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