Lesson 14

Reports
This lesson will cover the following topics:
» About Reports

» Creating a Report

» Report Types

» Running a Report

» Downloading, Editing, and Deleting a Report

» Sharing a Report

» Report SmartLinks

» Report Administrators

» Arena Analytics

» Lab Exercises

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About Reports

» There are two types of reports; Custom and Standard.

Custom Reports

» Custom Reports can be created for Items, Changes, Requests, Projects, Quality, Requests,
Tickets,and Training.

» If you are an Account Administrator you can also create Reports about user activity in your
workspace.

» Choose the attributes to show and the data to include in the report.

» You can control whether a Report is shared, so it can be run by any user with appropriate access,
or personal, so it can only be run by you.

» You can output a Report in .csv or .xls file formats.

» After the Report is complete, you can download it from the Downloads tab of your Dashboard
Inbox.

» Reports are saved in the Reports world and can be rerun at any time.

Standard Reports

» Standard reports are pre-defined, which means that the table format has already been created
and the reports are ready to be run.

» Standard reports cannot be created but can be personalized and saved as Custom Reports via
the Save As button.

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Creating a Custom Report

» When in the Reports world, click the Create button.

» Specify the report type

» Specify the table format

» Specify the data filters

» Enter the report details

NOTE: All Reports are personal when first created. If you wish to convert a personal Report into a
shared Report, you may do so later with the Share Report command.

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Custom Report Types
Report type and sub-type determine which attributes are available to use in the report.

Changes
Decision History
Implementation
Lifecycle History
Modified Items
Summary
Items
Costing
Purchases
Summary
Tickets
Projects
Overview
Quality
Details
Summary
Requests
Affected Items
Built Changes
Discussions (Issues/Responses)
Lifecycle History
Recommendations
Summary
Tickets
Summary
Training
Records
Users
Access History
Summary

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Editing a Custom Report

» You can edit the table format, filters, and summary information of a Report.

NOTE: You cannot edit a Report whose Visibility Status is Shared.

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Standard Reports

» Standard reports are pre-defined, which means that the table format has already been created
and the reports are ready to be run.

» Hover on a standard report Title to see a description of the report, the last time it was run, and
the total runs.

» Click on the Title or use the “Go To Summary View” link on the preview panel to open the report
object.

» Standard reports cannot be created but can be personalized and saved as Custom Reports via
the Save As button. However, the report format still can’t be configured.

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Standard Report Titles
» Changes Approval History

» Changes Pending Sign-Off

» Changes Sign-Off Cycle Times

» Item to Item References

» Items Approval History

» Items Pending Sign-Off

» Items Sign-Off Cycle Times

» Items Where Used

» Pending User Training

» Quality Affected Objects

» Quality Custom Attributes

» Requests Recommendation Cycle Times

» Requests Recommendation History

» Requests Recommendation Status

» Supplier Status

» Temporary Change Expiration

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Running a Standard Report

» Run a Standard Report from the search results Commands column or open the report and click
the Run Report button on the report header.

» Enter the run details by searching for the objects to include in the report.

» Click the Preview button to see the first 50 rows of the report. Run the report to see all results.

This example shows the “Changes Approval History” report including all Change numbers containing
*7*.

» Select Run (.csv or .xls) to run the report once without saving the run details.

» Select Save As to create a Report object which saves the report details, will be included in a
search results, and will show number of runs and last run time.

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Downloading Report Results

» After you run a Report the results are available in the Reports world as well as the Downloads tab
of your Dashboard Inbox.

» You can download the results of a Report from these pages in the Reports world:

o In the Reports search results there’s a download icon .

o In the Summary view of the Report there’s a download icon .

o In the Recent Runs view of the Report there’s a download icon .

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Deleting a Report

» You can delete any of your personal Reports.

» Only a Report Administrator can delete a shared Report.

» When a Report is deleted, existing runs are unavailable for download.

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Sharing a Report

» You need to share a personal Report if you want other Employees to see and run it.

» When a Report is shared, Run results are shared too.

NOTE: this can result in certain users gaining visibility into data they wouldn't otherwise be able
to see.

SHARING IS NOT REVERSIBLE! Once you share a Report, you cannot make it personal again.

» A shared Report cannot be edited, and only a Report Administrator may delete a shared Report.

Sharing Report SmartLinks

» SmartLinks are only available on shared Reports.

» Report SmartLinks always link to the latest run of a Report.

» When a user clicks a SmartLink, they download the content of the Report run, and are not taken
to a page in Arena.

» Paste the URL into an email, company wiki, intranet, or any document.

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Report Administrators

» If you are an Arena Account Admin, go to Workspace Settings > Reports > Add Administrators.

» Arena Account Admins are the only users who can designate a Report Administrator.

» Report Administrators are the only users who can delete shared Reports.

» Any user with full Employee or Partner access may be designated a Report Administrator.

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Arena Analytics

» Arena Analytics adds Business Intelligence to Arena presenting graphical charts and analysis in
the Reports.

» Easy-to-configure dashboards display reports about your data in Arena, like product
development cycle time, product quality trends, project performance, and supply chain health.

» All Employee users in the workspace can view key metrics and indicators in easy-to-read graphics
and charts.

» When Arena Analytics is enabled, configurable Dashboards for Items, Changes, Requests,
Projects, and Quality are visible in the Reports World by selecting Analytics from the Reports
drop-down in the World bar.

» Arena Analytics is an additional product that can be added to your Arena workspace. Contact
[email protected] to discuss setting up Arena Analytics for your company.

» More information about Arena Analytics is available in the online Arena Help.

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