Snapshot Report - Reports Management

Running the Report

Once each section has been configured, click Run at the bottom right-hand corner of the screen to run the report.

Saving the Report

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. 

Enter a Saved Report Name and click Save once the report has been created.

The report can then be accessed under the Report dropdown at the top of the page

Once you’ve saved the report, it can be turned into a system-wide report for all users to run by an administrator.

Exporting 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.

The report will be output as a PDF. 

Export as a PDF (Single Page)

This option will export the report as a single page PDF file.

Advanced Display Options

Once you’ve built a number of reports, you can start to experiment with more complex datasets, these are some of the options we would advise. Flexibility in Reporting is provided for via the Display Option which allows for the selection of:

• All items
• All Items in the Project
• Selection of Items
• These settings are available for Tasks, Risks, Issues, Milestones, Registers and Financials
   

All Items

This option will only display the items in the selected project

Selection of Items

This option allows you to customise your selection of items. 

Click EDIT to open the selection window.

Tick the boxes of the items you wish to include and click SAVE to confirm. 

Saving Views

To save a view, click on Show Columns to select your preferred columns. 

• You can now select the Columns you wish to have included in your Saved View.

  
  

  

  
  

  Report Design Guidance

  
  

  Based on Cora Systems experience with building reports for customers, we would make the following recommendations to keep in mind when building your own reports. 

  
  

  • The purpose of this snapshot report is to show a one-page summary of project, programme or portfolio information, if something needs more than one page, you should be looking at the report builder or individual dashboard widgets.
  • If your report has got too much information with too many widgets, break it up into separate reports and save them so they can be used for specific purposes in the future.
  • Avoid unnecessary and repetitive information, for example, generally there is no need to include a title and a description. 
  The report should be outputting high-level detail, if you want more information on a certain record you can find it within the system.
  

  You can represent the same dataset visually in multiple ways. For example, you can display financial data using a graph or a grid.

You can create saved templates for these snapshot reports and they can be shared amongst all users in the system, they can be promoted to system reports if necessary.

Your system configurator can place a link to the snapshot report on the project toolbar.

For best results, build a library of saved reports. So instead of having one report that you alter each time, start to build a library of customised reports that are configured differently.

Good examples of Snapshot Reports