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Reporting

Lidia edited this page Jun 22, 2020 · 3 revisions

User Guide >> 6. Reporting
◀️ 5. Product Portfolio Quality Assessment Visualization | 7.1 How to manage Strategic Indicators ▶️


In order to see or export dashboard data as report, the user has to open the Reporting tab in main menu bar.

As usually, in the left up corner, the user can see the Project Selector button, the selected value will indicates which data will be used for generate a report.

When report includes information about historical data, it is necessary to especify the period selecting the dates from and to using the Data Pickers, located in right up corner. It is also available an Interval button to use predefined intervals as "This week", "Last 7 days", "Last 14 days", "This month" and "This year".

In the list of folders below, the user can select one of them and see the available reports on the right. The available options, for each report, are:

  • View as HTML — a generated report will be shown in a new browser tab.
  • Save as PDF or Save as PowerPoint — the browser will open a pop-up model, which asks if the user wants to open a generated report in some program or he/she wants to save it in downloads folder.

In case the user have a lot of reports in one directory, there is a possibility to search them by the name of report.

Reporting page

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