the task report as a CSV.
