How to use the Visual Reports Editor

Reporting in Targetprocess is now done via built-in integration with Vizydrop our free data visualization software.

What about my old reports?

New reports will automatically be made using the new editor, but all of your old reports are still available. If you want to access the old reporting interface, just open one of your old reports and go to Setup.

 

At the moment, Visual Reports Editor is available in Targetprocess hosted on the cloud only. In on-premise versions old reports are still the only ones available.

Getting Started with the Visual Editor

The Visual Reports Editor features a comfortable drag-n-drop interface, a powerful formulas editor for custom calculations, the ability to aggregate fields, add annotations and milestones, compare and explore data, and dig down for low level details. So, let’s dive in.

To get started, create a new report.

There are two required fields you’ll need to fill out to get started: projects-teams selection, and data source. Decide which projects and teams you want to view information from, and select what kind of entities you want to use as data sources for the report. The new editor contains many more options for data sources than the old system, including milestones, custom activities, labels, team project allocations, and more.  

Create Report

You can create reports from one of our templates, or choose to to create one from scratch. Use text search to look through the available templates. The templates will automatically filter when you select a data source (e.g. select Bugs to see templates such as ‘Bugs by Feature’).

When you enter the charts editor, a new panel will appear with commonly used fields. There are more fields available; just go to “add field or formula” to find these hidden fields. Any fields you select will then appear in your list of commonly used fields. You can also remove fields from your personal list to reduce clutter.

Add field or formula

Drag-n-drop these fields to horizontal or vertical axes to begin building the report. Or, just double click on a field, and the Visual Editor will automatically select the best suitable axis. If you drop two fields with the same nature of data to the same axis, the Visual Editor will automatically create categories for these fields (i.e., both fields will be displayed on one chart; you can can use this ability to compare data).

Many of these fields will have their own popup, where you can choose to sort (ascending or descending), compact (yes or no), aggregate (none, sum, avg, min, max), and group (none or by intervals of weeks, months, years, etc.).

Fields popup

Custom Fields are available among other ones. Supported field types are Text, Drop Down List, Multiple Selection List, Number, Money, Date, Check Box, Calculated.

Adding annotations and filters

You can also add annotations and filters from many fields' popup menus.

Annotations

Use annotations to highlight important thresholds and milestones. For example: if you're looking at number of bugs per release, you can create a colored line on your chart that marks the point at which you will have an unacceptable amount of bugs. Annotations can be added to both the vertical and horizontal axes.

Annotations

annotations

Filters

Filters, on the other hand, can be used to ignore data from certain sources, such as a particular User Story. For example: let's say you want your report to reflect all User Stories except for ones in the 'To-do' state. Just click on the Filters in the field's popup and fill out the necessary conditions to filter out these entities.

filters

You can also add filters from the "Browse and Filter" button on the right-hand side of the screen.

Drilling down into data

When you hover over any graphical element, a tooltip popup will appear. Press the "data" button to reveal a list of all data related to the graphic.

data-reveal

Custom calculations in the formulas editor

You can add custom calculations using the formula popup. To find this popup, go to "Add field or formula" in the fields panel, and select the formula tab.

The formula popup will autocomplete as you type to help you easily create complex formulas. We have many formula templates available. For example, this one is used to color entities according to state: COLOR(IIF(EntityState.IsFinal, “Completed”, “Open”), “Completed”: Green, “Open”: Red).

Formulas Editor

Formulas

You can also add custom field values by using formula editor: Four types of custom fields are currently supported: Text, Number, Date and Multi-Text values. Learn more: How to add custom calculations to charts in the Visual Reports Editor.

Sharing Reports

Just like with views, you can share reports externally (i.e. with non-Targetprocess users) by using the Share View mashup. To share a report, go to Actions --> Share Report to generate a link to your report. These shared reports are interactive and will reflect any updates made to the report in real-time.

Share report

On-Demand accounts have the Share View mashup enabled by default. On-Site accounts have to install it manually.

Additional information

    • Every report has a static selection of projects and teams by default (just like views). This means that every user will see the same report, unless they specifically alter the selection of projects and teams.
    • Data in reports is updated every 1 hour by default now. This allows us to show data quickly, as it’s stored in cache.  Users can always click the “update now” button to get fresh data. It is not possible to customize refresh interval so far.
    • There are 6 kinds of charts that you can switch between.
    • Report sharing: When a report is made public, every user has access to it, regardless of their team/project.  (similar to google docs)
    • You can export data via CSV, JSON, PNG, and print it.

Each report uses token of the person who originally created it. If person changes email/password, at least one of his/her reports should be updated in order to synchronize data for all reports. Also after this person is de-activated, report won't be updated with the new data

 

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