How to Export PDF Copy of Unit Report Page

The description contains prerequisites and a step-by-step instruction.

Prerequisites

There are two requirements you need to follow to succeed in the PDF export:

• Use one of the following browsers: Google Chrome, or Safari.

• At PDF configuration, be vigilant not to forget to select the Background Graphics check box on the Print menu. 

Export PDF 

To export PDF:

1. Go to a unit Dashboard page, and then click Export → Unit Dashboard to PDF. The Print dialog box opens.

Open

Fig. 1 Dashboard page: The Export menu

2. On the Print dialog box, select one of the two available options:

Open

Fig. 2 Print dialog box: Mandatory settings

3. Select the Background Graphics check box.

4. Click Save. The system generates and then downloads the PDF report.

How to Export DOCX Report for Entire Unit

This section describes how to get a DOCX report for the entire Project or Stream unit.

The entire unit report contains the following sections with detailed information:

1. Overall status

2. Sub-statuses 

3. Risks

To export DOCX report for the entire unit:

• Go to a unit Dashboard page, and then click Export → Report to DOCX.
  The system downloads the required DOCX report.

How to Use Special Reporting

The Special Reporting feature streamlines the creation of key reports by providing dedicated fields on the dashboard. This reduces manual work and minimizes errors.

Steps to Use Special Reporting:

1. Access the Special Reporting Section:

   • Navigate to the dashboard and locate the Special Reporting section below the unit status. This section contains two text fields for reporting.

2. Activate Reporting Fields:

   • To use a reporting field, turn the toggle switch ON. This will reveal the relevant text field for input.

3. Edit Reporting Fields:

   • Enter the necessary information in the text field. Remember, all users with access to the unit can toggle the switches and edit the text fields.

4. Save Changes:

   • The system automatically tracks who edited the text field and when. This information is displayed in the UI to show the most recent changes.

5. Deactivate Reporting Fields:

   • To clear a field, turn the toggle OFF. A confirmation pop-up will appear, and confirming will erase the text. Note that upon turning the toggle back ON, the field will be empty, and the author of the last change will be recorded as the person who confirmed the text removal.

Exporting Reports:

1. Requesting the Report:

   • Contact support to request the Excel report download.

2. Processing the Excel Report:

   • Utilize filters in the Excel report to tailor the data to your needs:

     • Remove unnecessary columns (e.g., exclude 'Monthly Highlights' when creating an Executive Report).

     • Filter by unit type if needed.

     • Filter by toggle position (e.g., filter 'Executive Summary Toggle' by "On").

     • Filter by report date (e.g., 'Executive Summary Provided At' by a specified date).

     • Optionally, filter by status color (e.g., include units with a Red status).

     • Apply any additional filters as required.

3. Finalizing the Report:

   • Copy the filtered data to a new file and distribute it to relevant parties

The columns list:

1. Unit Name 

2. Link to the unit

3. Unit Type 

4. IT Delivery AVP

5. Unit Status (Color)    

6. Unit Status (Health Index)    

7. Status Summary (text)        

8. Status Provided By    

9. Status Provided At    

10. Go To Green Plan (text)

11. Go To Green Plan Last Updated By    

12. Go To Green PlanLast Updated At    

13. Executive Summary Toggle (On/Off)

14. Executive Summary (text) 

15. Executive Summary Provided By    

16. Executive Summary Provided At

17. Monthly Highlights Toggle (On/Off)

18. Monthly Highlights (text) 

19. Monthly Highlights Provided By  

20. Monthly Highlights Provided At  

In the "Executive Summary Toggle (On/Off)" and "Monthly Highlights Toggle (On/Off)" columns, if the toggle is off, you might see either "Off" or an empty cell. The empty cell simply means the toggle hasn't been used yet.

Implementation Note:

When exporting content from rich text editors, such as those used in 'Go to Green' statuses, the text is converted to plain text to ensure compatibility across platforms. This process maintains essential information while removing styling.