Project Reports

The Project Reports page allows user to create various project reports such as: Project Score, Trend Chart, Bubble Chart and Narrative Reports based on the project score template slected. The report selected by default (while the page is loaded) is Project Score report. The process to create a report is broken down into steps to make it easier for users to follow.  Reorts from this page can be added to the Manager’s Dashboard for further analysis and reproting. This page can be viewed by only those users who have either Read/Write or View access.

Project Score:

project reports project score chart

Figure 1

Trend Chart:

project reports trend chart

Figure 2

Bubble Chart:

project reports bubble chart

Figure 3

Narrative Reports:

project reports narrative reports

Figure 4

Add to Dashboard:

This functionality is to add a selected chart to the Dashboard.  (Figure 1)

 Steps:

  1. Score Register –> Project Reports
  2. Click the ADD TO DASHBOARD button.  (Figure 1) A popup shown in Figure 5 appears.
  3. Give name and description for the dashboard and click SAVE. (Figure 5)

add to dashboard

Figure 5

Chart Settings:

This functionality is used to modify the color of the charts generated, and also to create and save the editable chart settings and report script. Each chart has its own chart setting.  The accessibility of these chart settings is different for different users.

  1. Users with global access Read/Write option – The editable drop down has all the global shared chart settings as well as those saved at the personal level.  Global access saved name cannot be edited at the global level.
  2. Users with global access Read Only (View Only) option – The editable drop down has all the global shared chart settings as well as those saved at the personal level.  The saved name stores only to the personal level, no other users can view that name.
  3. Users with global access No Access option – The editable drop down has only the chart settings saved at the personal level.  The saved name stores only to the personal level, no other users can view that name.

project reprots chart settings

Figure 6

The color is set by clicking on the corresponding color shown beside each field.  An example of the color picker for various fields is shown in the Figure 7.

  color picker

 Figure 7

Edit Color:

Steps:

  1. Score Register –> Project Reports
  2. Click the CHART MANAGER button to go to the chart settings page.  (Figure 1)
  3. Modify the colors needed.

Save As:

This functionality is used to save the user editable chart settings globally or locally with a name and description.

Steps:

  1. Score Register –> Project Reports
  2. Click the CHART MANAGER button to go to the chart settings page.  (Figure 1)
  3. Edit the report script and chart settings and click SAVE AS button.  (Figure 6) A popup appears.  (Figure 8)
  4. Give name and description to save and also give the global access option in the popup appears. Click the SAVE button.  (Figure 8)

chart settings save

Figure 8

Set As Default:

This functionality is to ser the selected chart settings name, as the default chart.

Steps:

  1. Score Register –> Project Reports
  2. Click the CHART MANAGER button to go to the chart settings page.  (Figure 1)
  3. Select a name from the Load drop down.  (Figure 6)
  4. Click the SET AS DEFAULT button to set the selected chart as default.  (Figure 6)

Reset:

This functionality is used to reset all the values and report script of the chart to predefined values and script.

Steps:

  1. Score Register –> Project Reports
  2. Click the CHART MANAGER button to go to the chart settings page.  (Figure 1)
  3. Click the RESET button to reset the values and report script.  (Figure 6)

Insert Variables to Report Script:

This functionality is to insert the variables like Project Name, Project ID, Grade, Score, No of Tasks and Ratio to the report script of each chart.

Steps:

  1. Score Register –> Project Reports
  2. Click the CHART MANAGER button to go to the chart settings page.  (Figure 1)
  3. To insert the variables, place the cursor anywhere in the report script and click the required variables from the INSERT VARIABLES TO REPORT SCRIPT section.  (Figure  6)

Go to Reports:

This functionality is used to navigate to Reports page from the chart settings.  (Figure 6)

Export to Word:

This functionality is used to export a selected report to MS Word. To export the selected report, click the Export to Word link.

Export to PowerPoint:

This functionality is used to export a selected report to MS PowerPoint. To export the selected report, click the Export to Power point link.

Export to PDF:

This functionality is used to export a selected report to PDF. To export the selected report, click the Export to PDF link.