Quick Access: Reports > All Reports > New Report > Portfolio
Forecasts' Portfolio report is an extensive report that can inform a Project Manager or a client as to the progress of the company in certain areas. Those areas are covered by different components that can be added to the report at any point.
This report is only accessible by default by Admins, Controllers, Managers, and Coordinators. The company portfolio page (company name tab) will be accessible, by default, to everyone but Collaborators.
This article includes:
- Creating a Portfolio report
- Overview of Portfolio report components
- Editing a Portfolio Report
- Sharing a Portfolio report
Creating a Portfolio report
To create a Portfolio report
- Click on Reports.
- Select All reports.
- Click on New Report.
- Click on the Portfolio report that is found in the pop-up.
After these steps, the components page will appear. From here it is necessary to select at least one component and name the report.
- Click on the desired component.
- Click on the field that reads 'Choose a name for your report'.
- Enter a name for the report.
- Click Next.
Finally, the edit page will appear. From here if everything checks out click on the Create button at the bottom.
Portfolio report components
Now that the report has been created, it is important to understand what type of information each component brings to the report. The table below explains each component.
Component | Information |
Task List | The task list component will present all tasks that currently reside on the account regardless of their status along with information about the estimate of the task, the time registered, remaining time, the assignee(s), and more. |
Client List | The client list will present all of the clients that currently exist on the account. Moreover, it will depict information such as the total number of projects a client has, the amount spent, the total budget, total hours registered, total hours estimated, and more. |
Expense Report | The expense report will present all of the expenses that currently reside on the account. It will also contain information as to the project each expense belongs to, the cost, price, the person who created the expense, whether or not it is billable, and more. |
Notes | The notes tab allows for notes to be written down, from the edit view of the report, and presented in the final report. Notes may only be customized on the editing page. |
People List | The people list will present all of the active users on the account. Additionally, it will present information such as permission level, total projects assigned to, total tasks assigned to, total remaining hours of work (deriving from the remaining amount of hours of tasks), and more. |
Reported Time | The reported time list will present time registrations that reside within the platform. By default, the list will show all of the time registrations but it is possible to narrow the view from the date range selector (field 'Select date range'). |
Weekly Time | The weekly time component will present the hours registered for any given week for all of your active users in Forecast. The list excludes days that are marked as non-working (such as weekends). |
Almost all components, except for the Notes component, have some additional functions that can help narrow the view of the lists presented as the lists cover the entire portfolio of projects and users in the Forecast account. The table below presents those additional functions and how they work.
Option | Function |
Filters | Add or remove certain filters on a component to narrow the view that is presented. |
Export as CSV | Export the component as a CSV so that it can be used on a different platform. |
Grouping Method | Group the data in the component so that it is tidier. |
Set Date Range | Set the date on the component so that the view is narrowed. |
Editing a Portfolio report
Once the report is generated it is also possible to edit it. Editing the report allows for the addition or removal of components as well as the opportunity to decide what sort of data should be displayed on each component. Editing the report can only be done from the editing tab.
To edit the report
- Click on the Portfolio report that should be edited.
- Click on the three dots that can be found in the top right-hand corner.
- Click on Edit. This will prompt the edit page to appear.
Add or remove components
It is possible to add a new component or remove an existing one.
To add a component
-
-
Click on the Add Components button in the top right-hand corner.
-
Select one or more components from the components page.
-
Click Add X Components.
-
To remove a component
- Click on the bin icon that appears in the right-hand corner of each component.
Add or remove data from the components
It is possible to add or remove data to each component so that the components contain and report on the desirable data
To add or remove data from each component
- Click on the three lines button that resides in between the information icon and bin icon.
- Select what type of data should appear and which should not be from the list provided.
Additional filters / Include Deactivated People
It is also possible to add additional filters to certain components from the editing page as well as have deactivated people appear in some of the components. This leads to more accurate reporting as some data, such as the time-reported component, might be incomplete if deactivated users do not appear.
To include deactivated people or add filters:
- Click on the filter icon that resides to the left of the information icon.
- Select to add filters to a component or for the component to include deactivated people.
Sharing a Portfolio report
Once the report is created and all of the data is present and edited, it is possible to share the report with someone outside of the Forecast account like a client.
To share portfolio a report
- Click on the Portfolio report that should be shared.
- Click on the share icon that resides on the top right-hand corner to the left of the fullscreen button.
- Click on Share.
- Enter the email(s) that should receive this report on the field that reads 'Enter emails here'.
- Click on Send.
The report will now be accessible to the recipients of the email and they will be able to log into it with the password provided. However, if at any point it is necessary, it is possible to stop sharing the report.
To stop sharing a portfolio report
- Click on the Portfolio report that should not be shared any longer.
- Click on the share icon that resides on the top right-hand corner to the left of the fullscreen button.
- Click on Unshare.
This will remove access to that report and no one outside of the organization will be able to access the report after that point.
Comments
0 comments
Article is closed for comments.