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Report and dashboard parameters

This article provides detailed explanations on the report and dashboard parameters available in PPO:

Project List

The project list parameter allows users to extract a report for only one project at a time. The user can also disable the global filter by clicking on the Disable Global Filter icon (red block) next to the project list parameter, in order to pull the report or dashboard for filtered out / closed projects.

An example of a dashboard where a project list parameter is used is the Project Manager dashboard.

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Project Filter

A project filter parameter allows users to pull the report for multiple projects at a time. The user can select to view the report for all projects, to set up a filter to view only selected projects or to apply one of the shared filters set up. For more information on shared filters, see the following knowledge base article.

The user can also disable the global filter by clicking on the Disable Global Filter icon (red block) next to the project filter parameter, in order to pull the report or dashboard for filtered out / closed projects.

Examples of reports and dashboards that make use of a project filter parameter include the Portfolio View dashboard, the Cost Portfolio report and the Ownership Portfolio report.

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Project Filter Combo

A project filter combo is a combination of the project list parameter and the project filter parameter. It provides a project list in order to select a single project, as well as an option to specify a filter to show multiple projects.

The user also has the option to disable the Global Filter in order to show filtered out / completed projects.

Examples of reports and dashboards that make use of a project filter combo are the Alert and Reminder report, the Portfolio dashboard and the Risks dashboard.

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Entity List

PPO makes use of entity list parameters to define report parameters in terms of project related entities. For example, the Monthly Timesheet report makes use of an employee list to select which employee the report must show for.

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Entity Filters

Similar to project filters, entity filters are used to specify multiple entity records that should appear on the report or dashboard.

Examples of reports and dashboards that make use of entity filters are the Issues report, Risks report and the Costs dashboard.

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Group By

Group By parameter allows users to categorise the information on a report into groups based on a selected field or value. If a group by parameter is available on a report, a list of all group-able fields will be shown in the parameters section.

Examples of reports and dashboards that make use of a group by parameter are the Project List report, Portfolio Quality report and Costs dashboard.

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The information on the report will appear in grouped sections based on the group by field selected. For example, if a group by Phase is selected on the Project List report, the project list will be grouped based on the Phase selected on each project.

Project_List.jpg

Sort By

PPO allows users to select the order in which records appear on a report or dashboard by making use of a Sort By parameter. This parameter will typically show all fields appearing on the report, allowing the user to select which field according to which the data must be sorted.

An example of a dashboard that makes use of a sort by parameter is the Portfolio View dashboard.

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For example, if the Portfolio View dashboard is sorted by Priority, the projects will appear in the order specified by their priority.

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Date Parameters

PPO allows users to select a date range that needs to be applied to a report by making use of a date parameter. The date parameter normally consists of two date fields, i.e. a start date and an end date which should apply to the report data.

Examples of reports that make use of a date parameter is the Monthly Timesheet report.

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Drop Down List

PPO occasionally makes use of a drop-down list to define a report's parameters.

An example of a dashboard where a drop down list is used as a parameter is the Planning Dashboard - Employees:

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Check Box

PPO uses a check box as an option to add information to a report or dashboard. For example, all detail reports include an option to add project data to the report.

An example of a report that makes use of a check box is the Finance Data report.

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