Snapshot Report - Building a report

Modified on Thu, 28 Nov, 2024 at 11:16 AM

The snapshot Report is designed to provide you with the ability to build a report that shows you the status and summary of the project(s) on one page.

The snapshot report allows you to pull data from all facets of the project(s) to create the report. Information can be pulled from financials, smart forms, registers and the project itself. The reports can be built using predefined format templates or custom format templates. You can save your reports as templates eliminating the need to configure the report again. These report templates can be shared with other users and made global by the administrator.

The Snapshot Report can be accessed by first opening Reports from the global navigation bar.

Select the Snapshot Report from the range of reports available through your site’s configuration.

This will bring you to the snapshot report control screen.

You can make use of a user guide to help a user get a complete understanding of a feature or a product. For example, this is how a user guide might look for using article template

Building your Snapshot Report

First select the programme or project you wish to run the report for and then enter a report title.

Building a Report at Project Level

Here we will look at creating a report at a project level.

Give the report a title (optional) and select the relevant project (click select current project if you have it open).

The first section consists of the project summary bar.

Select the information you wish to display and use the arrows to move the fields across to the right-hand side.

In the second section we want to look at all tasks within the project.

Select Tasks as the Project Detail
Display all items
Give the section a title
Select the view you wish to use from summary, trend and grid; in our case we’re choosing summary
The chart can be a bar, column, donut, pie or treemap; we’re using donut
Select the status of the tasks you want displayed; we’re selecting all options
In the third section we want to look at the risk matrix of open risks within the project.

Select Risks as the Project Detail
Display a Selection of Items and click EDIT
Right click the Status column
Tick Open under Filter Rows and click Apply to only see the open risks.

Tick checkbox in the column header and choose select visible, then click save.

Give the section a title
Select the view you wish to use from summary, trend and grid; we’re using summary
Select what you want to display the matrix by; we’re selecting number of risks

In the fourth section we want to look at the high and very high issues within the project.

Select Issues as the Project Detail
Display All Items
Give the section a title
Select the view you wish to use from summary, trend or grid; we’re using grid
Select the issue status; we’re selecting All
Tick which impacts you wish to show; we’re showing high and very high
Select which columns you wish to display

Click run to generate the report.

Select Back if you wish to make any edits to the criteria, and select Export if you wish to share the report.

This will open a window giving you the option to export as an image, a custom PDF or a single-page PDF.

Export as an Image

This option will export the report as a .png file.

Export as a PDF (Manually change the layout)

When exporting as a PDF and manually changing the layout, you need to drag and drop the report panels from the left-hand side of the screen to the right, prior to performing the export. Widgets can be selected or excluded and ordered as you see fit.

Once the selection is complete, click export.

Export as a PDF (Single Page)

This option will export the report as a single page PDF file, which will be downloaded locally to your machine.

Building a Report at Programme Level

Here we will look at creating a sample report at a programme level.

Give the report a title (optional) and select the relevant programme (click select current project if you have it open).

The first section consists of the programme summary bar. Select the information you wish to display and use the arrows to move the fields across to the right-hand side.

In the second section we want to look at all tasks within the programme.

Select Tasks as the Project Detail
Display all items
Give the section a title
Select the view you wish to use from summary, trend and grid; in our case we’re choosing summary
The chart can be a bar, column, donut, pie or treemap; we’re using donut
Select the status of the tasks you want displayed; we’re displaying all.
The Third section we can look at the risk matrix of open risks within the programme.

Select Risks as the Project Detail
Display a Selection of Items and click EDIT

Right click the Status column
Tick Open under Filter Rows and click Apply to only see the open risks.

Tick checkbox in the column header and choose select visible, then click save.

Give the section a title
Select the view you wish to use from summary, trend and grid; we’re using summary
Select what you want to display the matrix by; we’re selecting number of risks

In the fourth section we want to look at the high and very high impact issues within the programme.

Select Issues as the Project Detail
Display All Items
Give the section a title
Select the view you wish to use from summary, trend or grid; we’re using grid
Select the issue status; we’re selecting All
Tick which impacts you wish to show; we’re showing high and very high
Select which columns you wish to display
Click run to run the report

Select Back if you wish to make any edits to the criteria, and select Export if you wish to share the report.

This will open a window giving you the option to export as an image, a custom PDF or a single-page PDF.