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Create a report

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Anyone can create a report on the dashboard. When a user creates a report, it is private. Only data architects can create public reports.

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Before you create a report

Reports return information related to the projects or tasks that meet the criteria you specify in filters, summaries, and column sets. Project reports return results based on single-value categories and summarized data tables, while task reports return results based on individual rows within project task tables. Therefore, before you create a report, think about the information you want to access. For example, if you want to see how many projects are in progress at each location, average project duration, or estimated hard savings, then create a project report. Conversely, if you want to see open tasks at each location, tasks assigned by belt level, or high priority tasks that are unassigned, create a task report.

Create a private report

Anyone can create a private report on the live site. Only the report owner can view and edit the private report, unless they decide to share it with other users. For more information about sharing reports, go to Share a report.

  1. In the web app, select Dashboard, then choose Actions > Create New Report.
  2. Choose one of the following options.
    Projects
    Creates a report based on projects.
    Tasks
    Creates a report based on tasks. When you choose this option, only projects that have tasks are included in the report.
  3. Select Create.
  4. When the report opens in edit mode, complete any of the following tasks. For more information, go to What is edit mode?.
  5. Select Save to save your changes and close edit mode.

Create a public report

Only data architects can create public reports . Anyone can view a public report, but only data architects, report owners, and users who have Can Edit access can edit the report.

When there is not an active sandbox

As a data architect, you can create or edit public reports from the dashboard on the live site, but only when a sandbox is not active. Use this method when you want to create a simple report or make a small edit because your changes are applied to live the site immediately after you exit edit mode.

  1. In the web app, select Dashboard, then choose Actions > Create New Report.
  2. Choose one of the following options.
    Projects
    Creates a report based on projects.
    Tasks
    Creates a report based on tasks. When you choose this option, only projects that have tasks are included in the report.
  3. Select Create.
  4. When the report opens in edit mode, complete any of the following tasks. For more information, go to What is edit mode?.
  5. Select Make Public.
  6. Select Save to save your changes, close edit mode, and apply the changes to the live site.

When there is an active sandbox

As a data architect, you can create or edit public reports from the dashboard in the sandbox. Use this method when you want to create multiple or complex reports or make big changes because you can test the reports before you make them available to all users on the live site.

  1. In the web app, select Design. If a sandbox is not available, then create one.
  2. In the sandbox, select then choose Actions > Create New Report.
  3. Choose one of the following options.
    Projects
    Creates a report based on projects.
    Tasks
    Creates a report based on tasks. When you choose this option, only projects that have tasks are included in the report.
  4. Select Create.
  5. When the report opens in edit mode, complete any of the following tasks. For more information, go to What is edit mode?.
  6. Select Save to save your changes and close edit mode.
  7. Review your changes in the sandbox.
  8. When you are satisfied with your changes, select Publish Changes to apply the changes to the live site.

Include ideas in a report

By default, both public and private dashboard reports include project or task data only. If Workflow is enabled, you can choose to include ideas in a dashboard report. When you include ideas in dashboard reports, you can analyze ideas and projects together in a single dashboard to provide more insight into the improvement pipeline.

To include ideas in a report, be sure that Workflow is enabled and that you have permission to edit the report.

  1. Create a new report or open the report to edit.
  2. In edit mode, select Include ideas in report.
  3. Select Save to save your changes and close edit mode.
Ideas are now included in this report's data. All summaries in this report now include both ideas and projects, so review the report to ensure that totals reflect your expectations.
Consider the following best practices when including ideas in your reports.
  • Use clear report names and descriptions to indicate whether ideas are included.
  • To control which ideas are counted or to temporarily exclude ideas from a report, create filters based on Workflow stages. For more information, go to Create filters.
  • To create a dashboard report that displays only ideas, create a summary with a subset defined by the Ideas stage. For more information, go to Create summaries.
  • To see if an existing report includes ideas, from the dashboard, choose Actions > Report Properties.
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