Report design question

lilasququ
Contributor

Report design question

In the attached screen shot you will see one of our report by Project and by Time. This module is dimensioned by Time, Project List, Function list and Funding type. We have data for actual, forecast and etc.

 

We need to see Project ID and Project Status information on this report. But if I add them as line item, they show up under every month. I tried hard coding the module view but people can select the month or year on the report.

 

Project ID is a property in the Project list. So I'm not sure if there's a good way to display that in this situation? Any insight would be helpful. Thanks.

 

1 ACCEPTED SOLUTION

Accepted Solutions
ChrisHeathcote
Community Boss

Re: Report design question

Try adding properties to the list and when creating the export action set up export labels to include list properties.

Chris Heathcote
Bedford Consulting

Gold Partner and Regional Partner of the Year 2021, EMEA

View solution in original post

6 REPLIES 6
ChrisHeathcote
Community Boss

Re: Report design question

@lilasququ 

Create a systems module dimensioned only by project. Add line items for the two project properties, format them by the relevant lists and populate them as per each project. 

Publish this additional grid alongside the time series data.

Chris Heathcote
Bedford Consulting

Gold Partner and Regional Partner of the Year 2021, EMEA
lilasququ
Contributor

Re: Report design question

Alongside? do you mean in a different card? Users want to export the one grid as a report so it cannot be separated.

Is there a way to them combined?

ChrisHeathcote
Community Boss

Re: Report design question

Try adding properties to the list and when creating the export action set up export labels to include list properties.

Chris Heathcote
Bedford Consulting

Gold Partner and Regional Partner of the Year 2021, EMEA

View solution in original post

lilasququ
Contributor

Re: Report design question

Thank you. So in order for the export to happen it seems I will need to create a button on the UX page. Users only have access to the dashboard. Is there not a solution to include that on the grid or in the export from the grid?

ChrisHeathcote
Community Boss

Re: Report design question

No.

The best way to show time series data alongside non time series data is to use two cards.

Chris Heathcote
Bedford Consulting

Gold Partner and Regional Partner of the Year 2021, EMEA
lilasququ
Contributor

Re: Report design question

Thank you