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Reports and lists

In ITM Platform, Reports and Lists are part of the data analysis features, providing users with different ways to view and export information.

  • Lists: These are on-screen sections where entities such as projects, tasks, resources, or purchases are displayed in a structured format. They allow users to filter and sort, providing a quick overview of records and facilitate navigation through different elements.

  • Reports: These belong to the reporting section and are designed to provide structured summaries, analytics, and insights based on the available data. Reports are pre-configured to highlight key metrics and trends, helping users with decision-making and performance tracking.

Both Lists and Reports can be exported to Excel, allowing users to further analyze, manipulate, and share the data outside of ITM Platform.

Lists

Lists in ITM Platform allow users to display, filter, and export key project data. They can be created from different sections depending on the information you want to analyze. Many sections provide configurable lists that can be exported to Excel for further analysis.

Configurable Lists

For example, in the Projects section, you can generate a table showing essential project parameters, such as status, priority, and dates. These lists offer several configuration options:

  • Filter Section: At the top of the list, users can refine the displayed data by applying filters such as project name, approval status, unit, and priority. This allows for focused analysis of specific data sets.
  • Column Selector: Users can customize which columns are visible, ensuring they see only the most relevant information. This feature helps tailor the list to specific needs.

Performance Considerations

Adding more columns to the list, especially those containing calculated data (e.g., estimated costs, expected progress), increases the complexity of the query. This can impact performance, making the list slower to load, particularly when working with large datasets. It's recommended to keep lists optimized by selecting only the most essential fields.

Once configured, the list can be exported to Excel, allowing users to further manipulate and analyze the data in a spreadsheet.

Customizable Reports

Reports in ITM Platform provide flexibility and powerful data analysis capabilities. You can access them from the main menu, MANAGEMENT > Reports.

Creating a New Report

To create a report, go to the Reports section and click Add new report.

Then, select the report type, which defines the main entity displayed in the report. Available options include:

  • Projects
  • Services
  • Tasks
  • Purchases
  • Revenues
  • Time Reports

Once you select the main entity, click Create new report to proceed.

Configuring Your Report

On the next screen, you can configure and preview your report. The setup includes:

  • Selecting Fields:
    Drag the desired fields from the right column to the left. If you choose Projects, you will have access to related data, such as:
  • Project Teams
  • Project Tasks
  • Project Budgets
  • Project Purchase Budgets
  • Project Purchases
  • Project Revenues
  • Project Risks
  • Project Progress
  • Project Documents
  • Project Issues

Each section offers relevant fields. For example, Project Purchases includes fields like Actual Amount, Baseline Due Date, Baseline Projected Amount, Budget Account, and Depending on Task.

  • Applying Filters:
    Define filters to refine the data displayed in the report and focus on specific elements.

  • Grouping Data:
    Drag and drop fields into the grouping area at the top where it says "Drag the title of a column and drop it here to group it".

  • Sorting Fields:
    Modify the order of displayed data for better visualization.

Once configured, the report can be previewed and exported for further analysis.

Note: Keep in mind that while you are creating the report, you cannot see all the data of it: It is only a preview. So even if you do not preview any data, the final report will present the final data.

Once configured, you can save the report in two different modes:

  • Private: it will be visible only to the creator of the report
  • Public: It will be visible to all users who can access the reporting area.

Later you can check your saved report as many times as you wish and the updated information will always be displayed in real time. The created reports can be edited by its creator or copied by any user who has access to it.

Predefined reports

Your ITM Platform environment comes with a set of predefined reports that you can use as they are or modify to suit your needs. These reports are designed to provide insights into the most common data analysis needs.