Getting Started
Runn’s new reporting feature is an improved version of our current offering and allows us to continue to enhance this feature to meet the changing needs of all our customers:
Key enhancements:
Preset Reports to get you started (same fields & metrics as Classic Reports)
Creating custom reports for the organization
More flexibility in time periods
More flexibility in units reporting (hours, days, FTE, etc)
Better filtering & searching options
Nested Grouping tables
Additional metrics
Phase & workstream reporting
Graphics (coming soon!)
Overview
Accessible as usual in “Reports”- the new dashboard includes all previous reports as well as displaying any custom reports created. You can sort or search as needed.
Please note that Cumulative & Milestone reports remain unchanged. Instructions on how to use these reports is available here.
Getting Started
A good way to start is to begin by asking a few key questions:
What data am I trying to analyze?
Is this for a specific time period?
Why do I need this specific data?
For example:
As I leader, I want to compare utilization levels by team for the next quarter to see if we should move work around or look to add contractors.
As a leader, I want to see all the revenue driven by each client for the next year to see if we need to take on more work to hit our business goals.
The answers will help you determine which preset to start with and what additional columns you may want to add:
Presets
Based on on Classic Reports, these presets have the same fields & Metrics (called Columns) to give a good starting point. If you make any changes, you'll be prompted to create a new report as presets cannot be saved.
Project Report
Project Overview – All your projects, not date-limited.
Project Period – KPI reporting at specific points in time.
Cumulative (rolling totals) and Milestones reports are still available under our classic reports.
People Report
People Explorer – Flexible people data that can be grouped by time periods.
People Variance – Compare schedules vs. actuals.
People Utilization – View utilization levels for individuals, teams, or custom metrics.
Timesheets – Quickly see which timesheets are missing.
Basic Features
Views: Can be applied to reports as they are to planners. (Please note that secondary filters are not available in Reports)
Tentative Projects: Using the same toggle as on the Planners, you can turn on all or select specific tentative projects to your reports.
Filtering & Searching: Using the same filter as our Planner, isolate information more clearly by using our filter.
Use the search bar to quickly look for one person or one project.
Display :Change the unit from Hours to FTE. (This is cannot be saved)
Multi-Level Grouping: Add multi-level grouping (including single select custom fields, phases and workstreams) for deeper analysis.
Grouping replaces the "Detailed" and "Group By" options from Classic Reports. All reports by default include "Detailed" view but this can be removed in the Grouping as needed.
Adding/ Removing Groupings
Groups let you create summary and breakdown views as needed. Click ‘Add Grouping’ and use the arrows to explore options in each category. You can select multiple options, which will be enabled when you click ‘Apply’.
To remove a grouping, click the (X). 'Project' in Project Reports or 'People' in People Reports, can't be removed and will show a lock icon instead.
Reordering Groupings
Drag the six-dot icon next to the grouping to reorder. Note that projects and people can’t be reordered. The UI will guide you to ensure the correct arrangement.
Note: The detailed view is enabled by default. To hide specific breakdowns (e.g., people under projects), simply adjust the groupings.
Columns :
Both Metrics & Fields are can be found in Columns. The options will be collapsed. A "-" indicates some options are selected, a checkmark indicates all options are selected, while an empty box indicates to option is selected. Click on the arrows to see all options before clicking on Apply to add them to your report. To learn more about what is available, visit our Glossary.
Date Ranges & Periods: Switch between "Overview" and "Period" views in project reports. Choose period or custom date in both project and people reports. You can also now see the data by day, week, month, or quarter.
Export: You can export now in CSV or Excel. You can also chose to export the summary rows or the entire breakdown as well.
Saving Reports:
Starting from your Preset- if you make any changes, you'll be prompted to create a new report . Please note that any one can edit another person's custom reports, so be careful when using an existing report. Read more on Custom Reports.