Create A Report

Report Center contains over 170 ready-made reports that can be customized.

1. Choose a report template

To choose a report template:

1. Go to Reporting > Report Center.
2. Click Create a Report in the left-hand navigation panel.
   
   My Reports left-hand navigation panel has been renamed to My Bookmarks. Public Reports has been renamed to Public Bookmarks.
   
   
3. Click to select a report subject.
   
   
   To appear in the Changes report, Changes must have an implementation date set, which is taken from associated Systems with associated Releases with actual delivery dates in the future. 
   
   
4. See how to manage Report Favorites.

2. Manage report features

Manage report features:

1. Manage report public URLs:
   1. Enable a public report:
      1. Click View Public URL.
         
      2. Click Copy to Clipboard.
      3. Click X to close the pop up.
      4. Share the public URL by pasting it into another application.
         
         Public URLs can be viewed by anyone who opens them in a browser. It is not necessary to be logged into Plutora.
   2. Disable a public report so that it is no longer public:
      1. Click View Public URL.
      2. Click Disable.
2. Add entity custom fields to the report (if the entity, such as Releases, has custom fields available) by selecting custom fields from the combo boxes.
   
3. Add a new column from a formula:
   
   1. Click Formula.
   2. Type the Name, which will appear in the heading of the column.
   3. Click to select a column from Insert a column.
   4. Click Insert. This selects the data column which the formula (below) will act upon and puts a shortcode (in square brackets) representing that column into the Formula field.
   5. Type a formula in the Formula field.
      
      See Formula Help for formula examples.
   6. Select a Data Type:
      • Number.
      • Text.
      • Date.
      • DateTime.
   7. Leave Display Format blank unless you need the data to use the following formats:
      
      • ###,###,##0.00: Number.
      • $###,###,##0.00: Currency.
      • yyyy/MM/dd.
      • yyyy/MM/dd hh:mm:ss.
      • MM/dd/yyy.
      • MM/dd/yyy hh:mm:ss.
      • Bar Gauges: A single bar graph.
      • Cell Colours:
        
        • Automatically highlights true or false, or number range values in red or green.
        • Slide the slide to make the colors redder or greener.
   8. Click Add to create the new column.
   9. Update the column by updating the form and clicking Replace.
   10. Click Remove to remove the column.
4. Filter the data:
   
   1. Click Filter.
   2. Click to select a column to filter by from Filter Column.
   3. Click to select a Comparison, for example, “=”.
   4. Type a Value.
   5. Click Add to filter the data.
   6. Update the filter by updating the form and clicking Replace.
   7. Click Remove to remove the filter.
5. Add a chart:
   1. Click Add Chart.
      
   2. Select a graph tab:
      
      
      If the data is unsuitable for a particular kind of graph, that graph tab will be hidden.  Once you have created a graph, click and drag the resize handles to resize it.
      
      1. Pie:
         
         
         1. Click to select the Label Column.
         2. Click to select the Data Column.
         3. Click to select the Relevance.
         4. Click View.
            • After clicking View, you can click the Add to Dashboard buttonto add the chart to your personal dashboard.
            • Hide the graph form by clicking the cogwheel-shaped button.
            • Or delete the chart by clicking the delete button.
      2. Bar:
         
         1. Click to select the Label Column.
         2. Click to select the Data Column.
         3. Click to select the Additional Column to add another data column.
         4. Click to select the Bar Orientation to swap the X and Y axes.
         5. Click to select the Relevance.
         6. Click View.
            • After clicking View, you can click the Add to Dashboard buttonto add the chart to your personal dashboard.
            • Hide the graph form by clicking the cogwheel-shaped button.
            • Or delete the chart by clicking the delete button.
      3. Line:
         
         1. Click to select the X-Axis Column.
         2. Click to select the Y-Axis Column.
         3. Click to select the Additional Column to add another data line.
         4. Click View.
            • After clicking View, you can click the Add to Dashboard buttonto add the chart to your personal dashboard.
            • Hide the graph form by clicking the cogwheel-shaped button.
            • Or delete the chart by clicking the delete button.
      4. Curved Line:
         
         1. Click to select the X-Axis Column.
         2. Click to select the Y-Axis Column.
         3. Click to select the Additional Column to add another data line.
         4. Click View.
            • After clicking View, you can click the Add to Dashboard buttonto add the chart to your personal dashboard.
            • Hide the graph form by clicking the cogwheel-shaped button.
            • Or delete the chart by clicking the delete button.
      5. Scatter Plot:
         
         1. Click to select the X-Axis Column.
         2. Click to select the Y-Axis Column.
         3. Click to select the Additional Column to add another data line.
         4. Click View.
            • After clicking View, you can click the Add to Dashboard buttonto add the chart to your personal dashboard.
            • Hide the graph form by clicking the cogwheel-shaped button.
            • Or delete the chart by clicking the delete button.
      6. Heatmap:
         
         1. Click to select Label Column to choose which column will supply the labels on each heatmap square.
         2. Click to select Size Column to choose which column will supply the size of the heatmap squares.
         3. Click to select Color Column to choose which column will be used to calculate heatmap square colors. The highest number will be represented as green, the lowest as red, and the numbers in between as orange, yellow, and pale green.
         4. Click View.
            • After clicking View, you can click the Add to Dashboard buttonto add the chart to your personal dashboard.
            • Hide the graph form by clicking the cogwheel-shaped button.
            • Or delete the chart by clicking the delete button.
      7. Gauge:
         
         1. Click to select the graph type from Gauge Type:
            1. Arc (see above).
            2. Balloon Bar.
               
            3. Bullet Bar.
               
         2. Click to select the Data Column to be graphed.
         3. Type in Min the minimum value to appear on the graph.
         4. Type the first-level goal in Goal-1, which will appear in red.
         5. Type the second-level goal in Goal-2, which will appear in amber.
         6. Type the third-level goal in Max, which will appear in green.
         7. Click View.
            • After clicking View, you can click the Add to Dashboard buttonto add the chart to your personal dashboard.
            • Hide the graph form by clicking the cogwheel-shaped button.
            • Or delete the chart by clicking the delete button.
6. Add a crosstab:
   
   A crosstab (also known as a contingency table or cross tabulation) is a type of table in a matrix format that displays the (multivariate) frequency distribution of the variables.
   1. Click to select a Header Values Column, which will appear in the header row.
   2. Click to select a Label Values Column, which will appear in the left-hand column.
   3. Click to select an Aggregate Values Column, the contents of the crosstab as the Sum, Average, Standard Deviation, or Count of the Header and Label columns.
   4. Click to select an Aggregate Function, which is whether the data in each cell is a Count (all items counted) or Distinct Count (with each separate item counted once).
   5. Click to select a Summary Function, which is whether the data in each cell is a Sum, Average, or Standard Deviation.
   6. Click View.
      • After clicking View, you can click the Add to Dashboard buttonto add the crosstab to your personal dashboard.
      • Hide the graph form by clicking the cogwheel-shaped button.
      • Or export the crosstab data by clicking the export button and selecting the export format.
      • Or delete the crosstab by clicking the delete button .
7. Rearrange columns:
   1. Hover your mouse cursor over a column header until the sort handle appears.
      
   2. Drag the column by its sort handle to a new location.
8. Resize columns:
   1. Hover your mouse cursor over a column header until the resize handle appears.
      
   2. Drag the handle to resize the column.
9. Sort the data:
   
   1. Using the sort menu: Click the cogwheel-shaped  button to open the sort menu:
      
      1. Sort by Columns: Click the Columns tab:
         
         1. Hide and show columns by clicking to select the blue checkboxes.
         2. Click All to select all the checkboxes in one click.
         3. Click None to deselect all the checkboxes in one click.
         4. Click OK.
      2. Sort by the Sort tab: Click the Sort tab:
         
         1. Click to select a Data Column.
         2. Click to select a Direction.
         3. Click Add.
      3. Sort by Group: Click the Group tab.
         
         
         1. Click to select a Grouping Column.
         2. Click Add.
      4. Sort by Aggregate: Click the Aggregate tab.
         
         
         Use Aggregate for making calculations on numerical data or counting non-numerical data.
         1. Click to select a Data Column.
         2. Click to select an Aggregate Function:
            • Sum.
            • Average.
            • Standard Deviation.
            • Count.
            • Distinct Count.
            • Minimum.
            • Maximum.
         3. Click to select the Results Positioning:
            • Top.
            • Bottom.
         4. Click Add.
      5. Set up Paging:
         
         
         1. Click to select one of the following radio buttons:
            1. Show all rows: No pagination.
            2. Show paging: Display a set number of rows so that the data can be easily printed.
               • Type the number of Rows per Page.
         2. Click OK.
   2. Sort by the header menu:
      1. Click a column header to open the sort menu:
         
         1. Sort A-Z: Sort in ascending order.
         2. Sort Z-A: Sort in descending order.
         3. Filter: Display the filter rows by cell values form.
         4. Group: Group by the clicked column. This column will move to the left
         5. Aggregate:
            1. Count: Count the total number of rows and put that number under the header. (For example, if the column contained the following rows the result would be 5: 3, 6, 6, 5, 1.)
            2. Distinct Count: Count the total number of distinct rows of data and put that number under the header. (For example, if the column contained the following rows the result would be 4: 3, 6, 6, 5, 1.)
         6. Format:
            1. Align Left.
            2. Align Center.
            3. Align Right.
            4. Expanded Spaces.
            5. ###,###,##0.00.
            6. $###,###,##0.00.
            7. yyyy/MM/dd.
            8. yyyy/MM/dd hh:mm:ss.
            9. MM/dd/yyyy.
            10. MM/dd/yyyy hh:mm:ss.
            11. Bar Gauges.
            12. Cell Colors.
            13. No Format: Remove formatting.
         7. Add Chart.
         8. Add Crosstab.
         9. Hide Column.
   3. Manage sort filters: Click the cogwheel-shaped button to open the sort menu.
      1. Replace sort filters:
         1. Click the filter’s tab.
         2. Fill in the tab form.
         3. Click Replace to move the selections in the form to the sort filter.
      2. Remove sort filters:
         1. Click Remove.
10. Once the report is created:
    1. Create a private report bookmark.
    2. Create a public report bookmark.
    3. Click Add to Dashboard to add the open report to your personal dashboard:
       • Data tables have an Add to Dashboard button.
         
       • Charts and Crosstabs have a new style of Add to Dashboard button thatonly appears after you click View.
         
         
    4. Type the Panel Title.
    5. Type the Panel Description.
    6. Click Done.
       Or:
    7. Click to select the Add to custom dashboard panel list checkbox.
    8. Click Add to Dashboard.
       • The Report will save automatically and will appear in the list of Custom Panels. (See Introduction To Dashboard Template Administration.)
       • Users need the View Dashboard Manager user permission.