1. Innotas Reports, Dashboards, and Filters
4/2/2019
Innotas Reports, Dashboards, and Filters
Training Program 1

2. Reports
Reports allow extraction of Innotas data, including projects, tasks, issues and timesheet entries.
Users can specify which data to include.
Reports can also be used with Filters to limit output.
Multiple reports can be combined on a Dashboard.
To create a report, first determine a target area.

3. 4/2/2019
Report Targets
Targets are the sections of data available for reporting.
Below is a list of available targets:
Asset
Department
Division
Enterprise
Organization
Portfolio
Project
Request
Request Type
Resource
Scoring Profile
Summary Task
Task
Target is singular (e.g., project is for one project).

4. Report Categories and Targets
4/2/2019
Report Categories and Targets
Reports can be created for different targets in the organization. Targets determine the scope of data included.
For example:
Organization: Enables reporting on all data in the Innotas instance. Only users on the “Organization Admin Team” can create reports at the Organization level.
Division: Projects in the system roll up to a Department based on the Hierarchy setup. When reporting at this level, all Projects roll up to their Department within the Division.
Department: Projects in the system are broken down across different Departments. Each Department rolls up to one Division. A Coordinating Department in Innotas is the primary beneficiary of the project work. Anyone on a Department Team will be able to create and run Department based Reports.
Organization – reports for entire organization

5. Report Categories
Once a target is selected, select a reporting category
The list of available Categories to report on is dependent on the Target you select.

6. 4/2/2019
Report Owner
Report Owner: By default, a report is visible only to the report owner. Visibility can be expanded to all users or to an designated reporting team.
Only the Report Owner can Edit or Delete reports they own
Any member of the report visibility team can copy the report
Report Owner – edit, delete reports that they own.

7. 4/2/2019
Report Types
Innotas provides a robust reporting infrastructure to enable the following types of reports:
List Report
Crosstab List
Column Chart
Gantt Chart
Bubble Chart
Pie Chart

8. Report Types: List Report
4/2/2019
Report Types: List Report
List Report
Can be exported to excel or csv file.

9. Report Types: Crosstab List

10. Report Types: Column Chart

11. Report Types: Gantt Chart
4/2/2019
Report Types: Gantt Chart
Gantt Chart
Difficult to export – doesn’t work very well. Several enhancement requests. Suggestion use innotas to view or make a print screen.

12. Report Types: Bubble Chart

13. Report Types: Pie Chart

14. Exercise 1: List Report Objective: Create a List Report
Target: Organization
Category: Project
Report Template: All Projects With Financials
Output Type: List
Enter the following information:
Project Fields: Title, Start Date, Completion Date, Status
Sorting: Sort by Start Date, ascending
Visibility: Team
Filters: None

15. Exercise 2: Pie Chart Objective: Create a Pie Chart
Target: Organization
Category: Project
Output Type: Pie Chart
Report Source: All Projects with Financials
Enter the following information:
Category Field: Project: Type
Data Series Fields: Project: Count of Records
Visibility: Team
Filters: None

16. Exercise 3: Column Chart
Objective: Create a Column Chart
Target: Organization
Category: Project
Output Type: Column Chart
Report Source: All Projects with Financials
Enter the following information:
Chart Type: Simple Column Chart
Category Field (X Axis): Type
Data Series Fields (Y Axis): Count
Visibility: Team
Filters: None

17. Exercise 4: Edit Reports
Objective: Edit the List Report from Exercise 1 to add more fields.
Navigate to the Reports tab.
Find the report to be edited, right click, and select Edit.
On the Output Options tab, add the fields Priority and Type (from the Project folder) to the report.

18. Exercise 5: Share Reports
Objective: Share a Report with other system users
Navigate to the list report created in Exercise 1.
Right click and select Edit, then select the Visibility tab.
On the Visibility tab, choose three resources from the Available Resources panel to share the report with.

19. Exercise 6: Export Reports
Objective: Export a report to be viewed outside of Innotas
Run the list report created in Exercise 1.
Select the Options dropdown at the top right of the report, then select Export > Excel.

20. Filters (1 of 3)
Managing filters is used for even more robust reporting based on user-specified criteria.
Filters can be created, edited, and shared in My Arena > Filters or by clicking “+Manage Filters” in Reports or Filters dropdowns (when available)
Admins can create Public Filters in Admin > Setup > Filters
Filters allow users to limit the data presented on entity grids, reports and dashboards
Filter views can be refined, displaying only relevant data.
Filters can be saved for future use.

21. Filters (2 of 3) Filters can be created for the following: Divisions
Departments
Projects
Tasks
Issues/Risks
Resources
Timesheets
Roles
Assets
Portfolios
Note: There are other filter types as well, however, above are the most commonly used.

22. Filters (3 of 3)
Filters limit results within an entity. This is based on criteria defined in the filter.
For example:
View all Projects where Project Type is “Maintenance”:
View all Projects where Project Type is “Maintenance” and where Project Status is “Open”:

23. Exercise 7: Creating Filters
4/2/2019
Exercise 7: Creating Filters
Objective: Create a filter to display Maintenance projects where the Project Risk is high.
Navigate to Admin > Setup > Filters
Click on Menu > New in the top right hand corner
Entity to Filter On: Project
Field to Filter On: Project: Type
Comparison Operator: Is Equal To
Comparison Value: Maintenance
To add a second condition, click the button
Field to Filter On: Project: Risk
Comparison Value: 1: High

24. Example Project Based Filter
Once Filters have been created, Admins can view and edit them under Admin > Setup > Filters.
Non Admin users can view and edit filters they have created under My Arena > Filters

25. Using Filters in Lists
Once Filters have been created, they can be applied to system lists, Reports, and Dashboards.
In the top right corner of the Projects list, the Filter dropdown can be changed to select Maintenance.
The Filter dropdown exists in many areas within Innotas.

26. Exercise 8: Using Filters in Reports
Objective: Use a Filter to Refine a Report
Create a report that shows all Maintenance projects in the Information Technology division.
Navigate to the Reports tab and select the Project report created in Exercise 1, then Run the report.
With no filter applied, all projects would be returned.

27. Dashboards Dashboards enable:
presentation of summary information in concise, simple, graphical views
consistent messaging and uniform data presentation, both critical for driving executive support for project work
Dashboards are collections of individual reports.
Dashboards can be re-run to reflect changes in system data.

28. Exercise 9: Creating a Dashboard
4/2/2019
Exercise 9: Creating a Dashboard
Objective: Create a dashboard using existing reports
Navigate to the Dashboard tab
Create a new Dashboard
Visibility: Team
Click on Layout and:
Add the List Report you created in Exercise 1
Add the Pie Chart created in Exercise 2
Add the Column Chart created in Exercise 3
Save your Dashboard

29. Viewing Reports in Dashboards
A single report can be used in a dashboard multiple times, and filtered on different criteria.
In this example, the All Projects with Financials report is used twice:
First report filters on Projects that are in Open status.
Second report filters on Projects that are in Proposed status.
To edit filters for report components on dashboards, click Components

30. Exercise 11: Sharing Dashboards
Objective: Publish a dashboard to share with external project team members
Navigate to the Dashboards tab
Right click and View the dashboard to be shared
Select Actions > Publish in the top right hand corner
Expires on: select a date one month from now
Uncheck the Authentication Required checkbox
The Dashboard will be successfully published, and a URL to use to share the dashboard will be displayed

31. Exercise 12: Linking to a Dashboard
Objective: Link to a Dashboard
To view Public Dashboards, or Team Dashboards you have visibility to, you must first link to these Dashboards
Navigate to the Dashboard tab
Select the Links button at the top right
Highlight the dashboard to be added, right click, and select Link
The linked dashboard will now be displayed on the Dashboard List

32. People Product Platform
4/2/2019
People
Product
Platform
Innotas 118 2nd Street 3rd Floor San Francisco, CA (415) 263 –