Tag: reporting

  • Projectopia WP Project Management – ULTIMATE VERSION (Utilities)

    Projectopia WP Project Management – ULTIMATE VERSION (Utilities)

    Projectopia Ultimate – WordPress Project Management Plugin

    Projectopia Ultimate is our fully featured Project Management Solution, incorporating our Projectopia Core Plugin and all add-on plugins for a single price point.

    Projectopia Ultimate features the latest versions of the following plugins –

    Projectopia Ultimate will also be updated to include all future add-ons in the same package, so when we release a new add-on, it will be included in free future updates to the Projectopia Ultimate plugin!

    Please ensure that your environment meets the requirements for each of our plugins, you can see a list of requirements for each item by clicking the links above.

    Installation

    The Ultimate plugin contains Projectopia Core and all available add-ons. Unzip your download and install Projectopia Core, and then install each add-on from the Add-Ons folder in the download.






  • Projectopia WP Project Management – WooCommerce Add-On (Add-ons)

    Projectopia WP Project Management – WooCommerce Add-On (Add-ons)

    Projectopia Project Management – WooCommerce Add-On

    This add-on for the Projectopia Core plugin enables you to generate clients and projects from pre-defined templates when a user completes a WooCommerce order.

    The plugin requires Projectopia Core v4.0.7 or higher.

    Getting Started

    To install the plugin, first make sure you have Projectopia Core v4.0.7 or higher. Upload the pto-woocommerce.zip file through WordPress and Activate the plugin.

    Configuration

    Once installed you can begin to create your product links. Click on the WooCommerce link in the Projectopia Admin Menu. Choose a Product and a Milestone / Task Template and select which Team Members should be added to the generated project. You can add as many Product links as you wish.

    Orders that contain more than one linked product will apply the templates for each linked product in the list.

    That’s it, you’re ready to start selling your products!

    How does it work?

    The WooCommerce add-on has been designed to be as easy to use as possible. Everything can be run from one page.

    When an order is created in WooCommerce, the plugin checks if any of the products on the order match up to the links created in Projectopia WooCommerce.

    If they do, then the plugin checks if the email address on the order is already in the system as a PTO Client. If it isn’t then a client will be created, if it is then the resulting project will be assigned to the existing client.

  • CQPIM Undertaking Administration – Reporting Add-On (Add-ons)

    CQPIM Undertaking Administration – Reporting Add-On (Add-ons)

    CQPIM Project Management – Reporting Add-On

    This add-on for the CQPIM Core plugin enables you to generate reports from CQPIM Core data and display on screen as well as export in various formats (PDF, CSV, Excel, Print, Copy)

    The plugin requires CQPIM Core v3.2.2 or higher.

    Getting Started

    To install the plugin, first make sure you have CQPIM 3.2.2 or higher. Upload the zip file through WordPress and Activate the plugin.

    Configuration

    This is a zero configuration plugin, which means once it is installed it can be used straight away. The Reporting section can be found in the CQPIM Core admin menu.

    Which reports are available?

    • Project Time
    • Project Income
    • Project Income / Expenses (Requires Expenses Add-On)
    • Team Member Time Entries
    • Team Member Expenses (Requires Expenses Add-On)
    • Income
    • Income by Client
    • Expenses (Requires Expenses Add-On)
    • Income / Expenses (Requires Expenses Add-On)
    • Sales Tax Total
    • Secondary Sales Tax Total
    • Supplier Spending (Requires Expenses Add-On)

    How does it work?

    The reporting add-on has been designed to be as easy to use as possible. Everything can be run from one page.

    Simply select a report type, and an item if required (eg. a specific Project or Team Member).

    Choose an optional date range and hit Generate Report.

    Your chosen report will be displayed underneath the Report Generation form.

    You can change the Items per Page, and you can export the report in various formats by clicking on one of the export buttons.

  • CQPIM Mission Administration – Reporting Add-On (Add-ons)

    CQPIM Mission Administration – Reporting Add-On (Add-ons)

    CQPIM Project Management – Reporting Add-On

    This add-on for the CQPIM Core plugin enables you to generate reports from CQPIM Core data and display on screen as well as export in various formats (PDF, CSV, Excel, Print, Copy)

    The plugin requires CQPIM Core v3.2.2 or higher.

    Getting Started

    To install the plugin, first make sure you have CQPIM 3.2.2 or higher. Upload the zip file through WordPress and Activate the plugin.

    Configuration

    This is a zero configuration plugin, which means once it is installed it can be used straight away. The Reporting section can be found in the CQPIM Core admin menu.

    Which reports are available?

    • Project Time
    • Project Income
    • Project Income / Expenses (Requires Expenses Add-On)
    • Team Member Time Entries
    • Team Member Expenses (Requires Expenses Add-On)
    • Income
    • Income by Client
    • Expenses (Requires Expenses Add-On)
    • Income / Expenses (Requires Expenses Add-On)
    • Sales Tax Total
    • Secondary Sales Tax Total
    • Supplier Spending (Requires Expenses Add-On)

    How does it work?

    The reporting add-on has been designed to be as easy to use as possible. Everything can be run from one page.

    Simply select a report type, and an item if required (eg. a specific Project or Team Member).

    Choose an optional date range and hit Generate Report.

    Your chosen report will be displayed underneath the Report Generation form.

    You can change the Items per Page, and you can export the report in various formats by clicking on one of the export buttons.

  • Gravity Varieties CSV/PDF Studies (Types)

    Gravity Varieties CSV/PDF Studies (Types)

    Welcome to the Gravity-Forms CSV/PDF Reports Plugin

    Easily generate Online or PDF Reports from your Gravity-Forms Entries or send the Data scheduled as CSV file.

    Features

    • Easily generate online Reports with Gravity Forms Feeds
    • Define the Fields you need to include in your Reports
    • Define the Fields to sort and group your entries
    • Automated Subtotals for each defined Group
    • Save and Download your Reports as PDF file
    • Define schedules to export CSV files
    • Fully Gravity-Forms integration
    • Use of the Gravity-Forms API
    • Gravity-Forms FeedAddOn Framework

    Supported Fields

    • Standard Fields
      • Single Line Text
      • Paragraph Text
      • Drop Down
      • Multi Select
      • Number
      • Checkbox
      • Radio
    • Advanced Fields
      • Name
        • Prefix
        • First Name
        • Middle Name
        • Last Name
        • Suffix
      • Date
      • Time
      • Phone
      • Address
        • Street Address
        • Address Line 2
        • City
        • Zip
        • State
        • Country
      • Website
      • eMail
      • New in 3.0! File Upload
    • Post Fields
      • Post-Title
      • Post-Content
      • Post-Excerpt
      • Post-Tags
      • Post-Category
      • Post-Custom-Fields
      • New in 3.0! Post-Image
    • Pricing Fields
      • Product
      • Quantity
      • Shipping
      • Total

    Attention !

    This is a completely rewritten plugin that doesn’t support the old Settings.

     

    Release 1.0 – 2017-02-05 – ChangeLog

    Initial Release
    
  • WordPress Professional Reside Reporting (Media)

    WordPress Professional Reside Reporting (Media)

    The WP Pro Live Reporting plugin allows you to add live updates to your website. It has many powerful features to create a professional looking live reporting stream! The live streaming plugin is created to work on the frontend of your website but admins are able to manage all updates from the admin area aswel.

  • Freshbooks Day by day Data Professional (eCommerce)

    Freshbooks Day by day Data Professional (eCommerce)

    Getting a quick update of your recent Freshbooks invoicing has never been easier.

    This plugin allows users to send a report to a specified email address that shows them a run down of important FreshBooks statistics, including figures for amount billed, amount owed, top 10 debtors and more.