generate-report
Generate comprehensive reports and analytics from Float data, including time tracking, project performance, resource utilization, budget analysis, and team metrics with flexible filtering options.
Instructions
Consolidated tool for generating comprehensive reports and analytics from Float data. Supports various report types including time tracking, project performance, resource utilization, budget analysis, and team metrics with flexible filtering and formatting options.
Input Schema
TableJSON Schema
| Name | Required | Description | Default |
|---|---|---|---|
| report_type | Yes | The type of report to generate | |
| report_format | No | Output format for the report (json, csv, xml) | json |
| start_date | No | Start date for report data (YYYY-MM-DD) | |
| end_date | No | End date for report data (YYYY-MM-DD) | |
| people_id | No | Filter by specific person ID | |
| project_id | No | Filter by specific project ID | |
| client_id | No | Filter by specific client ID | |
| department_id | No | Filter by specific department ID | |
| status | No | Filter by status | |
| billable | No | Filter by billable status (0=non-billable, 1=billable) | |
| active | No | Filter by active status (0=archived, 1=active) | |
| group_by | No | Group report data by specified field | |
| include_details | No | Include detailed breakdown in report | |
| include_totals | No | Include totals and summaries | |
| include_percentages | No | Include percentage calculations | |
| time_period | No | Time period aggregation | |
| compare_previous_period | No | Include comparison with previous period | |
| target_hours_per_day | No | Target hours per day for utilization calculations | |
| exclude_weekends | No | Exclude weekends from utilization calculations | |
| exclude_holidays | No | Exclude holidays from utilization calculations | |
| include_budget_variance | No | Include budget variance analysis | |
| budget_warning_threshold | No | Budget warning threshold percentage | |
| forecast_weeks | No | Number of weeks to forecast capacity | |
| capacity_threshold | No | Capacity threshold percentage | |
| format | No | Response format - either "json" or "xml" | json |