Reports

Table Reports in FlexiProject display real‑time, project data in a structured, tabular format. The data is automatically filtered so that you see only the projects you are permitted to access. This functionality supports strategic decision‑making by providing insights into project progress, budgets, risks, tasks, and more. Note that while Project Portfolios and Project Reviews use table reports for detailed data management, Project Reports also include a Graphical Summary for interactive dashboards.

Creating Report Groups

Organize your reports into personal groups for better clarity.

Note: Each user’s report structure is private.

1. Go to the Reports tab.
2. Click the arrow next to the New Report button, then select New Group.
3. Enter a name for the group.
4. (Optional) Choose a parent group if you wish to nest this group.
5. Click Save. The new group appears in your report list.

Creating a New Report

Build reports from up‑to‑date project data by applying filters and conditions.

1. Go to the Reports tab.
2. Click the New Report button.
3. In the New Report window, choose the report type you wish to create (for Project Reports, remember that a Graphical Summary is available in the Summary tab).
4. Click Add.
5. Set your desired filters and logical conditions in the Filter window.
6. Click Filter to view the report with matching data.

The report is now in ad-hoc mode. As a temporary query, it will not be available after you leave it. If you want to save and optionally publish the report, follow the steps in the next chapters.

Saving ad-hoc report

After setting up your report, save it so that it appears in your personal report list. By default, a new report is accessible temporary.

1. Click the Save button.
2. In the New Report window, enter a report name.
3. (Optional) Select a group to organize your report.
4. Click Save to permanently store the report.

Sharing a Report

Share your saved report with other users by granting specific access rights.

1. Open the report from the list by clicking its name. If you just created a new report, save it first.
2. Locate the gear icon on the report’s toolbar and click it.
3. From the dropdown, choose the Share option to open the access management window.
4. Click the Add User button. In the search field, type the user’s name or email, then select them from the results.
5. For each added user, choose the access level:
   • Edit – The user can modify the report (change filters, columns, etc.) but cannot delete it.
   • View – The user can only view and export the report.
6. Click the Save button. After saving, the added users will receive a notification about the shared report and their designated access level.

Adjusting the Report Preview

Customize your report’s display by modifying filters and managing columns.

Editing Filters

1. Open an existing report or create a new one.
2. Click the Filters button.
3. Adjust the filters and conditions.
4. Click Filter to refresh the view.

Note: Reports operate strictly within workspace boundaries. The system aggregates data only from projects located in workspaces you have access to. “Workspace“ filter to isolate data for specific business units. Each user has access only to workspaces they are assigned to. Other workspaces are not available.

Managing Columns

Adding a Column

1. Open the report and click the Columns button.
2. In the Columns Settings window, click Add Column and select the desired column.
3. Click Save.

Removing a Column

1. Open the report and click the Columns button.
2. Hover over the column and click the “x” that appears.
3. Click Save.

Changing Column Order

1. Open the report and click the Columns button.
2. In the Columns window, hover over a column header until the six‑dot drag icon appears.
3. Drag the column to the new position.
4. Click Save.

Summary Row

Any report that includes columns with numerical data (e.g., Duration, Budget) will automatically display a summary row. It is located at the top of the table, just below the column headers, and shows the total value for each numerical column. If the report contains no such data, the summary row is not displayed.

Exporting a report

Export your table report data to an Excel (.xlsx) file based on the visible columns.

1. Open the report you wish to export.
2. Click the Export button.
3. An Excel file is downloaded containing data from the current view. Adjust filters or column visibility if needed before exporting.

Graphical Summary in Project Reports

Project Reports offer an additional visual dashboard – the Graphical Summary – which provides an interactive, graphical representation of key project metrics. This view is saved per report and is accessible alongside the List and Roadmap views.

How to Access the Graphical Summary:

1. 1. pen the project report by clicking its name in your report list. If it’s a new report, save it first.
   2. Next to the List and Roadmap views, you will see the option for the Graphical Summary.
   3. Click the view. The default dashboard of the report’s project data will appear. You can adjust widgets and configuration as needed. The layout of the Graphical Summary is saved individually for each report, so your custom configuration will be retained.

For more details on configuring the Graphical Summary, please refer to the Graphical Summary (Dashboards).