Overview
In this video, you will learn how to create Project Reports within TDNext.
Transcript
In this video, you'll learn how to create a project report in the project's application, including the various customization options available. Go to the navigation icon in the upper left, and choose projects, or go to the projects tab. At the top of the page, click plus new, report. The page will display the report sources you have access to. Report sources identify the primary subject matter in that report. We are going to create a project report. As you're going through this process, feel free to pause the video to follow along and create your own report. In our example, we'll create a report to show us projects by type, but you can feel free to create your own report and not use our specific examples. First, we'll provide a name for our report. The name of the report is what will appear in the list of existing reports and will also display if the report is added to a desktop. It's best to use a report name that is descriptive enough to suggest what the report is about. For our report, we'll call it project summary. Optionally provide a description of the report. Anyone with access to the report can see the description in the report details, so adding a description with context and other notes will be helpful to those running the report. We'll add our description, summary of projects by type. The report includes default columns. We can remove the columns we're not interested in, using the remove button. And drag the three horizontal lines next to a field to change the order the columns appear in. We can also click on a dropdown menu from one of the columns to change the displayed value or click add to add additional columns. For our report, we'll include name, manager, percent complete, start, end, and status name. If you have any questions about what a specific column means you can use the help button at the top of the page to get a definition of each of the fields. In the filters, we will set which projects will return when the report is run. We are interested in active projects sorted by type, so we'll add filters to capture that information. Like the column section, we can reorder and change the filters available. First, we'll select status name. When a filter is selected, notice the operator will determine how it responds in relationship to the value. For our status value, we'll set their operator to is one of, since we're looking for projects that match the value we will enter. We could also select is not one of, to explicitly exclude values. Here, we'll select projects that are in the status of new or in process. To select multiple options, hold down the control or command key on your keyboard. We will also add a filter for the type. We are going to have the report prompt us to choose the type each time we run the report. By doing this, we can use this one report to show us the summary of any type we need without having to create individual reports for each type. Right now, we'll choose software. It may be helpful to sort the projects based on when they were created, so the more recent ones are at the top. To do this, we'll choose order by start, and set the order to descending. We can change the number of rows that are returned in our report. The default is 500, which will be enough for this report. We'll leave this value alone. When creating your own report, if you anticipate the report returning a lot of values, you can set this to a higher number. Here, we can define a specific folder to put the report in. We happen to already have a folder called my Custom Reports, so we'll choose that folder to add the report to. If you don't have a custom folder, you can click the plus icon to create one to add the report to. If this is a report you feel would be beneficial to share with others, you can do that here. Note that they cannot edit a report they do not own, so there's no risk of yours being changed. However, if they would like to copy this report, they can do that and edit their own version of it. We'll set the visibility to everyone with this application. In this report, there's not any real value in incorporating a chart, so we'll pass over this. If we wanted to add a chart, we could choose the chart type and choose what to display here. Since there is not a chart in this report, all uses of this report on a desktop will be formatted to show us a grid. If your report has a chart, you can choose chart to have the chart, not the individual records show on a desktop. If you feel it would be useful to have this delivered to you on a certain interval of time that can happen via adding a schedule. Now that our report is set up, we can click save and run to see it in action. If we don't like the results and need to make any changes, we can just click actions, edit, to return to the report builder. Now you know how to create and edit project reports. You may find it helpful to explore and create more reports that will be helpful for you or your team.