Creating a Report Layout

Learn how to create a custom Report Layout so you can see your KPIs, your way.

Step-by-Step Guide

Reports

Setup

Step 1

Go to the Report Layout Builder

To start, click 'Builder' in the left sidebar, then go to 'Report Layout Builder'

Step 2

Add Layout Title

Next, you will be taken to the Report Layout Builder. Give your Layout a name in the 'Title' field

Step 3

Add a Description

Next, if you wish, give your Report Layout a brief description.

Step 4

Select Sidebar Group

Next, select a Sidebar Group for this report to be added to. This will decide where is shows up in the left Sidebar once you've created the report.

Step 5

Select a Role

Next, select which role can access and use this report.

Step 6

Select Report Filters

Next, you can select report filters for this report to be filtered by. Certain blocks require certain filters to be enabled, but if any filters are missing you will be prompted to add them before the report is created.

Step 7

Adding Blocks: Layout Blocks

Next, you can start adding blocks to your Report Layout, which are separated into different categories. The Layouts category can be used to divide your report, allowing you to position items alongside each other (instead of just on top of each other)

Step 8

Adding Blocks: Basic Blocks

Another crucial category is the Basic Blocks category, where you can find simple headings & charts.

Step 9

Adding Blocks: All others

All the other categories are grouped based on different parts of the system, for example the Finance category. The groups you can add blocks from here are: SLA, Account Types, Assignment Groups, Charts, Dashboard, Depots, Finance, HR, Intracompany, Maps, Planners, Plant Transport, Products, Projects, Reports, Surveys, Tables, Task Requirements, Tasks, Totals, Venues, Work Packages, and Work Streams.

Step 10

Click Save

Once you've created and are happy with your Report Layout, click 'Save' in the top right.

Step 11

Report Layout Created

You will now be able to access your new Report Layout, there will be a clickable link to it in the Sidebar Group option you selected when created the report.