The 7.10 release introduced a powerful and flexible Report Builder that enables users to create their own charts and dashboards to track various metrics, as well as replace reports in areas of the platform such as the previous radar components (found at the top of a page).
Reports Overview
Reports Overview (from 7.10)
The 7.10 release introduced a powerful and flexible Report Builder that enables users to create their own charts and dashboards to track various metrics, as well as replace reports in areas of the platform such as the previous radar components (found at the top of a page). Users can create highly customisable reports and link them together to build interactive dashboards. Data is pulled instantly from lists, ensuring that visualisations are always up-to-date.
Key features include:
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Customisable widgets:
Users can choose from a variety of chart types (e.g. bar, column, pie, doughnut) and drop them into portals to create personalised dashboards for different user personas.
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Interactive filtering:
Report widgets and lists can be linked together. Clicking a data segment in one chart can instantly filter the data displayed in other reports and list views on the same page.
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Advanced customisation:
Report Builder allows for additional branding through customisable colour themes and styles for each report.
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Reusable dashboards:
Collections of reports can be saved as a single Dashboard, which can then be viewed in a blade or embedded directly onto a page.
Create Reports
Modeller Report Builder - Create Reports & Dashboards
ShareDo Reports, Dashboards & PowerBI Reports can all be created in Modeller > Reports.
Create ShareDo Reports
Create ShareDo Reports (from 7.10)
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. |
Create Interactive Reports
Create Interactive ShareDo Reports & List Views (from 7.10)
You can link ShareDo 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 and vice versa. Reports and lists that interact with each other need to be on the screen. For example, on a dashboard, radar, portal.
Example Interactive Reports & Lists
An example of this can be seen on the Workbench My Matters. When you first go into this screen the Breakdown by phase report on the Radar doesn't display a report, it informs you that you need to “Click on a work type in Breakdown by type”, which is the report to the left. Also the My Matters list view displays all of My Matters.
Example Interactive Reports & Lists
If you click on any of the types in Breakdown by type report, either on a type in the list or on a section on the chart, the Breakdown by phase report displays for that type, and the My Matters list view filters by that type.
When you click on a type, that section of the chart jumps out so you know what is selected and therefore being displayed on the other report.
As well as reports being interactive to list views, the list view is also interactive with the report. For example, if this List is filtered by Real Estate Matters, the report is filtered as well.
If you want the report or list to return to the original display, clear the filters in the list view.
Configuration
In Modeller you can see how this is configured.
Report Dependencies
Using the example above, the Breakdown by phase report is dependent on the user clicking a type on the Breakdown by type report. This is configured in the Breakdown by phase report.
Field dependency
Click to see example of Data Source Blade. Click again to close.
| Column field IDs that are required: |
The field that needs to be selected to build the report. To find the name of the field:
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| Placeholder message: | This is the message that displays on the report before the user has clicked on the dependency. This should tell them exactly what to click on. |
Report & List View Dependency
To identify which report a report or list is dependent on, you have to group them together using the same Topic Name.
Where you do this depends on whether the reports/lists are linking on a Portal screen or on a Dashboard
Portal
Modeller > Forms and View > Portal Editor
Edit each report & list view widget that have dependencies on each other. At the bottom of each pane there is Messaging section with a Topic Name field. Enter the same name into them all.
If you copy and paste the name, sometimes it can add a space at the end, make sure you remove this to ensure all names are match.
Dashboard
Modeller > Reports > Edit Dashboard > Edit each report
In Messaging section at the end of each report enter the same name into them all. See note above.
Create a Reports Dashboard
Create a Reports Dashboard (from 7.10)
A Dashboard is a selection of ShareDo reports grouped together.
Go to Modeller > Reports >
- Click the New + icon in the top right and select Dashboard.
or - Click on a dashboard to view, edit, and customise the design.
Dashboards are identified by the
icon.
Click to see Edit Dashboard. Click again to close.
| Details | |
| Dashboard name | The name of the dashboard. |
| Dashboard system name | Auto populates from the name. |
| Description | Describe what this dashboard shows and is used for. This is only visible in Modeller. |
| Tags | These are used to group dashboards together. This is only visible in Modeller and can be used to filter the reports list. |
| Active | Make the dashboard active once is it fully designed and ready to use. |
| Layout | Select how the reports will display on the dashboard. Horizontal or Vertical. |
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Reports The reports on the dashboard. Click Add Report or + to open the Configure Dashboard Report blade. | |
Configure Dashboard Report
Click to see Configure Dashboard Report. Click again to close.
| General | |
| Title | The name of the report on the dashboard. |
| Configure Report | |
| Report Type | Select whether this is a ShareDo or PowerBi report. |
| Report | Start typing the name, or part of the name, of the report. Select the report. |
| Height |
Select how high the report should be on the dashboard. Extra Small can only be used for ShareDo Card chart types. |
| Configure Empty Report | |
| Message to display when the report has no data | Enter text for the message. |
| Icon when the report has no data | Name of the icon to be used. |
| Strikethrough | If using an icon, indicate whether you want it to have a strikethrough when there is no data. |
| Menu/action buttons |
If there is no data you can add menu options/buttons for the user to do things instead. This could be be to create a new item. For example, if a report of tasks is empty, you could have an Add Tasks button. |
| Messaging | |
| Topic Name | This is used for interactive reports. Enter the exact name used on the report(s) this interacts with. |
Power BI Reports
Power BI Integration Overview
Setting Up Power BI with ShareDo
ShareDo offers integration with Microsoft Power BI to provide powerful interactive reports that give you insight into your data.
The articles listed in the table below provide a simplified guide for configuring the prerequisites, permissions and resources needed to enable this functionality.
| Licensing | Understand the different licencing options for power BI |
| Quick Start | Quick overview to setting up Power BI |
| Power BI Service Account | Setting up and using a Power BI service account |
| Power BI Registration | Registering for Power BI |
| Power BI Workspaces | How to create Power BI workspace for use with sharedo |
| Power BI App Registration | Learn about Power BI App registration and permissions |
| Publish Reports | How to publish reports to the Power BI workspace |
| Power BI Gateway | Learn how to register and configure the Power BI workspace |
| Dedicated Power BI Capacity | Create a Power BI embedded resource in Azure |
Report View Widget
Portal Widget: Report View (from 7.10)
What does the widget do?
This is available from 7.10.
The Report View widget displays a ShareDo Report, PowerBI Report or a Dashboard.
Radars use the Report View widget to display ShareDo Reports.
Configuration Settings
| Setting | Description |
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| With Chrome | Will display your widget as a self contained tile with a title and functional buttons |
| Title | Title must be provided if With Chrome is switched on |
| Icon | The Font Awesome icon that will be displayed next to the title on your widget |
| Help Text | Help text to explain the report |
| Expanded | Indicate whether this widget is expanded automatically |
| Display | Allows you to use a business rule to determine whether this is shown or not. |
| Configure Report | |
| Report Type | Select whether this is a ShareDo Report, PowerBI Report or a Dashboard. |
| Report | The name of the report. Start typing the name or part of the name and select from the list. |
| Height |
Select the height of the widget for the report. Extra Small can only be used for ShareDo Card chart types. |
| Configure Empty Report | |
| Message to display when the report has no data | Enter text for the message. |
| Icon when the report has no data | Name of the icon to be used. |
| Strikethrough | If using an icon, indicate whether you want it to have a strikethrough when there is no data. |
| Menu/action buttons | If there is no data you can add menu options/buttons for the user to do things instead. |
| Messaging | |
| Topic Name | This is used for interactive reports. Enter the exact name used on the report(s) this interacts with. |
Radars
Workbench Radars (from 7.10)
Most radars on the workbench are created using reports.
For example, the My Matters Radar consists of 3 reports:
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My Cases
The My active case count report, which is a card chart type. -
Breakdown by type
The My active case work type breakdown report, which is a donut chart type. It is also interactive with the Breakdown by phase report and the My Matters list view. -
Breakdown by phase
The My active case phase breakdown report, which is a bar chart type. This is dependent on the Breakdown by type report.
These radars are configured using the Report View widget.