Reporting

active
Total logged
143h 15m
Uninvoiced
0h 0m
Entries
49
Invoices
1
Time by team member
Team memberEntriesHours
Caleb Harvey48140h 15m
Mark Hughes13h 0m
Recent time entries
Last 30
DateDescriptionWhoDurationStatus
19 Sept 2025Archived Client Report - Apply changes to archived client exec report feedback sent through from kateCaleb Harvey4h 0minvoiced
5 Sept 2025Exec Report - New exec report to show archived clients/date/notes etc. - Total number of existing clients at that time - Total number of new clients within the selected period - Total number of exiting clients within the selected period - plus reason for exiting - If this can be broken down per state as well please.Caleb Harvey6h 0minvoiced
28 Aug 2025Tenement Register - Finalise changes to register - Duplicate final layer 7 times to have the shown/hidden columns - Add in a formula into the script to navigate to the layout that contains all full data without the missing data/hidden columnCaleb Harvey5h 45minvoiced
22 Aug 2025Tenement Register - Create the new column data and remove any columns not required - Reformat the page to match Kate's document - Ensure front page printing calculations correctly and resize print layout to fit on new page sizeCaleb Harvey6h 0minvoiced
19 Aug 2025Tenement Register - Add in new tenement register front page and create calculations and scripting around getting the formulas through for the overview section - Move staff section to the top and export front page format to show KateCaleb Harvey7h 0minvoiced
31 July 2025Report for Annnual Review - Design layout and report calculator for a clients licenses, granted ones, 0.5 times the hourly rate for service agreement tasks, quarterly,monthly, annual reports to auto pull through.Caleb Harvey4h 30minvoiced
25 July 2025Service Agreement - Add new state column into report - add a sortable state column into the JSON in the script - add this column and code to the AGGrid settings - run the report and test - SuccessCaleb Harvey1h 15minvoiced
24 July 2025Hourly Service Agreement - Create new find in the search for the service agreements to search for hourly only - Prompt the user to choose which type of report they would like and hit the find accordinglyCaleb Harvey1h 30minvoiced
1 May 2025Reporting Exports - Fixes to allow web direct to extract excel files correctly for several reportsCaleb Harvey1h 30minvoiced
15 Apr 2025Task Report - Add land access in similar to the process used for dealingsCaleb Harvey2h 0minvoiced
7 Apr 2025Dealings on Task Report - Add dealings to task report in a new layout to test - Create relationship from task to all tenements and find all dealings associated - Filter dealings portal to bring through only required dealings on reportCaleb Harvey3h 0minvoiced
28 Mar 2025Sort by Tenement Number - Add a new sort button on the tenement register report - Override any existing sort with a sort by tenement number only - SuccessCaleb Harvey0h 45minvoiced
18 Mar 2025Adding Totals on Exec Report - Add relationship to pull through all clients/tenements from before/including the second date in the date search - Add count fields to the relationship - Add text to say how many tenement/client leading up to specified date are in the system and add the correct hide/shows onr espective reports - SuccessCaleb Harvey1h 30minvoiced
31 Jan 2025Client Code on Exec Export - Find the tab positioning in the json element in script and add in a column title for client code linked to letters "CC" - Script into the JSON loop for the data to report the client code of each new contact under the element "CC" - Run the script and refresh the report to see the new column working in there successfullyCaleb Harvey0h 45minvoiced
6 Jan 2025Export Vic Tenement Register with Extras - Rearrange new page to look like example pdf sent through - Add new columns in for 5 years of commitment - Add a calc to pull through the current year an the next four with portal filters on the financial portal - Add a calc to the title to show the same year reflected in the calc using a hide to set the global - Create a new calc field on the tenement table to show the final word in the config - Show this in the reporting month column i.e. September will show on September licences - Create new export example script to export this new page and send through a copy to Kate and Anita for review - SuccessCaleb Harvey3h 0minvoiced
11 Dec 2024838 - Linked Projects and Financials - Add a text field near top of tenement details page stating the project name - Hide the field if tenement isn't associated to any project - Create a button with the same hide parameters pointing to a new script step on tenement script - Go to the directory back end and search for all tenements with the project group ID in their fields - Loop through each record and loop through the corresponding financial data associated to each tenement - Place all this inside a csv variable and once complete export into the users computer - Add the step to enable users to download from web direct - SuccessCaleb Harvey2h 30minvoiced
25 Nov 2024Holdings Report - Add column to show next years rent and apply correct relationships - Resize screen to better fit the dataCaleb Harvey1h 0minvoiced
20 Aug 2024Exec Report - Tenements - Bringing through the existing tested tenement export from the test version - Call Anita to go through the reporting requirements for the tenement data and add on any missing/relevant fields for the report - Run an update to bring through any old, existing data - Add several extra headings to the existing task and user reports as per Anita's request - SuccessCaleb Harvey5h 0minvoiced
12 Aug 2024Remove Format From Task Description - Go to the task report layout to determine the field to be formatted - Create a new field called title format and make the calculation format the title field - Update all current tasks to show in this field correctly - Apply this field to the task export and hide it if empty just in case anything was missed - Perform another extraction on the example client to see the formatting has been removed correctly and the red highlighting is back on the description - SuccessCaleb Harvey1h 15minvoiced
19 July 2024Project Filter for Reporting - Create a project filter at the top of client tenement list - Add the relationships to filter the list based on the project selected in this drop down - Go to all of the report script step and constrain the found set to the project selected if there is one in the search field - Test with all reports and projects in example client with successCaleb Harvey2h 30minvoiced
17 July 2024Fix Tenement Register on Web Direct - Issue where the portal isn't loading in properly to preview the report - Testing the layout to see what is causing the issue with loading in - The header and footer elements are not allowing the report to be viewed but still allow it to be exported correctly - Created a new layout as a copy of the existing one to be used for the printing layout - Deleted the troubled elements on the view screen - When the export button is hit, added a step to go to the print layout, export the report, then return to the view layout - Report can now be viewed correctly and exports correctlyCaleb Harvey2h 45minvoiced
3 July 2024AMETS Exec Report in Test Version - Adding in the Functionality for Tenement Searching in report - Creating a new button to point to a new scrip t parameter for the tenement report - Finding the search in a perform find in the new script step and narrowing down found set - Looping through and building the json into a data text file on the server - Saving the text file against the report record - loading and displaying the data in aggrid on the web viewer - Tweaking the find to include missing tenements from the found set - Testing again - SuccessCaleb Harvey4h 0minvoiced
18 June 2024Exec Report into AMETS From Test - Copying the layout for the exec report in test version into the Main version of depot - Adding a menu object for the new layout stored under the system settings in the menu list - Copying in the scripts for the new layout - Adding the required fields and permissions for the report process in the script - Ensuring the reference point is now to the main database and not the test database for data source - Running up both the task reports in there to ensure they are coming through correctly - SuccessCaleb Harvey3h 0minvoiced
12 June 2024Adding User Report to Exec Report - Adding in the assigned and complete fields into the headers of the report - Create a new search find in the script to find all tasks related to the user assigned and then pull through all tasks related to the user completed - Loop through and send the records to the data file - Update all user ID assigned fields on the test database by using an sql lookup with the contact username related record - Change the calculation for the user assigned name field to then pull from the contact table - After successful follow the same process on the live database successfully - Run the exec report with the new fields of data and look at the results for user report - SuccessCaleb Harvey4h 30minvoiced
6 June 2024Working Report into Aggrid - Taking new data methods and using Aggrid as display list for familiarity with the staff - Changing the sort against the report to show based on task status for task report - Creating new reports for new user logins on the report data - Pulling through tasks based on staff users who assigned vs completed each task within the dated periodCaleb Harvey4h 45minvoiced
29 May 2024Exec Report - perform a server script - Create a new data file on the server - Open the data file ready to be written to - Perform a server script to perform a find for all the overdue tasks on the server and loop through and write their json fields to the data file by appending a new line in - After the loop has gone through every record, close the data file - Create a new field on the report table to house the data file - Set the data field to this new field - Return to off server and pull through all the data of the saved file to the flexmonster data provider - Test speeds of load time with good success - Add the pendig and complete tasks into the test with success - New method finalised Caleb Harvey5h 0minvoiced
17 May 2024Exec Report - Trying to load the data into the system with a server side relationship call - Performing the find for the data, looping through the records and setting a variable to append the JSON data - Return this variable when the server script has finished executing - Variable too large to pass back through to the client side - Create a new field on the reporting table to house the output - Change the loop to find this report of the user and set the new field to the variable output - When back on the client side, commit data and load this new field as the data source for the flex monster table - Successfully loaded but as the data amount increases for the report, load times are upwards of 2 minutesCaleb Harvey6h 30minvoiced
16 May 2024Exec Report - Using the data from the oData tests to load into a flexmonster data viewer - Applying the correct headings and format for the flexmonster - Loading in the right report selected for flexmonster - Editing the HTML to load the right flex licence - Test times and running speeds on different net connections - Flex display looks great but will still need an alternate method to retrieve the dataCaleb Harvey6h 15minvoiced
15 May 2024Exec Report - Testing pulling through the data for the tasks in the exec report using oData - Applying a before and after variable to speed test different methods and see which one can handle the data load better - Setting the server parameters to use to access the AMETS information login - Accessing the oData docs to understand the data calls better - Querying the data once login has been successful to pull through based on the parameters of overdue - Get any task due before today that is still active and pending - Data pulled through fairly quick but limited to 10,000 records - Setting a loop to pull through all the data with multiple calls and adding complete and pending tasks into the call - Load times are a fair bit longer now for this part of the report and the data size to pass back through is too large to get from the server - Exploring alternate methods of retrieving the data and alternate displaying methods for aggregation of dataCaleb Harvey5h 15minvoiced
13 May 2024Exec Report - Create a new page to navigate to for the exec report - Add a new relationship between the reporting table and the folder table to find overdue tasks - Sort this relationship by state and have it pull through to a portal on the exec page that shows a count against each state for pending tasks - Make a relationship similar but for complete tasks - Make one for pending tasks - Successfully loaded but upon a test with Anita loading the data, it took her too long to bring it throughCaleb Harvey6h 30minvoiced
Invoices
NumberDateTotalBalanceStatus
CI00006030 May 2024AUD 11,200.00AUD 0.00paid
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