Reporting is a very useful feature which can be used creatively to access knowledge quickly and/or manage the progress of work within Processes in addition to the Pro Text Search capabilities.

Article outline

  • Prerequisites

  • Generating reports

  • Where can you generate a report

  • Accessing the reports

  • Types of reports you can run by application

  • You might be also interested in

Generating reports

You can run and store one report per FREE space and up to ten reports per PRO/Enterprise users pace per user. Each report is private to the user who run it, and cannot be shared between users.

To run a report, click on the report icon in the upper-right menu. You will see the list of your active reports (up to four). To run a new report, click "Add new report" at the bottom. 

This will pop up a window where you can choose the type of report you wish to run from the dropdown.

TIP Reports are always generated against what is currently visible on the screen
(be it a diagram, Salesforce org or compliance models, set of requirements etc.).
If you filter the list of URLs in the library, or set of requirements, or change the scope of the compliance model, this will limit the scope of the report you will generate.

TIP Sometimes you may not see items (specifically attachments & links to other items within the application) in generated reports. This may be because of group visibility settings on attachments & links. Please see this article for more information.

Where can you generate a report?

You will not always be able to add a new report. Reporting is available when you are in the following applications:

Even if you can't run a report, you can always access the ones you already generated. 

TIP When you wish to generate a report in the process application, you can use the toggle under the dropdown field to include lower levels of that diagram. This then runs the selected report not only against the diagram currently on screen, but also against all of its children. 

Accessing the reports

If you are on a FREE Space, and you generate another report, it overwrites the previously generated report in that space. If you are on a PRO/Enterprise Space, a new report will overwrite the oldest one if there are more than ten reports in that space. 

The report runs in the background, and when it is finished you will get a notification.

Click on the notification to open the report in the new browser tab. You can:

  • reorder the columns

  • change the width of each column

  • filter by every column

  • sort by every column

  • group by every column (drag n drop it into a tab above the report)

  • export to Excel

On an Enterprise Space, you can always open up the previously run reports (we store up to 10 for each user) by clicking on the reporting icon and then selecting "Show all reports". 

You can refresh previously generated reports to include the new data. The report will be re-run with the same parameters (report type, item, scope, filters etc.) and it will include any new data added since the last time the report has been generated. 

You can also remove a report from the list to clear your list of stored reports. 

Types of reports you can run by application:

Process reporting

You can report on different aspects of a Process:

Ref model & GDPR reporting

You can report on different aspects of a Ref Model:

Change grid reports

You can report on different aspects of a requirement, story, or feedback list: 

Note that reports for stories and requirements for the "All" grid view are generated against the current filters and view on the grid. Therefore, if you have filtered to only show requirements or stories assigned to a particular user the report you run will reflect that.

You might be also interested in

  • Links & attachments - You can link different types of additional information to requirements, stories and process activities, you can even link requirements and stories to process activities themselves

  • User groups and attachment visibility rights - you can then set all attachments on requirements, stories, diagram activities, and reference model nodes to be visible either by all users in the space or by particular user groups

  • Following - you can follow diagrams, requirements, stories, reference model nodes and URL library links

  • Managing links with the URL library - URL Library is a feature which allows you to define a link once in your Space and reuse that link in multiple places

  • Multiple tabs in a browser - There are different “applications” within Elements, each opens in its own tab in the browser and they each work independently

  • Filter and search - This capability filters on all the primary lists across Elements

  • Custom grid views - This allows you to create a customised view in the changes grid showing only the columns and filters that you need to see.

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