Reports provide the customized matrix view of your projects analytics and stats. You can also use reports to get your project and company data. Reports are user specific for now; that means each user can generate their own reports.
With Reporting, you are able to analyse multiple projects in single matrix, report your progress to the stakeholders and keep the record effectively to assure accuracy of your project history.
1. Access Reports
Reports can be accessed by following navigation.
2. Data Indexing
In order to generate a report, data indexing is required. Data indexing can only be done by Super Admin. Other users can not use Reports unless data has been successfully indexed by Super Admin.
Note: During the data indexing of Reports, all organization users are temporarily blocked from using Yodiz.
Organization Data must be indexed first to generate a Report whenever required.
3. Select Report Criteria
To generate a report, you can select multiple Projects and Item types. You can also use Item filters for more specific results. Filters are also applicable on any of available custom fields, in addition to all the common fields. Default sorting order is by “Updated on”. Use “Sort By” dropdown to change the sorting order.
Once you have provided the required criteria, click on “Generate Report”.
To fetch the latest project data in reports, please resync the data. Ask your Super Admin to resync if you do not see this option on reports page.
4. Choose the Viewing Experience
Processing and rendering of your data set depends on view type. Following views are available for Reports:
4.1 Tabular View
Tabular view shows report in the form of a table. Use Tabular view, if you want to see data in simple matrix view. You can group the records to organize the data in a particular order.
4.2 Pivot View
Use this view to summarize, analyse and present a large amount of data in single report where data is classified by two attributes. You can sort your data by adding separate row and column to generate your two dimensional Pivot report. Select any of available attributes as row or column. Pivot view shows you data summary for these selected attributes.
For example; in the screenshot below, to make a pivot view from a tabular view, we are summarizing data by “Columns of: Sprint” and “Rows of: Status”
Click on “Apply” button and your report will be generated. Sum of items for each available Status vs Sprint is shown in this Pivot view.
4.2.1 Pivot Detail View
You can click on the individual cell of Pivot view, to see the related details. To show value of any item field, you can also add more columns in the Pivot Detail view by clicking on the column customization section.
5. Group Records
Grouping allows you to organize similar data visually. A group is a collection of records, where the common attribute value is shown on the very left column.
You can group your data by selecting a column header dropdown icon available at the left of the column label. Selecting “Group By”, “Sum” or “Average” will sort your data in groups.The group defining column will be moved to the left side of records. You can apply grouping on more than one column at a time. Sorting order can also be changed by clicking on column header arrow on numeric attributes. The data within the groups can also be sorted in their respective columns.
Note: Grouping option is only available on “Tabular View” and “Pivot Detail View”.
6. Ungroup Records
You can ungroup your data in same way; by selecting the “Ungroup” from the column header dropdown.
7. Custom Columns
You can also customize generated report by adding and removing columns. This can be done by clicking on columns button . Column customisation is accessible in Tabular and Pivot Detail view. Columns can be rearranged using drag and drop feature. You can also rename columns by using the pencil icon provided with each column name.
8. Export Data
You can export your report in CSV and Excel format, only loaded data will be exported. In order to export your data click on the settings option (inline image) provided in the contextual menu.
Note: Export option is not available for pivot view yet.You can export the data from pivot detail view.
9. Reuse Saved Report Queries
Left navigation of the Reports will show the list of All Reports, so you can easily switch to your desired report.
10. Contextual Menu options
There are some options available to facilitate user in the contextual menu.
- View reports: If you click on this option, you will land on Reports home page. This page shows the list view of your all Reports.
- Full View: If you select this option the pop up view will be maximized.
- Refresh: This option will refresh the report by synchronising any new changes in report.
- Settings: You can export, duplicate and delete your report from here.
Reports are supported with pagination, you can load from 25-100 Items per page.
Note: Use Google Chrome browser for better user experience.