Reports
On the main navigation bar, choose the Report option. Many types of reports are available:
| Column reports | Results are presented in columns. The report output may be sorted and further filtered. You can use these to create reports that utilize hierarchies of data |
| Summary reports | These provide a count of issues within any criteria that you select. You can sub-total on any fields selected to summarize. Drill into the details of any number |
| Matrix reports | After selecting which fields you want to see across and down, the report displays a count for each combination of the fields selected. These reports may also display time-based results. Drill into the details of any number |
| Aging reports | These are used to break down how long different issues have been within different statuses. Use these to find bottlenecks in your processes |
| Calendar reports | Display the output in a calendar-style format to see when events are due. Drill into the details of any issue or add new events to the calendar |
| Planning reports | Use relationships between issues in your data to control the start and end date of different events. |
| Charts | There are many inbuilt chart types such as pie, bar, area, line, pareto, u-chart, and c-chart |
| Taskboard reports | Kanban-style reports that allow you to view many issues at a glance, and to move these around your organization, either in terms of assignees, priorities or any other criteria |
| Treegrid reports | Display hierarchical information in collapsible / expandable sections on reports, complete with drilldowns |
| History Report | Display historical data on issues |
| Dashboard reports | Combine several charts and reports together into a single report to present summary information. Complete with drilldowns |
| Custom reports | The sky’s the limit! If there is not an inbuilt report type, these are used to build your own |
| Container reports | Combine several charts are reports together into a single report in Adobe PDF form |
| Geospatial reports | Interactive and static output of your geo-coded data on maps of the globe |
| Administrative reports | Without granting full administrative rights, provide users with a view to data such as user sign on logs |
Most report types have access to a range of common features:
- Output the results in a wide variety of options – browser, PDF, Excel, Word, text, XML
- Conditional formatting of results – highlighting of results according to the data they present
- Send documents to the internal document respository
- Point-in-Time results – look at the data as it stood at any date in history
- Output the report definition along with the data – ideal for regulatory reporting
- Schedule reports – output one or many reports to be delivered via email
- Drag-and-drop issues between reports within Workspaces to intuitively update data within the results