Project Reports

Project Reports can be created to show many different factors for projects. There are numerous filters that can be applied to reach the desire results.

Date Range

The initial display above includes the option to select date ranges for the report and to restrict the results to a maximum number of records.

All Dates - Chooses all items regardless of the dates. This option is not available for all reports or filters (so may not appear in the drop down list). As a caution, when it is available, it is recommended that it is used only with small sets of data, otherwise your results will be very large and it may take a long time to generate the report.

Dynamic Dates - Are a preset ranges of dates that are commonly used, such as current week, current month, last month, next year and that change automatically. If a report is saved with these settings or a filter is remembered with these settings, the next time report is run of the filter is applied, the date range will change automatically relative to the current date. For example, if the current month is October, selecting "Current Month" as a Dynamic Date Range will automatically set the date range to Oct 1 to Oct 31st. If the current month then becomes November, the date range will reset automatically to Nov 1 to Nov 30. The report or filter does not have to be changed as the range changes automatically.

Specific Dates - These are specific dates that are entered and you control what the range is. If a report is saved with these settings or a filter is remembered with these settings, those specific date ranges will be saved as well and when the report is re-run or the filter applied, it will always use those exact dates, they will never change.

Master Folder Filtering Options

Selecting from the drop down, you may filter the report based on any folders that have been set as a Master Folder.

Company Filtering Options

Selecting from the drop downs, specific companies and/or contacts may be selected to refine your report.

Advanced Company & Company Contract Filtering Options

Selected companies MUST be associated to the project as the default company can be selected to further filter results.

Selected company contracts MUST be associated to the project as the default company contract can be selected to further filter results.

Project Group & Department Filtering Options

Selecting from the drop downs, Groups and/or Departments may be selected to refine your report.

Project Sponsor, Resource & Project Manager Filtering Options

Selecting from the drop downs, Project Sponsor, Resource & Project Manager Filtering Options can be used to further filter results.

Project Sponsors are associated with projects by the Project Manager in the Add Project - General section when adding or editing projects. Resources are added to existing projects by Project Managers, Project Schedulers and Resource Managers using the Add Resources to Projects function within projects.

Project Status & Condition Filtering Options

Using the drop downs and check boxes you can filter projects based on Project Status, Project Type and Project State.

Project Information Filtering Options

Setting specific properties and/or conditions for the project can further refine your results.

Report Types default to filtering the Report Types based on those projects which match any of the selected conditions.

Other Report Options

Return only projects that match all selected report types on the left (logical and) used if the Report Types should ALL be true in order to return the results.

Note that use of any of the five filters below will filter your report to a small number of results since they are absolute values

  • Customer Name allows you to type in a text to be used as an exact match for filtering.
  • PO/Job# allows you to type in a text to be used as an exact match for filtering.
  • Customer Job# allows you to type in a text to be used as an exact match for filtering.
  • Status Description allows you to type in a text to be used as an exact match for filtering.
  • Number allows you to type in the Project Insight project number to be used as an exact match for filtering

Active Projects allows you to select from the drop down of active projects.

Custom Field Filtering Options

Custom Field Filtering Options will display if custom project fields have been added by the Project Insight administrator with a property to allow the custom project field as a report filter data field. Information on setting a custom project data field as a report filter is contained in the Custom Fields Definition topic. The image below is only an example.

Charting Display Options

Two types of Charts are available to be used to view data. Up to four charts can be created during the process

Predefined allows for a drop down selection of any charts that have been predefined.

Custom Chart allows for selection of information to create a chart.

Chart Type includes six different types of charts that can be created. These include Area, Bar, Column, Donut, Line and Pie.

Aggregate By enables a selection of data field to aggregate upon.

Chart Column enables a selection of columns for data for the chart to use.

  • Aggregate Type enables you to select Sum, Average, Count, Max or Min for the column of data.
  • Hide # enables you to hide the number for the data.
  • Stacked enables you to stack the data.

*Note there is an add icon at the end of the row which allows you to add multiple rows of data fields for the chart.

X-Axis and Y-Axis

Bar Chart: Aggregate By is the y-axis and the Chart Columns is the x-axis.

Column Chart, Area Chart and Line Chart: Aggregate By is the x-axis and the Chart Columns is the y-axis.

Tile Charts Vertically will change the output of more than one chart so that the charts display in a single, left-justified column as opposed to a horizontal display (side-by-side) across the top of the page

Include the Table Results with the Charts will display the report with the report data supporting the chart(s) in a table format below the chart(s) display. The table results are simply a report which is identical to what you would see if you ran the report without using the Charting Display options.

Portfolio Group By / Sub Total Options

The report can be grouped by column names or sorted by column names in either ascending or descending order.You can also stack several choices and group within groups or sort within sorts.

Column Selection Filtering Options

Column Selection Filtering Options will control the data fields displayed as columns for the report. Detailed information for setting preferences in the data field column displays is contained in the Page Display Options topic. Further information on the data within these columns is available in the Project Report Data Reference> topic.

Save/Share Report

See Save & Share & Schedule reports - it's the same for every report
Online 11/3/2016