Custom Report in Keka PSA

Overview

In this guide, you will learn:

• How to create a Custom Report in Keka PSA
• How to choose report types, add fields, apply filters, and group data
• How to save and manage custom reports for future use.
  

Who Can Do This?

• HR/Admins
• Project Managers
• Other users with access to the Analytics module

Pre-requisites

1. Must have the necessary permissions to access Analytics in Keka PSA
2. Basic understanding of the data you wish to analyse (e.g., project costs, allocations)

Step-by-Step Instructions

Access the Custom Report Section

1. Go to Project from the left navigation panel.
2. Click on Analytics at the top.
3. Navigate to the Reports tab.
4. Click on Create Custom Report.
   
   

Select Report Type and Data Fields

1. On the left panel, select the report type (e.g., Projects, Timesheets, Allocations).
2. The available fields will populate on the right.
3. Click Next to proceed.
   
   

Customize Data View

1. Drag fields from Available Fields to Selected Fields.
2. Use the move icon to reorder the fields.
3. Click the remove icon to delete unnecessary fields.
4. Preview the report structure, then click Next.
   
   

Apply Filters and Grouping

1. Click +Add field under the Filter section.
2. Add one or more filters to refine your dataset.
3. In the Grouping section, choose columns to categorize your report output.
4. Click Next to proceed.
   
   

Save the Custom Report

1. Enter a name in the Report Name field.
2. Add a brief Description to define the report's purpose.
3. Choose a Category from the dropdown list.
4. Click Save Report to complete the process.
   
   

How It Connects with Other Modules

• Projects: Track cost, billing, timelines, and allocation per project.
• Timesheets: Analyze hours logged against project budgets and schedules.
• Resources: Measure allocation, availability, and productivity.

FAQs

• Q: Can I edit a saved custom report?
  A: Yes. Navigate to Reports → select the report → click Edit.
• Q: Can I download the custom report?
  A: Yes, reports can be downloaded in standard formats like Excel or PDF.
• Q: Are custom reports shareable?
  A: Reports can be shared with others based on access permissions.
• Q: Can I schedule a custom report to run periodically?
  A: Currently, scheduling isn’t supported. You need to manually run the report.

Troubleshooting

• Fields not showing in Available Fields?
  • Ensure you’ve selected the correct report type.
  • Confirm that data exists for that field in the system.
• Report not saving?
  • Make sure all mandatory fields (Name, Category) are filled.
  • Check for internet connectivity issues.