PS: Custom Report

Custom Reports are used to combine different elements together in a single area which can then be exported as one. This report is designed to make combining all scheduling information together in a single report which can be exported in different format so to be presented to customers.

Custom Report Example

1 Add New Custom Report
2 Custom Report UI
3 Chrono Chart
4 Chrono Table
5 Period Plot
6 Viewport
7 Gantt Report
8 Gantt Chart
9 Spreadsheet Report
10 Pivot Chart
11 Pivot Table

Add New Custom Report

To create a new Custom Report, click Add Report and select Custom Report. This will create a blank section where elements and text can be added.

Add New Custom Report

Custom Report UI

Toolbar consists of 4 buttons

Export		Dropdown provides 3 different file formats which the reports can be exported in (DOCX, PPT & PDF).
Preview Section		Renders a preview of the selected section with data from the current schedule. Note: If changes are made to the schedule the preview will need to be rerun. Previews are not required to be completed prior to exporting.
Clear Preview		Clear renders previews and elements will revert to original coloured box.
Set Page Size		Sets page size for all sections and pages.

Sections refer to a portion of the entire report and be a single or multiple pages.

Add / Delete		Add new sections or delete selected section.
Move Up / Down		Reorder selected section.
Copy		Copy selected section.

Section Options allows for each section to have different start and end periods.

Override Source	Ticking this option on will set report elements to use the start and end periods from the section, rather than what is setup in the source element. This will only apply to elements that with Start and End Periods set to Inherit.
Start / End Period	Drop down to select the start and end periods.

Selected Element refers to the specific setup features for the different element types. These will be covered in more detail by each element.
Report Layout is where the report is built by adding elements, images, text boxes etc. Multiple pages can be added here, if desired. It is important to note that the report behaves more like a Word document than PowerPoint
Custom Elements dropdown contains 9 different elements that can be added to the report. To add an element, select it from the dropdown and it will appear on the screen.
- Chrono Chart
- Chrono Table
- Period Plot
- Viewport
- Gantt Report
- Gantt Chart
- Spreadsheet Report
- Pivot Chart
- Pivot Table

Chrono Chart

Chrono Report	Dropdown to select Chrono Report to reference.
Chart Name	Dropdown to select what chart to display. Selecting <All> will display all charts that are visible in the report, not all charts that may be configured within the report.
Period Interval	Dropdown to select what period intervals to use on Charts. Provides ability to reference the same Chrono Report and display the data in different time intervals, e.g. Daily, Weekly etc.
Start / End Period	Dropdown to select start and end periods. Selecting Inherit will use the periods setup from the Chrono report, unless Override source has been ticked in Section Options, then the element will use the periods from the Section.

Chrono Table

Scaling	Dropdown to choose how to scale the report to fit the element.
Chrono Report	Dropdown to select Chrono Report to reference.
Period Interval	Dropdown to select what period intervals to use on Charts. Provides ability to reference the same Chrono Report and display the data in different time intervals, e.g. Daily, Weekly etc.
Start / End Period	Dropdown to select start and end periods. Selecting Inherit will use the periods setup from the Chrono report, unless Override source has been ticked in Section Options, then the element will use the periods from the Section.

Period Plot

Report Name	Dropdown to select Period Plot report to reference.
Record Name	Dropdown to select what bench to display with in the element.

Viewport

Viewport Name	Dropdown to select saved viewport.
Period	Dropdown to select period position for the animation.
Show Compass	Tickbox to include compass within viewport element.
Show Period	Tickbox to include period within viewport element.
Show Scale	Tickbox to include scale within viewport element.
Show Reserves Legend	Tickbox to include reserves legend within viewport element.
Show Dump Legend	Tickbox to include dump legend within viewport element.
Legend Font	Dropdown to select font for legends
Legend Font Size	Enter value to set font size for legends.
Activity	Dropdown to select what activity to display in viewport.

Gantt Report

Scaling

Dropdown to choose how to scale the report to fit the element.

Report Name

Dropdown to select Gantt Report to reference.

Start / End Period

Dropdown to select start and end periods.

Selecting Inherit will use the periods setup from the Chrono report, unless Override source has been ticked in Section Options, then the element will use the periods from the Section.

Gantt Chart

Scaling	Dropdown to choose how to scale the report to fit the element.
Display Option	Dropdown to select what Gantt Display setup to reference.
Dashboard	Dropdown to select what Gantt Dashboard to reference. Used to control what agents are included in the Gantt.
Start / End Period	Dropdown to select start and end periods. Selecting Inherit will use the periods setup from the Chrono report, unless Override source has been ticked in Section Options, then the element will use the periods from the Section.

Spreadsheet Report

Scaling	Dropdown to choose how to scale the report to fit the element.
Report Name	Dropdown to select what Spreadsheet Report to reference.
Worksheet Name	Dropdown to select what Worksheet to use from the Spreadsheet Report.
Cell Range	Type in the cell range to use from the Worksheet. Range can include charts which will be displayed along with any data.

Pivot Chart

Pivot Report

Dropdown to select what Pivot Report to reference.

Pivot Table

Scaling	Dropdown to choose how to scale the report to fit the element.
Pivot Report	Dropdown to select what Pivot Report to reference.