Reporting
active
Total logged
35h 15m
Uninvoiced
0h 0m
Entries
22
Invoices
0
Time by team member
| Team member | Entries | Hours |
|---|---|---|
| Caleb Harvey | 22 | 35h 15m |
Recent time entries
Last 22
| Date | Description | Who | Duration | Status |
|---|---|---|---|---|
| 3 June 2025 | Completed Jobs Graph - Create graph data through a new relationship on completed jobs within the searched time period - Add ability to change filter to be based on state - Show data spread across quarterly intervals - revise and create the data as a percentage rather than job numbers | Caleb Harvey | 1h 45m | invoiced |
| 2 June 2025 | Donations Reporting - Create report for donations finding all jobs suitable with no referrer fee paid marked - Add a box to the list of jobs to mark as paid - Add a filter to show all paid and paid date as well | Caleb Harvey | 2h 0m | invoiced |
| 7 Apr 2025 | Valuer Report - When clicking on the line item of the valuer report it will open a page showing all jobs and amounts - Added functionality to export listed view as a pdf | Caleb Harvey | 1h 15m | invoiced |
| 26 Feb 2025 | Valuer Report - Adding valuer field on job to mark as paid or not - Add field to show the amount paid to valuer - Create report pulling through jobs paid and changed to passed QA for valuations - Add tick option on the report to mark as paid or not - Add filter on report to show paid/unpaid | Caleb Harvey | 1h 0m | invoiced |
| 5 Feb 2025 | Job Status Report - After feedback, change the filter on the report to the selected users with a tick option beside their name | Caleb Harvey | 0h 45m | invoiced |
| 4 Feb 2025 | Jobs Status Report - Status changes M-F, Last Month and This Month for type prepared, completed, sent and inspections booked - Apply oData lookup based on this criteria for all employees | Caleb Harvey | 3h 30m | invoiced |
| 6 Jan 2025 | Paid Checkbox not working in web direct - Test on web direct to ensure button not clickable - Go to layout and look for objects in front of checkbox - Bring checkbox to front and test on web direct again - Success | Caleb Harvey | 0h 15m | invoiced |
| 18 Dec 2024 | Question Categories Added to Status Report - Add a new field to the job status table to hold a calculation of the status - If the status is cancelled and has a previous status on the job, show Cancelled - Previous Status - Using this field create a new script function for the loop on the employee and total report to list down all types of cancelled statuses along with the other statuses and contacts | Caleb Harvey | 2h 0m | invoiced |
| 12 Dec 2024 | Nav to Job from Referral Report - Add a new field in the TBC section with the associated job number - Add navigation to the job when this field is clicked on - Go to job and save the last layout in the historic UI field - When user hits save and close on job it takes them back to the referral report screen on the same load as previous | Caleb Harvey | 1h 0m | invoiced |
| 7 Nov 2024 | Bank Detail Flag - Create a new column on the referral report screen to show whether the bank details have been updated recently - Add in a new field on the contact page to hold the date the bank details change - On the referral report, if this field is not empty against the contact, show a message on the new column to say the details have changes - If not show unchanged - On the changed button add a function to clear the changed date fields the user can click once they have updated the details | Caleb Harvey | 1h 0m | invoiced |
| 4 Nov 2024 | Add Fee next to Quote and Converted Reports - Discuss with Dan the best way to display the quote and converted job rates and how the formula applies to the same job with different statuses - Separate calculation field is the best process to add in this easily - Create required relationships to pull through the correct financial data from the job status records - Develop a calculation to pull through the sum of the quote and converted data displayed separately - Success | Caleb Harvey | 1h 30m | invoiced |
| 16 July 2024 | Communication Report - Script a trigger on the reporting dropdown to go to the communication report layout when the drop down selects communication report - Now that FileMaker is set up the user looping needs to be done in the html file - In the file, perform a find for all current users in the system other than littleman - Take the list of user ID's and run the process of finding the user data for each row type in a loop until every user in the list has their data - For each loop, add a new row/column to the table with a javascript step and for each new user generate a new row - Run this loop through an await function to ensure each row is being generated before the odata call looks for the next row - Add a loading animation into the css and before the find is called, unhide the loading animation and hide the table - Once the table had finished being built, hide the loading symbol and unhide the table - Back in FileMaker test this to ensure it works across all types of dates with decent enough speed - Data comes through fairly quickly for its size and user has a loading symbol as feedback taht something is happening - Success | Caleb Harvey | 2h 30m | invoiced |
| 15 July 2024 | Communication Report - Create a html file that uses an oData call to find all of a specific users communication count within a certain time period - Create this call in a loop for each type of element, inbound outbound email sms etc - Show this data in an html table that is created using javascript to build it - Create a new filemaker layout and place a webviewer linking to this file there - Send through the auth in the url header to make sure the html file on the server is safe - On the layout, create a from and to date field to then apply to the web viewer search sent through the header as well - Once the user hits the generate button, the web viewer will load the data - Still only showing data for user Daniel as the process is not finished yet - Create a dropdown to select the search period similar to on the job list date search fields - Add a step in the html code to download a csv copy of the table Place a back button to leave the layout and return to report layout | Caleb Harvey | 3h 0m | invoiced |
| 18 June 2024 | TDA Report Fix - Dates not changing correctly and inconsistent job status amounts - Fixed the point in script where the record update was getting skipped to now pull through the correct dates of statuses - Changed the relationships for the dates to be based on a new date field that takes the time stamp of the status and turns into standard date format - Hooked this new date field into the relationship for reporting - Now bringing correct data through successfully | Caleb Harvey | 0h 45m | invoiced |
| 6 June 2024 | Add Todays Date to Total Report - Create a new web viewer on the Total page to house the new figures - create new records for todays date to be filled in the report table - change the relationship of the 6 tables to not affect the searchable table - change the hide to replicate the same as the other 5 total web viewers - Test and run the test with Success | Caleb Harvey | 1h 0m | invoiced |
| 5 June 2024 | Migrating Job Status Search to Total Report Screen - Copied the data from the search screen and deleted the tab from the layout - Pasted it on to the Total report screen and changed the hide settings to be similar to the hiding based on the other total items - Created a new part to the relationship from the report screen to the web report records to only pull from the nthRecord of the web records not marked as search - this enabled the search viewer to stay independent of the Total Report calculations changed the scripts to handle the new page changes and allow for both search and totals to work independently on the same page | Caleb Harvey | 1h 30m | invoiced |
| 5 June 2024 | Turning Report Graph into Month/Week Views - Method was too heavy for FileMaker calculation to handle when search was larger than a few months - converted FileMaker calculation into JavaScript while loop to be run in the html code of the web viewer - Sorted converted and quote relationships off the report table to be by lowest to highest date to account for new looping strategy - Created two different html files for weeks vs months with different search settings on the graphing loops using chart.js - Add week and month buttons to determine which calendar the user is to view - Success | Caleb Harvey | 5h 0m | invoiced |
| 30 May 2024 | Graph Reporting - Finish fixing while loop to bring through quoted values - Duplicate the loop to apply a second set of values to the y axis "converted" - Create JS setting to hide the second y axis grid and make the max and min the same as the first value - Test through the data and check against back end to ensure script is correctly bringing through the right data. - Success | Caleb Harvey | 2h 0m | invoiced |
| 29 May 2024 | Graph Reporting - Creating a new field tab on the reporting page - Making the user navigate to this when they select a newly added Graph option from the report drop down - Add a field for user to type from and to date - Create a web viewer and set it with the javascript base for a line graph - Start creating the js variables to set the points on the x and y parts of the graph - Create a while loop this will loop through all the records in the selected period for quote and collect all the dates | Caleb Harvey | 1h 30m | invoiced |
| 14 May 2024 | TDA Referrer Report - Change the formula on the job report flag field to flag if the job referral fee is payable, the fee amount is $480 or less and the owner is the referrer - Created a new relationship on the job table to match all jobs meeting payable circumstances that fall within the same month the job has been paid - Using this relationship to create an action field on the job table to search through the group of jobs for the same referrer within the same period and mark as 1 if any of the linked jobs are marked as one - On the report, create a new column called "Job Fee Check" and add pass/alert options into the field area - Hide one or the other based on whether the new action field is marked as 1 or 0 - Set a conditional format to mark the row as red or green based on the same hide concepts as the alert/pass fields - Success | Caleb Harvey | 1h 0m | invoiced |
| 8 Apr 2024 | Give Reporting Access to Lorena and Fix PDF Export - Add Lorena's contact ID into the #Menu table against the reporting menu item - Create a new field on the UI that contains both the privilege set and the contact ID of the current user - Change the #Menu reporting relationship to the UI to reference this new field - Test login to Lorena's account to ensure they have access to the reporting menu - Success - Go into the report for a single referrer and test exporting the PDF - File comes out as a text file - Update line in script to add ".pdf" onto the end of the file name - Success | Caleb Harvey | 0h 45m | invoiced |
| 2 Apr 2024 | Referrers Report Not Showing Correct Dates - Load up a referrers report and see that it points to the current quarter a year from now - Go into the script and change the date value to reference the current year rather than the following year - Run the report up again and it point to the correct existing quarter | Caleb Harvey | 0h 15m | invoiced |
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