Report Builder      

Basics

Type Report
Name
Description
 

Report & Charts panel

Each table has a panel listing its reports and charts, organized in groups.
This report will be listed only for you, in the group Personal reports.
Only you can see the report in the panel. You can't ever list it for other users. You can still let others open it by sending them links.
 

Columns to display

  
  • Plan Name
  • Plan - Contact - Name
  • Publish Plan
  • Strategy Status
  • Root Cause
  • Date Created
  • Estimated Start Date
  • Estimated End Date
  • Plan - Aim
  • # of Updates
can be used as a dynamic filter

Filters

Initial Defines the results when the report is first displayed
  
Dynamic Defines how your users can refine and search the report when viewing it
     

The default dynamic filters are:
  • Strategy Status
  • Estimated Start Date
  • Estimated End Date
  • Root Cause
  • Indicator

Sorting & Grouping

Sort & group

Options

Hide totals & averages
Record actions
Format

Color-Coding

Use a field or formula to add colors to table report rows. Use a field or formula to add colors to Kanban cards. Use a field or formula to add colors to calendar events. Use a field or formula to add colors to map pins. (Colors only apply to maps on dashboards.) Use a field or formula to add colors to timeline rows. Use a field or formula to add colors. Applies to table reports, Kanban reports, and calendars.
Edit this default
Indicator
Applicable only with the new report style
Edit this default