Creating Reports

On the main navigation bar, choose the Report button. Several types of reports are available, assuming the user has been given the appropriate permission:

Report Access

  • Column Reports - When you choose to design a new column report, you are able to select which columns you see on the output, as well as being able to select the query filters for the records you want to see

    Column Report Creation
  • Summary Reports - Similar to column reports, you choose which columns you want to view on the output. However, ExtraView will give you a count of issues within each column you select. For example, you could set up to see a count of issues assigned to each person, by status, by product

    Summary Report Creation
  • Matrix Reports - The administrator will have decided on the presentation of fields on the report, and after choosing query filters and pressing the Go button, the user will see a detailed view of the results.

    Matrix Report Creation
  • Aging Reports - These reports are designed to show how long issues have remained in various statuses as the issues were progressed from stage to stage.

    Aging Report Creation
  • Calendar Reports - As the name suggests, these reports are presented in a traditional calendar format. All calendar reports rely on choosing a date on which an event happens. The date may be, for example, the due date of an activity or task, or may be a date such as the date a group of issues were created.

    Calendar Report Creation
  • Planning Reports - Planning reports will not work with all configurations, and require your data to be organized in a specific way. Your administrator may have turned off this feature if it's not appropriate. The Planning report allows the user to see many project records, and their tasks, all on a single report. The user can interact with the tasks on the report, allowing them to move the start or end dates of each task. The user can also drilldown into any task and update the fields on the task.

    Planning Report Creation
  • Charts - These allow you to design and draw charts based on Pie, Line or Bar formats.

    Chart Creation
  • Dashboard Reports - Dashboard Reports are created for the purpose of placing these on user’s Home Pages. Like all other reports, they may be personal or shared. A dashboard report is designed to show summary information. This summary information may originate in a Summary Report, a Matrix Report, an Aging Report or a Chart.

    Dashboard Report Creation
  • Custom URL Reports - As the name implies, Custom URL reports allow the user to create a custom report, which may or may not involve execution of the report within ExtraView. The key point is that these reports use the ExtraView framework to present the report.
    For example, the report may execute ExtraView custom code to present results in a way that the inbuilt ExtraView functions were never designed. As well as executing code within ExtraView, Custom reports can run almost anything that can be accessed via a URL.

    Custom URL Report Creation
  • Container Reports - Container reports are designed to output to the Adobe PDF format only. They do not output their results to any other format. Container reports are also designed to allow more than one report to be placed on the output. For example, you can place several reports and charts all on a single PDF report. To achieve this, existing reports are moved into an intermediate format called a layout for an existing report, and these are then placed into a container from which the PDF output file is then created.

    Container Report Creation

All reports can be prepared and saved for future use. They are then displayed on the Report screen and simply clicking on the title of the report will allow you to run a report. Note that if you want to choose the current date as a filter, and save this for the future, you can enter $$SYSDATE$$ into the field.

All reports with the exception of charts can be created in your browser, in Microsoft Excel, Microsoft Word or as text. If you want to copy a chart to a different program, right click on the chart, and choose the Copy option. Within the remote application, paste the chart.


References