Create a report to monitor project status

Scenario

This recipe allows you to create a report for monitoring project progress.

In the project, there are some tasks with different statuses and those statuses can be monitored easily in a page. 


Result


Recipe

Ingredients

Apps

Reporting
Platform
Server, Data Center
Level

INTERMEDIATE

Estimated time

15 minutes

Macros

Suppliers

Storage format

Macro structure

You can recreate the example in the editor view:

Steps

  1. Create a Report Table macro.

  2. Within Report Table macro, create Content Reporter macro, set types parameters to "page".

  3. Within Content Reporter macro, create Text Filter macro and set the following parameters:
    Keydata:project
    Required: checked

  4. Within Content Reporter macro, under Text Filter macro, create a Text Sort macro and set the Key parameter to "content:title".

  5.  Within Report Table macro, under Content Reporter macro, create two Report Column macros.

  6. Set the first Report Column's Title to "Project Name" and add a Report Info macro within it.
    Set the Report Info macro's Key to "content:title"
    Tick Link To Item.

  7. Set the second Report Column's Title to "Status"

  8. Within the second Report Column, create a Report Block macro, set Maximum Result and First result parameters to "1".

  9. Within the Report Block macro, create a Local Reporter macro and set the Key parameters to "data:project"

  10. Within Local Reporter macro, create a Text Filter macro with the following parameters:
    Key: data:Status
    Exact Value:
    In Progress

  11. Within Report Block macro, under Local Reporter, create a Report Body macro and insert a "In Progress" status within it. 

  12. Within Report Block macro, under the Report Body macro, create a Report Empty macro. 

  13. Within the Report Empty macro, create a Report Block macro, set Maximum Result and First result parameters to "1".

  14. Within the Report Block macro, create a Local Reporter macro and set the Key parameters to "data:project"

  15. Within Local Reporter macro, create a Text Filter macro with the following parameters:
    Key: data:Status
    Exact Value: Done

  16. Within Report Block macro, under Local Reporter, create a Report Body macro and insert a "Done" status within it.