This article gives an overview of the Reports view in Meisterplan, the features available there and the supplied standard reports and pivot report templates.
- Opening the Reports View
- Features for All Users
- Features for Administrators and Data Managers
- Report Rights
- Internal Standard Reports
- Pivot Report Templates
Opening the Reports View
The Reports view is always available in the sidebar.
Features for All Users
All users may open reports to which they have been granted access and select reports as favorites:
Open Report: double-click a report in the list or hover over its list entry and click the "open" (arrow in box) icon at the right to open that report.
Select Report as Favorite: Click the star icon next to a report to select it as a favorite. Your favorites will be grouped together at the start of the list before all other reports.
Features for Administrators and Data Managers
Users with the Administrator or Data Manager access levels may also add new reports, edit report properties and access rights, delete reports and configure data preparation for external reporting.
Add Report above the list will add a new internal standard report (see Internal Standard Reports below).
Templates above the list will create a new pivot report from a template (see Pivot Report Templates below).
Reporting Data above the list lets you set up the reporting database for external reporting (see the Reporting Data for External Reporting article).
Edit Report: Hover over a report and click the pen icon at the right to edit this report's properties and access rights (see Report Rights below).
Delete Report: Hover over a report and click the garbage can icon at the right to delete this report. You will be asked to
Report Rights
Please note that users must explicitly be assigned report rights to be able to see any reports. This can either be done right here or in the Manage > Users administration view.
Internal Standard Reports
You may create the following internal standard report types in the report manager:
- Pivot & Charts: Allocations
- Pivot & Charts: Capacities
- Pivot & Charts: Projects
- Pivot & Charts: Financials
- Excel Pivot Report
- Scenario Comparison Report
- Smartsheet Pivot Report
- Weblink Report
Creating or configuring reports requires the Administrator or Data Manager access level.
Please note that the Date Range cannot be saved for individual reports.
Pivot Report Templates
The following templates are available in the Templates menu of the report manager.
Creating reports from templates requires the Administrator or Data Manager access level.
|
Report Type
|
Report Name
|
Purpose
|
Target Group
|
Target Group Benefit
|
Process Step/Task
|
|---|---|---|---|---|---|
| Pivot & Charts: Allocations | Allocation Cost by Project | Displays resource allocation cost by project. |
|
"As a project manager, I would like to identify allocation costs of my projects, such that I can meet the agreed specifications." |
|
| Pivot & Charts: Financials | CapEx Requirements | Displays CapEx requirements by point in time and by project. |
|
"As a PMO, I would like to see at which points in time CapEx amounts are required, such that I can provide them in time." |
|
| Pivot & Charts: Allocations | Demand by Role/Resource | Shows which resource works in which project at what point in time. |
|
"As a resource manager, I would like to know the medium-term requirements to the resources I am responsible for, such that I can concretely time the placement of personnel." |
|
| Pivot & Charts: Capacities | Long-Term Capacity Utilization | Gives an overview of over- and under-allocation of roles and resources. |
|
"As a PMO, I would like to receive concrete figures for the long-term utilization of roles and resources in order to adjust the general capacity levels." |
|
| Project Net Values | Helps to prioritize projects by net value. |
|
"As a PMO, I would like to see the concrete net values of my projects in order to prioritize the projects based on financial criteria." |
|