Managing chart- and dashboard-based reports Follow
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.
For details, see the following sections:
- Chart-based report options
- Scheduling chart-based reports
- Scheduling dashboard-based reports
- Generating chart-based and dashboard-based reports
- Unsubscribing from chart-based and dashboard-based reports
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:
|
N/A |
Include company logo |
Add the company logo to the title page. License administrators can edit the company logo. |
PDF with issues |
Include updates | Include the history of issue field changes and markup changes. | PDF with issues |
Include comments | Include issue comments and attachments. | PDF with issues |
Bigger images | Include bigger images of issue markups. | PDF with issues |
Additional 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 |
Time Format | The time format. |
PDF with issues XLS |
Date Format | The date format. |
PDF with issues XLS |
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:
-
Open the dashboard and scroll down to find the chart.
See Viewing project dashboards and Viewing cross-project dashboards.
-
In the upper-right corner of the chart box, click Actions
, and then click Schedule delivery.
-
Switch the Deliver on schedule
toggle on, and specify the delivery period settings.
-
Specify the report options.
-
In the Send to field, select the project members that will get the report, or type the email addresses of external recipients.
-
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:
-
Open the dashboard and scroll down to find the chart.
See Viewing project dashboards and Viewing cross-project dashboards.
-
Do one of the following:
-
In the upper-right corner of the dashboard box, click Actions
, and then click Schedule delivery.
-
Click the dashboard box to open the dashboard and then, at the top, click Schedule delivery.
-
Switch the Deliver on schedule
toggle on, and specify the delivery period settings.
-
If you want to add the company logo to the title page, select the Include company logo checkbox.
-
In the Send to field, select the project members that will get the report, or type the email addresses of external recipients.
-
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:
-
Open the dashboard and scroll down to find the chart.
See Viewing project dashboards and Viewing cross-project dashboards.
-
Do one of the following:
-
To generate a dashboard-based report, in the upper-right corner of the dashboard box, click Actions
and then click Send now.
-
To generate a chart-based report, open the dashboard, scroll down to find the chart, and then, in the upper-right corner of the chart box, click Actions
and click Send now.
-
Do one of the following:
-
For a dashboard-based report, specify whether you want to add the company logo to the title page by selecting or clearing the Include company logo checkbox.
-
For a chart-based report, specify the report options.
-
In the Send to field, select the project members that will get the report, or type the email addresses of external recipients.
-
Click Send.
The report generation might take a few minutes. Then all recipients will get the report by email.
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.
To unsubscribe from a report:
- Click 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.
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