Report Overview

There are many preconfigured operational and performance related reports that you can choose from. After you select a report, you can then change parameters to refine the report to meet your specific needs.

  • Operational reports help you confirm that accurate data has been collected, which further ensures that quality data is captured for assessing project performance on your dashboards. Rather than always creating tabular reports, you can find information and react quicker when operational data is presented as exceptions.

  • Performance reporting allows stakeholders to monitor key performance indicators (KPIs), which measure the overall health of the organization in terms of finance, productivity, and risk. The data appears in non-real time. Performance reporting requires data to be captured at a point in time that gives you accurate and relevant information for making decisions.

InEight Report pulls information from the different InEight applications. Reports can be saved to PDF, Excel, CSV file format, or can be printed.

You can open the Report application from anywhere in the InEight cloud platform, whether you are in a project or organization. From the landing page, click the Main menu icon, and then click Report or you can open it from the Organization home or Project home pages using the left navigation menu.

The window opens to the Reports tab.

Overview - Reports Page
  Title Description

1

Tabs

Provides navigate between the different pages and features in Report.

2

Reports List of all available reports shown in alphabetical order and includes the InEight product associated with the report.

3

Description

Optional text field that can be used by Report administrators to provide information about the report. Only Report administrators can add and change a report description.

4

Parameters

Values selected in the report for the organization or project that define the data and filtering shown in the report. Parameters and parameter values vary depending on the report selected.

5

Add tags

Lets you add tags to the report to quickly identify or group certain reports that have the same tag associated with it.

6

Save as a view

Saves the current parameters in the report, so it can be run again at another time.

7

Run report

Creates the selected report.

From the Reports tab, you can access all reports and scroll through the report titles, sort by product, or use the Search option to find a specific report.

The data that shows in reports are based on the organization and projects that you have allowed to access.