Clarizen Success


The Clarizen Success page is here to provide you with resources as you learn more about the tools and solutions Clarizen has to offer. Please review available webinars, blog posts, the user manual and more to begin your research on how Clarizen can help streamline and improve your business.

 

Clarizen Online Project Management Software Help

Boris Krutiy Mar 24 Clarizen Community Forum / News & Announcements

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Clarizen Team April 18, 2013 Clarizen Community Forum / News & Announcements

 

Boris Krutiy Mar 26 Clarizen Version 6.0 / Training Decks

Reports & Dashboards

This article provides an overview for the newly released Reports & Dashboards Modules.

 

Key Benefits

  • Generate dashboards, displaying consolidated metrics of cross business objects, to share with your stakeholders
  • Scheduled reports, emails, attachments/downloads
  • Deliver value to all stakeholders, from PM’s to Executives
  • Real-time visibility into performance and KPI’s
  • Prompt business questions & Highlights for smarter decision making
  • Capture snapshots
  • Pivot data in multiple ways, 360º view of your business
  • Create discussion posts, share decisions, take actions directly from within the reports

Key Features

  • Folder & Report sharing options –across users, groups, profiles, etc. including email attachments
  • Highlights and Business Questions on pivot tabs to visually analyze data in multiple perspectives
  • Default OOTB reports and dashboards for common use cases
  • 8 types of charts, including advanced cluster & stacked options, as well as metrics grouping
  • Automated advanced scheduling and historical snapshots for performance history or audit trails
  • Dashboards to consolidate reports across multiple objects, & display multiple formats in one page

Folders

  • Folders can be used to divide or group all the reports and dashboards created in the system.Available folders :
  • Out of the box folders (Budget, Cases, Customer, etc)
  • Folders created by the user
  • Special folders:
  • My reports –each user in the org has their own “my reports” folder, that acts as a private folder only for the current user which can be used to save personal reports & dashboards
  • All reports –displays a list of all the reports & dashboards that you have permissions to view
  • Unfiled–a public folder available to everyone in the org

 

Create and Manage Folders

Folders can be used to divide or group all the reports and dashboards created in the system.Available folders :

  • Out of the box folders (Budget, Cases, Customer, etc)
  • Folders created by the user
  • Special folders:
    • My reports –each user in the org has their own “my reports” folder, that acts as a private folder only for the current user which can be used to save personal reports & dashboards
    • All reports –displays a list of all the reports & dashboards that you have permissions to view
    • Unfiled–a public folder available to everyone in the org

Folder Permissions

  • You can set owner, contributor, viewer and editor folder permissions.
  • Folder permissions are inherited by reports that are created in that folder.
  • To set permissions click on “More Info” from the folder menu options.

Report Sharing

Reports inherit the permissions of the folder they belong in and can be changed for each report.

  • Sharing permissions can be defined for Users, User groups, special groups, and profiles in several levels:
    • Owner–can add/remove/edit reports and dashboards and the folder itself
    • Editor–can add/remove/edit reports and dashboards and the folder itself
    • Contributor–can add/remove reports and dashboards
    • Viewer–can run relevant reports and dashboards

Menu Options

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Related Item Panels

Reports includes the following out of the box relations:

  • Scheduled runs (reports only)
    • The scheduled report runs automatically and is displayed in the Scheduled runs relation panel
    • The exported data can be saved either as PDF or Excel allowing you to access and analyze past results
  • Discussions
    • Allows you to collaborate with all team members around reports/dashboards and their results using social
    • Note: If the user does not have permission on the report he will receive discussion notification but will not be able to access the results themselves

Dashboards Module Overview

  • Dashboards allows you to create a one glance view of reports spanning multiple data objects.
    • For example, you could have a dashboard consolidating different reports on timesheets, expenses, project status, requests, and resources –where each report could be displayed in a different format (chart, grid, or highlights).
  • Just like in the Reports editing feature, you can define sharing permissions for each dashboard

 

Useful Links for Reports & Dashboards

 

How to Create and Manage Reports

How to Create a Dashboard

 

 

Boris Krutiy Jan 13 Clarizen Community Forum / Tips & Tricks

FOLLOW OUR COMMUNITY FORUM GROUPS

Within the Clarizen Forum we have a number of Categories such as:

We strongly suggest posting to these to ask the Clarizen Community questions. Not only will qualified Clarizen Engineers be responding to your queries but these posts are also visible by others using Clarizen which means that you are able to answer each other's questions and share ideas. This is a proven method to share great ideas and solutions, especially in regards to Customizations and API questions (but not limited to this).

You can receive Community Posts via email by subscribing to the groups above. In order to subscribe, you can click on the on the group (see image below). 

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Once you are within the Group, you can click on the Subscribe to receive emails on Forum posts within the Group(s). 

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