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Managing chart- and dashboard-based reports Follow

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Yulia Ivanova
  • Updated

A chart-based report includes data from a single chart. A dashboard-based report includes pictures of all charts in that dashboard.

Any project member can generate a report on a chart or dashboard that they can view. Dashboard owners, project administrators, and license administrators can schedule email delivery of chart- and dashboard-based reports to project members and external recipients.

See also:

Chart-based report options

The chart-based report options apply when you schedule or generate chart-based reports.

Option Description Available in formats
Format

Report format, one of the following:

  • PDF. A PDF file with the chart.
  • PDF with issues. A PDF file with the chart and a detailed list of issues that contribute to the chart.
  • XLS. A Microsoft Excel spreadsheet with the chart data.
 N/A
Company logo

Add the company logo to the title page.

License administrators can edit the company logo.

PDF

PDF with issues
Text comments
 		 Include text comments to issues.
 		 PDF with issues
 
Attachments
 		 Include issue attachments.
 		 PDF with issues
 
Field updates Include the history of issue field updates. PDF with issues
Markup updates Include the history of issue markup updates. PDF with issues
Data tables
 		 Include tables of chart values in the report. PDF
PDF with issues
 
Image size The size of issue markups. PDF with issues
Issue fields

The issue fields that you want to add to the report.

For example, you can add issue levels, sheets, or tags.

 PDF with issues
Order by

The fields for ordering the list of issues (up to three).

To add another field, click Add another. For each field, select the ordering direction (ascending or descending).

 PDF with issues

Scheduling chart-based reports

Dashboard owners, project administrators, and license administrators can schedule email delivery of chart-based reports to project members and external recipients.

To schedule a chart-based report:

  1. Open the dashboard and scroll down to find the chart.

    See Viewing project dashboards and Viewing cross-project dashboards.

  2. Do one of the following:
    • In the upper-right corner of the chart box, click Actions image1.png, and then click Schedule delivery.
    • In the upper-right corner of the chart box, click Actions image1.png and click Configure. Then, at the top, click Schedule delivery.
  3. Switch the Deliver on schedule toggle.png toggle on, and specify the delivery period settings.
  4. Specify the report options.
  5. In the Send to field, select the project members that will get the report, or type the email addresses of external recipients.
  6. Click OK.

Scheduling dashboard-based reports

Dashboard owners, project administrators, and license administrators can schedule email delivery of dashboard-based reports to project members or external recipients.

To schedule a dashboard-based report:

  1. Open the dashboard and scroll down to find the chart.

    See Viewing project dashboards and Viewing cross-project dashboards.

  2. Do one of the following:
    • In the upper-right corner of the dashboard box, click Actions image1.png, and then click Schedule delivery.
    • Click the dashboard box to open the dashboard and then, at the top, click Schedule delivery.
  3. Switch the Deliver on schedule toggle.png toggle on, and specify the delivery period settings.
  4. If you want to add the company logo to the title page, select the Company logo checkbox.
  5. If you want to include tables of chart values in the report, select the Data tables checkbox.
  6. In the Send to field, select the project members that will get the report, or type the email addresses of external recipients.
  7. Click OK.

Generating chart- and dashboard-based reports

In addition to scheduled report delivery, you can generate a report and email it to any person at any time.

To generate a chart- or dashboard-based report:

  1. Open the dashboard and scroll down to find the chart.

    See Viewing project dashboards and Viewing cross-project dashboards.

  2. Do one of the following:
    • To generate a dashboard-based report, in the upper-right corner of the dashboard box, click Actions image1.png and then click Send now.
    • To generate a chart-based report, open the dashboard and scroll down to find the chart. Then do one of the following:
      • In the upper-right corner of the chart box, click Actions image1.png and click Send now.
      • In the upper-right corner of the chart box, click Actions image1.png and click Configure. Then, at the top, click Send now.
  3. Do one of the following:

    • For a dashboard-based report, specify the following options:

      Option Description
      Company logo

      Add the company logo to the title page.

      License administrators can edit the company logo.
      Data tables Include tables of chart values in the report.
    • For a chart-based report, specify the report options.
  4. In the Send to field, select the project members that will get the report, or type the email addresses of external recipients.

  5. Click Send.

    The report generation might take a few minutes. Then all recipients will get the report by email.

Managing subscription to chart-based and dashboard-based reports

You can subscribe to or unsubscribe from scheduled reports.

Subscribing to chart-based and dashboard-based reports

Any project member can subscribe to a scheduled report that is visible to them.

To subscribe to a report:

  1. Open the dashboard and scroll down to find the chart.

    See Viewing project dashboards and Viewing cross-project dashboards.

  2. Do one of the following:
    • (chart-based reports) Open the dashboard and find the chart. In the upper-right corner of the chart box, click Actions image1.png, click Schedule delivery, then add yourself to the Send to field, and click OK.
    • (dashboard-based reports) In the upper-right corner of the dashboard box, click Actions image1.png, click Schedule delivery, then add yourself to the Send to field, and click OK.
    • (scheduled dashboard-based reports) In the upper-right corner of the dashboard box, click Actions image1.png, click Subscribe, and confirm the subscription.

Unsubscribing from chart- and dashboard-based reports

You might receive reports by email because another project member added you to a mailing list. If you do not want to get these reports, you can unsubscribe from them by clicking the unsubscribe link at the bottom of the email message. If there is no unsubscribe link, it is a one-time email that was sent manually.

You can also unsubscribe from reports at Revizto Workspace.

To unsubscribe from a report at Revizto Workspace:

  1. Open the dashboard and scroll down to find the chart.

    See Viewing project dashboards and Viewing cross-project dashboards.

  2. Do one of the following:
    • (chart-based reports) Open the dashboard and find the chart. In the upper-right corner of the chart box, click Actions image1.png, click Schedule delivery, then remove yourself from the Send to field, and click OK.
    • (dashboard-based reports) In the upper-right corner of the dashboard box, click Actions image1.png, click Schedule delivery, then remove yourself from the Send to field, and click OK.
    • (dashboard-based reports) In the upper-right corner of the dashboard box, click Actions image1.png, click Unsubscribe, and confirm the unsubscription.

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