Overview of People Report

Quick Access: Reports > All Reports > New Report > People Report

Forecasts' People report is an extensive report with a couple of components that can provide a Project Manager or a client, with information regarding the performance of a certain team member, based on reported time.

This report is only accessible by default by Admins, Controllers, Managers, and Coordinators. The company portfolio page (company name tab) is accessible, by default, by everyone but Collaborators. 

This article includes:

• Creating a People report
• Overview of People report components
• Editing a People Report
• Sharing a People report

Creating a People report

To create a People report

1. Click on Reports.
2. Select All reports.
3. Click on New Report.
4. Click on the People 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. 

1. Click on the desired component.
2. Click on the field that reads 'Choose a name for your report'.
3. Enter a name for the report.
4. Click Next.

Finally, the edit page will appear. From here if everything checks out click on the Create button at the bottom. After the report is created, it is necessary to choose a team member on which this report will be based.

To choose a team member:

1. Click on the dropdown button that reads 'Choose team member'
2. Select a team member from the list

The report will now show data specific to the team member.

Overview of People report components

Now that the report has been created, it is important to understand what type of information the two components available for this report bring to the report.

• Notes assist with creating any notes that are relevant to the report and the team member that the report is about. They can be customized only from the editing page.
• 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').

The reported time component has some additional functions that can assist with narrowing down the view as by default the list will contain the reported time for the individual across the entire portfolio.

Editing a People 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

1. Click on the People report that should be edited.
2. Click on the three dots that can be found in the top right-hand corner.
3. 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

1. 1. 1. Click on the Add Components button in the top right-hand corner.

      2. Select one or more components from the components page.
      3. Click Add X Components.

To remove a component

1. 1. 1. 1. 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

1. Click on the three lines button that resides in between the information icon and bin icon
2. Select what type of data should appear and which should not be from the list provided
3. 1. 1. 1.  

Sharing a People report

Once the report is created and all of the data is present and edited, it is possible to share the report with anyone outside the Forecast account, for example, a client. 

To share a people a report

1. Click on the People report that should be shared.
2. Click on the share icon that resides on the top right-hand corner to the left of the fullscreen button.
3. Click on Share.
4. Enter the email(s) that should receive this report on the field that reads 'Enter emails here'.
5. 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 unshare a people report

1. Click on the People report that should not be shared any longer.
2. Click on the share icon that resides on the top right-hand corner to the left of the fullscreen button.
3. 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.