Envisio report builder offers three different report types, with an available set of standard reports for each type, to provide users a starting point for customization.
Creating reports is as easy as choosing the report type and standard report you'd like to start with, customizing the filters to refine the data that will be displayed in the report, and choosing the pages and properties you'd like to include or exclude. Let's look at each of these steps in detail.
Jump to:
- Choose report type and standard report
- Customize report filters
- Customize pages and properties
- Choose plan elements
- Preview and Share your Report
If you prefer to watch a video instead of reading, we've added a recorded walkthrough at the bottom of this article.
1. Choose report type and standard report
The first step in building a new report in Envisio is to decide on the type of report you'd like to use, and then choosing a standard report to start from. View definitions and sample reports for each of our standard report types here.
2. Customize report filters
When you select the standard report you'd like to use, Envisio builds a pre-filtered default version of the data, which you can then customize to suit your needs. For example, the My plan assignments standard progress report will provide you a report showing all plan elements currently assigned to you by default.
Depending on the use case and standard report you're starting with, you can refine your report's results by filtering to add or remove plan elements, change departments, or define whether or not you want to include cloned elements.
For a list of available filters, click here.
3. Choose pages and properties
Once your report has been created, you're ready to start customizing, by selecting the pages and properties you'd like to include (or exclude) in your report. This is where you can really start customizing your reports to have just the key data you want to review and share!
Note that Pages and Properties can only be customized when the top right View Mode toggle is set to Design (i.e. where you can design your report).
The first thing to define is which pages you'd like to include (or exclude) in your report. Each standard report comes with recommended page types enabled, but you can add or remove, as needed. Default page options can be found at the top left corner of the report builder, along with a three dots More Options button to enable/disable pages as needed.
Note that tabular reports can only have Cover and Details pages; Overall Summary, Departmental Summary, and Plan Summary pages can be added to Progress and Multi-Plan report types.
To configure the information that displays on each page, ensure you've selected Design mode at top right, then use the Page Type selector at top left to choose which page you're working on. Once you're viewing the page in the main editor area of the screen, click the small cog button (Display Settings) at the top left corner of the page view to select the properties you'd like to include on the page.
In the Display Settings menu, use the checkboxes to show or hide various report properties. You can also hover over the property in the Display Settings menu to easily see where that property is on the report editor (highlighted in yellow).
Clicking on the report page at right will allow you to edit properties directly in a live view, as well. Once you click the page, a small pencil icon will appear at the top right corner. All available properties will display, with any hidden/disabled properties showing with a cross-hatch effect over them. Simply click a property to show/hide it as needed.
Available properties are defined by the page type being edited.
Enabling Level-Specific Configurations
When creating or editing a progress report with multiple plan levels enabled, the Details page's Display Settings pop-out will include a More Options button (three vertical dots). Use this to enable level-specific configurations. For example, if you'd like to enable/disable Update elements by plan level, and show last updates only for Goals, but last three updates for your Strategies.
To configure this setting:
- Your report must be a progress report.
- Your report must have multiple plan levels enabled (minimum two) in the filter settings.
- You must be editing the Details page.
- Click the gear icon to open the Display Settings pop-out panel and click the More Options button at top right.
- Check the Updates box for Level-specific configurations.
You will now be able to configure level-specific update elements individually. The update, update owner and timestamp can be toggled on or off for the selected levels.
4. Choose Plan Elements
After designing your report to choose the pages and properties you'd like to include, you can also custom select individual plan elements to include or exclude.
NOTE: We strongly recommend not using this page to select individual (or bulk) inclusions, and instead using report filters to define what you will or will not include. This is because manually selecting individual elements is not dynamic; meaning if any new elements are added to your plan in the future, you would need to come back to your report and manually select those elements. Conversely, using report filters instead means that your report will always be dynamically seeking out any elements that meet the criteria you've defined in your filters, and thus will always be the most up-to-date.
If you do need to manually include or exclude some plan elements, follow these steps:
- Select the Elements view mode at the top right of your report to display a list of all individual plan elements, organized per your plan cascade.
- Use the toggle at top left to define whether you're selecting elements you'd like to include or exclude
- Use the checkboxes to select the individual plan elements.
- Once your selection is complete, click Apply. Once your selections have been applied, you can move to the other toggle, if needed.
Note that any filters configured for the report will still apply here. For example, if you've filtered your report to only show Goal-level plan elements, you will not see Strategy or Action level items in this list of elements.
5. Preview and Share your Report
Once your report is fully configured and customized, use the Preview view mode at top right to quickly and easily see what your report will look like. This in-line preview feature shows your report in the same window you've already been working in, which means it's very easy to evaluate your progress as you build, and make changes as you go. You can make changes and return to Preview mode at any time to see the impact those changes will have on your report - no refresh required!
When you're satisfied with your report, it's time to start using it! Please review these articles to learn more:
- How to: Share and Duplicate Reports
- How to: Preview and Generate Reports
- How to: Schedule Reports for Delivery
- How to: Export or Print Reports
Recorded Walkthrough
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