Reports (Business Unit)

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

Business Score:

business score

Figure 1

Bubble Chart:

bubble chart

 Figure 2

Net Score:

net score

Figure 3

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. The accessibility of these chart settings is different for different users.

  1. Users with global access Read/Write option – The editable dropdown 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 dropdown 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 dropdown 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.

business unit reports chart settings

 Figure 4

Each chart has its own chart setting.

 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 Figure 5.

color picker

Figure 5

Edit Color:

Steps:

  1. Business Unit—> Reports
  2. Click the CHART MANAGER button to go to 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. Business Unit> 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 4)
  4. Give the name and description to save and also give the global access option in the pop up appears. Click the SAVE button. (Figure 6)

chart settings save

Figure 6

Set As Default:

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

Steps:

  1. Business Unit> Reports
  2. Click the CHART MANAGER button to go to the chart settings page. (Figure 1)
  3. Select a name from the Load dropdown. (Figure 4)
  4. Click the Set As Default button to set the selected chart as default. (Figure 4)

Reset:

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

Steps:

  1. Business Unit> 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 4)

Insert Variables to Report Script:

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

Steps:

  1. Business Unit> 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 4)

Go to Reports:

This functionality is used to navigate to Reports page from the chart settings. (Figure 4)

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.