This article provides an overview of the integrated pivot reports in Meisterplan.

• What Data is Being Reported On?
• The Report Types
• Charts
• Field Chooser and Available Fields
• Other Functions
• Configuration
• Exporting a Report
• Included Templates

In this video we give you an overview of all the reporting options Meisterplan has to offer:

What Data Is Being Used for Reports?

For integrated "Pivot & Charts" reports, the available data set is based on the date range, portfolio and scenario you select on the top left of your screen:

When viewing a report with capacity and/or allocation data, please note that Meisterplan will include non-portfolio data in the report if it affects your portfolio projects or resources. This applies to:

• Non-portfolio projects with portfolio resources allocated to them
• Non-portfolio resources which are allocated to portfolio projects

For example, let's say there's a project called "Christmas Marketing Campaign", and a resource named Julie Hanes is allocated to it within the selected date range:

• Julie Hanes is included in your report even if she is not part of your selected portfolio, as long as the "Christmas Marketing Campaign" project is.
• The "Christmas Marketing Campaign" project is included in your report even if it is not part of your selected portfolio, as long as Julie Hanes is.

If you'd like to distinguish between portfolio and non-portfolio projects and resources in your reports, simply add the field Project in Portfolio or Resource in Portfolio from the field chooser to your report's configuration.

The Report Types

When you add a new integrated pivot report to your Meisterplan, you select the report type depending on what you want to report on:

• Pivot & Charts: Projects, Allocations and Capacities
• Pivot & Charts: Financials

The report type determines which report fields you can choose from. Through report fields, you control what available data actually shows up in your report. Click on a report type name above to learn which fields you'll be able to choose from.

Charts

Pivot reports contain an optional chart to visualize the data. Select the desired chart type by clicking the Chart button in the toolbar. The chart type options are:

• Column
• Stacked Column
• Bar
• Stacked Bar
• Line
• Area

Select None in the Chart drop-down list in the toolbar if you don't wish to display a chart.

Hover over a chart to display associated information:

Field Chooser and Available Fields

To control what your report's pivot table shows in each column and row, you select report fields in the Field Chooser menu:

Field Chooser Areas

• All Fields: select allocation, project and resource fields for grouping, filtering and displaying data.
• Filter Fields: drag fields to this area to filter by their values. Click the funnel icon to select the desired values.
• Row/Column Fields: drag fields to these areas to group by them.
• Data Fields: drag fields to this area to display them.

Available Fields

Different fields are available in the field chooser depending on the type of integrated pivot report. See the individual articles linked in the The Report Types section to learn more.

The following restrictions apply to all types of integrated pivot reports:

• Project fields of the Text and URL types are not available
• Skills specified for resources are not available

Other Functions

Remove Fields

To quickly remove a report field, right-click it and select Remove Field:

Save Configuration

Users with either the According to Configured Report Rights or the All Reports right can save the current configuration of a report view by clicking Save Configuration at the top right.

Please note that the Date Range, which can be set in the header, cannot be saved for individual reports.

Save as New Report

Users with either the According to Configured Report Rights or the All Reports right can save the current configuration of a report as a new report by clicking the arrow next to Save Configuration at the top right and selecting Save as New Report.

Please note that the Date Range, which can be set in the header, cannot be saved for individual reports.

Interactive Report View Features

• Sort: click any grouping field to reverse the sort order.
• Filter: click the funnel icon on any filter or grouping field to filter the view. Search for field values by clicking the search icon. Use the Rank Category field to filter projects by rank: Above Must-Have, Below Cut-Off or Between Must-Have and Cut-Off. Default: Must-Have and Between Must-Have and Cut-Off.
• Drag Grouping Fields: any row or column grouping fields may be rearranged via drag-and-drop. For instance, you may switch dimensions by moving all row grouping fields to the column area and vice versa. Or, you may change the grouping hierarchy by switching fields within the row or column area.
• Display Details: click the small right arrow button on a row or column group to display its sub-groups (e.g., display quarters of a year, or months of a quarter).
• Hide Details: click the small down arrow button of an expanded group to hide its sub-groups.
• Expand All/Collapse All: right-click any row or column group and select Expand All to display all sub-groups of every row or column group in the report. Right-click and select Collapse All to hide all sub-groups.

Configuration

As with all Meisterplan reports, the name and viewing rights of integrated pivot reports are configured from the Reports view. You can read more about this in the article Reports View and Integrated Reports.

Depending on the report type, you can also configure options such as Allocation Unit or Time Unit using the toolbar in the respective report. For more information, see the following articles:

• Pivot & Charts: Projects, Allocations and Capacities
• Pivot & Charts: Financials

Exporting a Report

Click this toolbar button in order to export:

• Pivot as Excel: Exports the current state of the pivot report as an MS Excel file. Groups in the report will only be expanded in the report to Excel if they are also expanded in the pivot report at the time of export. The Heatmap's coloring will also be exported if it is activated at the time of export.
• Chart as pdf or image file: Exports the current state of the chart as a pdf, svg, png, jpeg or gif file.

Included Templates