Tips for better business intelligence reports on Beebole

Published: 2022/10/26 | Updated: 2023/3/16 | Helen Poliquin
Tips for better business intelligence reports on Beebole

You may already know that Beebole offers the most flexible, customizable timesheet reports of any employee time tracking software. Create configurable tables, charts and graphs on employee hours, overtime, projects, budgets, profit margins, costs, and much more. Build and save as many time tracking reports on you need and create a personalized KPI dashboard. Your time data is a treasure trove of information that can be used to build valuable business intelligence reports. But, there are some aspects of Beebole reports that you may not know about and are yet to take advantage of. Let’s take a look at some of our lesser known reporting features that may come in handy for you and your team.

All the ways you can export your team’s time data

Exporting reports is among the most requested and used reporting features, but we still find that many users don’t know about all the ways you can export a time tracking report. At Beebole, we firmly believe that you are the owner of your data and should have total control over it, which is one of the reasons why we currently offer exports in four different formats: as a pdf, csv, Google Drive spreadsheet, or to Microsoft OneDrive.

Export business intelligence reports to pdf, csv, Google Drive, or Microsoft OneDrive.
Export reports as a pdf, csv, Google Drive spreadsheet, or to Microsoft OneDrive.

To export, simply run a report and then click on the corresponding icon in the Reports module. Note that the Google Drive and Microsoft OneDrive exports are only available to Google Suite and Microsoft email users, respectively. You can also export data from the Chart & Table module as a csv by clicking the icon in the bottom right corner of the module.

If you are looking to further analyze or manage your time tracking data, or even to automate and share a weekly timesheet report, don’t forget you can also use the free Google Sheets add-on or Microsoft Excel add-in. Both are a great way to take your business intelligence reports to the next level, create automations, and consolidate your employee timesheet data with other data sources. You can also learn more about working with your time data in Excel in our Spreadsheet Quick Wins for Managers series.

Integrate Beebole with Google Sheets or Microsoft Excel to get real time business intelligence reports.
Use Beebole’s integrations with Excel and Google Sheets for greater customization.

Present business intelligence reports in full screen

You may be exporting reports for presentations or to share with clients and colleagues, but there is another quick and easy way to present a time report without having to leave the Beebole dashboard. To view charts and graphs in full screen, just click the arrow icon in the top right corner of the Chart & Table module. What’s more, charts are still fully interactive and editable in full screen, so you can filter and drill down while presenting. This seemingly simple feature makes it that much easier to explore and collaborate on reports in meetings and presentations.

Present charts and graphs in full screen without leaving the Beebole dashboard.
View charts and graphs in full screen by clicking the arrow icon in the top right corner.

Run reports in days or hours

We all learned in grade school that choosing the correct unit for what you want to measure is key. You probably don’t have a good sense of how far 6 million centimeters is, because centimeters isn’t an appropriate unit of measurement for this much distance. The same can be said for time reports. Depending on what you are looking to measure, reports of hours worked can become confusing and useless when run for an extended period of time. For example, it may not be as helpful to know that an employee has worked 520 hours as it is to know they’ve worked 65 days.

To run reports using days, rather than hours, define the number of hours per working day in your schedule settings. This feature is also helpful if you want to require employees to track a certain number of hours per day. Then, simply add a Days column to any of your reports using the drop down list.

Run timesheet reports in days or hours.
Run reports in hours or days depending on your data and needs.

Filter reports using groups

In Beebole, groups can be used to create categories to further organize employees, companies, projects, etc. and to add conditions to your business intelligence reports. Groups are usually things like departments, office branches, employee types, etc. and account administrators can create them using the Groups Settings module in the Settings page.

To use groups in reports, start by clicking on “Add a group to filter data” and select a group folder or any specific group within a folder. Create AND/OR conditions by clicking on the group box and selecting the condition and group you would like to add. Repeat the process to add as many groups and conditions as you’d like. For example, you can create a report that includes everyone in Sales and Marketing from the UK or USA office who is also a Senior Consultant.

Filter reports and charts using groups, like departments, offices, or roles.
Use unlimited “And/Or” conditions to filter reports by groups.

This is just one example of how you can use groups to filter reports, but we have been amazed by how some Beebole users have used groups to add literally dozens of dimensions to their timesheet reports.

Add steps to charts for more detail and insight

You can add a remarkable amount of detail to your charts and tables and really dive deep into your time tracking data using steps. Once you’ve configured a report using the Chart & Table module, add and customize additional layers of information to view data in greater detail. To add steps to a chart or table, or to modify the conditions of a step, just click “Change this report”. Then you can edit each step or click “Add a step to drill down” to add another layer.

Add customized steps to reports for a more detailed view of your time data.
Add and customize unlimited “steps” in your Beebole charts.

For example, if you are viewing a report of hours worked per client, you may click on a client to view the hours worked on each project for said client, then click a project to see the hours worked by each employee for said project, and finally click on an employee to see the weekly profit ratio of their work on said project over time. This is one example of how you can use steps, but the possibilities for nested reports are endless. If you need help building the perfect report, don’t hesitate to contact us using the chat icon in your dashboard.

Build nested business intelligence reports to gain key insights.
Add steps to your reports to drill down on the specific data you want to view.

Are you taking advantage of business intelligence reports?

If you’ve made it this far, ask yourself: am I getting the most out of my time tracking data? Here we’ve covered just a few of Beebole’s reporting features, but there is so much more you can do to unlock valuable insights and use the tool to its full potential. We are always happy to help, so please reach out to us to discuss your specific use case.

Managing Inbound and Customer Success at Beebole. Connecting with teams and managers worldwide, identifying their obstacles, and communicating the creative solutions that Beebole can offer. Working remote from the Canary Islands.


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