* Please note this is a premium (paid) add-on feature. For more information or to get this feature enabled please contact the Customer Success Team on [email protected].
In Simply Stakeholders you can create customised Reports, allowing you to build your own reporting dash that highlights the key reporting metrics or project milestones. One of the premium reporting features is the ability to create a tabulated reporting widget, allowing you to pull out the key fields you need to report against.
Creating a Table Report widget
To create a Table Report widget, you will first need to create your Report and populate the dashboard and standard widgets as required. Once your Report has been created, follow the steps below to build a Table Report widget.
Click on Create+ > Report or open an existing Report
Click on 'Add a widget', the side-draw will appear on the right hand side
To build your own Table Report widget click on "Add a widget" and select the radio button Report and select Create New to build the Table":
Screenshot shows the Add New Widget pop-up window with Add + Report selected and Create New highlighted
Give your Table Report widget a Title
Select the Record Type you wish to build the report against:
Stakeholder
Interaction
Apply any Saved Filters, single select only. Only saved filters applicable to the selected Record Type will be shown.
Select the Columns you wish to populate in your Table. These are dependent on the Record Type you select.
When you click Select Columns, you will be able to drag and drop the available columns to the Selected section
You can customize the column name
You can remove columns by clicking the X button in each column
Screenshot shows the Select Columns pop-up window, with the Select Columns highlighted and the editable Column Name field highlighted, an arrow points to the remove X button
You can then preview your Table Report at the lower section of the right panel. A scroll bar will display if there's a long list or multiple columns added.
Confidential records - where a User has no access, the Table will only display the following values:
Stakeholder ID
Stakeholder Type
Title
Stakeholder Name
Stakeholder Mapping
Stakeholder Health Score
Confidentiality
If a User selects a column not listed above, the value will only display "Confidential" (greyed-out)
If the User has access to the confidential record, all values will be displayed.
You are able to add as many Table Report widgets as required.
The report can be exported and downloaded as a PDF via the print icon or exported in Word format via the down arrow icon in the top right-hand corner of the page.
For more help
For more information, to arrange a demo or for product training please contact our Customer Success Team or email [email protected].