Reports is our new and enhanced reporting module for Contracts. It includes: filter and sort capabilities, increased performance and load time, data visualizations, and the ability to set saved Reports.
In this article we will cover how you can:
- Build Reports on Contracts
- Visualization Charts
- Export Reports
- Sort Columns
- Apply Filters
- Created Saved Reports
Step 1: Navigate to Reports tab
From your Pipeline home page click the Navigate button and then select Reports from the drop down menu:
Step 2: Select Projects Report Type
Under Report Data, click on Dataset, then Contracts:
You will notice that you are able to report on Projects, Milestones, Savings, Events, & etc.
Step 3: Select your Report Fields
From the Reports page, click the Filters button in the Report Data section above or the Reports button in the Action Bar to open the Reporting side panel. You can then click the Choose Filters & Columns to select the Data Fields you would like to report on:
If you have any previous Data Fields selected and you would like to start building your Report from scratch, you can click the Uncheck All button to clear any selected Data Fields. You can then begin going through the different Data Fields and selecting the Fields you would like to include in your Report:
Note: All of the Custom Fields will appear in order of the Custom Field Groups. For example, in the image above, notice we are currently viewing the Custom Fields that are in the Default Field Group. If you scroll through the page you will find the rest of your Custom Fields properly placed under their appropriate Custom Field Groups.
Step 4: Save and Update Report
Once you have selected all of the Data Fields for your Report click the Save button:
Then click Refresh Report to make your Report reflect the changes you have made:
It is important to note that your table may not display every filter you have selected. The reason for this lies in certain fields not being selected via the Editor button:
The Editor allows us to hide or show certain fields within the table itself once we have selected our desired Filters. While in the Editor, we can accomplish other things such as rearranging columns and manipulating the layout of our table.
For example, I am going to select all fields except Contract State & Status and Auto Renewal. To display these selections, press Apply:
To view your Report in different formats, select Charts at the top of your page. Here, you will notice that you can present your Report in eight different chart formats:
Changing the Data Fields in the Editor will allow you control what appears in your Chart. You may also add Report Filters, Rows, Columns, and Calculated Values:
For this Report, I have chosen to Visualize it as a Pie Chart, which shows the Total of Contracts for each Category:
If you hover your mouse cursor over a column, you’ll notice a small arrow icon appears next to the column name. You may change the arrow direction by clicking it, which will toggle between alphabetical and reverse alphabetical order:
If you'd like to filter out a specific cell in the column, click on the small gear icon next to the column name:
You will be allowed to select and deselect specific selections that you want to exclude from your Report:
To apply Filters to the Report you have built, fill in the criteria you would like to filter by and again, click Update Report. Notice in the example below that I have filtered by Contract Type as well as Supplier:
Once you have applied Filters you able to Export the Report or save the Report. Continue reading to learn how to save Reports.
Creating Saved Reports in Scout will allow you to build and save Reports so that each time you need to pull Reports you can log into Scout and you can easily view your desired Report without having to re-build it all out. Leveraging Saved Reports can help you save time with Reports you run daily, monthly, quarterly or yearly!
To create a Saved Report, select all of the columns as well as any applied Filters you would like to be reflected in your Report and then click the Save As button:
Another way to save your Report by is by clicking on Save in the Save & Update Report section:
Save and Update Report is useful if you’re already viewing a Saved Report. Clicking on this will save your current Report progress. Save As New Report will allow you to create and save a new Report. This will open the Reporting side panel, where you can enter your Report details. Enter a Report name and a Description if you wish to do so, and then click Save:
When you log in to Scout next time and go to your Reports page, you can click Save & View Reports in the Action Bar to view all of your Saved Reports:
If you are ready to Export your Report to Excel, locate and select Export from the top of your page options. Here, you will have the option to Export your Report in six different formats (Print, HTML, Excel, Image, and PDF):
After selecting your desired Export format, your download will begin immediately!
Our hope with the new Project Reports functionality is that you will be able to run more relevant and robust Reports to meet your team's reporting needs!