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Getting Started with Reports (Beta)

The mechanics of creating a new report definition are the same across report types. See Creating, Editing, Deleting Reports (Beta). It's also a good idea to read "Understanding the Field Path," which describes how to find the fields you want to include in your reports. Using the Report Designer (Beta) walks you through the mechanics of creating reports, and finally, the Reports (Beta) Cookbook provides specific examples, both of interest thematically as well as visually. 

This topic provides an overview of supported report output types, helpful tips, and pointers to additional information or examples. The Data and Display tabs are where you configure report data and specify visualization details and are the most highly-trafficked tabs; for any report type you'll also want to look the Scope & Filters tab and the Team tab. How/if you configure those tabs depends on your specific needs. For example:

  • if you want a report to be available to run on a specific entity grid, or multiple grids (such as the project grid), then you'll need to visit the Scope & Filters tab
  • if you want to apply a filter (or filters) to a report, and potentially allow the report consumer to change them before and/or after running the report, you'll need to visit the Scope & Filters tab
  • if you want to give users permission to view specific reports, then you'll want to visit the Team tab to add the users (along with a permission profile) to the Team tab for each report you want to grant access to (as opposed to granting global permissions to all reports)
  • ...and more

We hope this overview of output types and pointers to additional information will help you along your way to successful report design. Remember - the Preview Pane is the biggest tool in your toolbox. The Preview pane is the right-hand section of the report designer - as you design your report (particularly after you have selected the minimal required data), it automatically updates to show the impact of your selections. We encourage you to take advantage of this real-time feedback to experiment with output types, data selection, and formatting. If you don't like what you see, change it!

Create the Report 

To create any report type, start by doing the following. 

  1. Click the Reports top-nav link to display the Reports list.
  2. Click the New button to open the report designer opens. (Remember you must have permission to create reports in order to see the New button.)
  3. In the General tab of the report designer, select a Topic, and Type, and enter a Title, and optionally enter a description.

At this point you might want to take a look at the table below - it contains an alphabetical listing of all report output types, relevant notes, and links for further information and examples. 

Output Type Notes

Area:Basic

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Area:Stacked
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Area charts are similar to line charts - they simply have a color "fill" between the line and the axes. For reports displaying many values, some people find the area chart easier to read than a line chart.

Data tab  - Bottom axis requires one field that represents a category, and at least one value field (max of 10) for the Left axis, just like a line chart. Each value field is shown as a line; the area beneath the line fills in automatically. The Area:Stacked 

Display tab - You can configure labels and text for the axes. See Display Tab for information about formatting options, including adding a legend and configuring drilldowns.

See example: Simple Project Financials Comparison

Bar:Basic

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Bar:Stacked


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Used to compare one or more values across a category. Stacked bar charts display the value end-to-end, rather than side-by-side, which can be useful is chart real estate is tight.

Data tab - Left axis requires one field that represents a category, and at least one value field (max of 10) for the Bottom axis. 

Display tab - You can configure labels and text for both axes. See Display Tab for information about formatting options, including adding a legend, configuring sorting, and drilldowns.

See example: Planned versus Actuals

Bubble

Each axis represents one value - bubbles add another data point. Their varied size is useful for quick visualization of the specific value per instance, such as cost per project (with a bubble representing each project). Note that users can hover over bubbles to view the details, including the bubble Size field value if not displayed.

Data tab - Left and Bottom axes each require one value field; a bubble Size value field is required as well. Title and Color fields are optional. Bubble Size must be numeric field type that can be aggregated. Title field displays the selected value if configured to Show in Bubble or Show with Leader line

Display tab  - See Display Tab for information about formatting options, including adding a legend, configuring sorting, and drilldowns. Configure Min/max values for Bottom axis, and format data. You can create a quadrant by overlaying the axes with a symmetrical set of crosshairs. Each quadrant can be labeled. The quadrant is useful for scoring and other reports where the placement of bubbles is relevant categorically (which quadrant does bubble fall in) and relatively (where did the other bubbles fall). 

See example: Intake Request Risk vs. Value

Column:Basic/Stacked

2020-11-10_15-56-14.png

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Same as bar chart, with axes reversed - category along Bottom axis, value along Left.
Combination: Area, Column, Line

Allows you to overlay 3 report types on one report. This is useful if you are comparing a lot of data on one chart and need to visually delineate.

Data - The Column chart has a right axis in addition to the left and right, allowing a comparison of 2 sets of values across the same category. The line and area charts allow you to display additional values such as actual hours and actual cost, in the same range as the column values. 

Display -  Includes a Right axis where you can also display/format values and text derived from the Right data axis.

See [cookbook example].

Crosstab  
Donut

donut vs pie - when you want another dimension, further broken down - cost of projects per type, whithing that see my costs per status by type. What is still inproposed stage, vs active project costs

for 

pie only one dimension, costs per project status, no further breakdown

can have multiple groupings

Gantt

Gantt reports provide a visual summary of an entity's progress over time (usually a task), along with a configurable set of columns that provide related data about the report topic/entity. These charts are useful if you want to combine text and graphics on a single report.

Data - Configure Gantt bars based on date fields (such as Start and Target) that control the width of the bars. Optionally include hover text labels. For the columns, add fields exactly like you would a list report (add fields List Fields bucked). The graphical bars (one is required, 2 are available) are delimited by date fields

Display - Configure display settings in column header menus (like list reports) Several interactive controls are available for adding labels, color, determining time span, and so on.

See Formatting Gantt Reports (Beta).

Hierarchy Chart (not yet supported)  
Line

Line charts reflect change over time by plotting points on a line. 

Line charts require one value field (and a max of 10) for the Bottom Axis, and can hold up to 10 fields.

List

List reports are columns of data that can be sorted and grouped, and can include sub- and grand-totals. Good for data-intensive reports that would not be effective graphically.

Data - Choose the fields to populate the report - there is just one data bucket.

Display - You can add a Container Heading in the Display tab, otherwise, all formatting of the list report is driven from the options provided by the column header menus. A column header is available at the top of each column (hover your cursor over the right-hand side of the column header). Select formatting items from the menu. See Formatting List Reports (Beta).

Pie Combine data into data points, like type, status
Spiderweb

See 2 dimensions are the same time. Projects by type, demand and actuals

Grouped data