You can easily design and create a ShareDo report based on List View data. You can also edit and customise any of the reports.
Go to Modeller > Reports >
- Click the New + icon in the top right and select ShareDo Report
or - Click on a report to view, edit, and customise the design.
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Report Properties tab Click to see example blade. Click again to close.
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| Report name | The name of the report. |
| Report system name | Auto populates from the report name. |
| Description | Describe what the report does/shows. This only shows in modeller. |
| Tags | Tags are used to group reports together. For example you can have a report list view that contains only those reports with a specified tag. You can also filter the Modeller Reports list by tags. |
| Active | Make the report active once is it fully designed and ready to use. |
| Chart type | The type of chart used on the report. When you select a chart type it dynamically displays an example of that chart on the right. |
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Data source tab Click to see example blade. Click again to close.
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| List view | Enter text to find a list view. |
| View | If the list view has different views, select which one to use. Or choose “All Views”. |
| Available Columns |
The columns available for this list view. Select the column to report on, or choose Total Count for the total number of rows (e.g. for a card display). This puts that column as the x axis and displays the results on the right.
For stacked charts, you can select columns for the x and y axis. However, those columns must be compatible to do that, if not a message displays:
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Categories (x-axis)
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Selected column.
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Values (y-axis)
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For all options except stacked columns this is set to Count and cannot be changed. Exception to this is if the column supports sum totals (indicated by a calculator icon), this shows Sum.
For stacked charts, select the available column. Once you have selected your source and columns, go back to the Report tab and change the chart type. You can few the different types with the actual data to see which chart type represents those results best.
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| Dependencies |
This section is used to link reports together interactively. So clicking on something on one report will filter the results in another. And not just reports, you can filter list views when something is selected in a report as well. For details see interactive reports.
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Preview
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You can use the Preview section to enter a work item context to view the report in on the right.
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Customise tab What can be customised on a report depends on chart type. There are various options to change colours and turn elements on and off. | |
| Visual Style | Select the colour theme. |
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Chart Settings or Card Settings |
Set chart elements on and off.
For Card chart types, this is Card Settings where you can select an icon to be used on the card. |
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Actions
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Set actions when chart is clicked on. The system default is normally to open a blade. You can override this with the Override Operations feature in the work type modeller. You can invoke a command for example to navigate to a page that shows more details information, open a relevant blade etc. |
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Advanced
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Typically left as default. For example, events to refresh a list when events are triggered. |
