CONN ECTED ANAL YTICS
Information in this document is subject to change without notice. Companies, names and data used in examples are fictitious.
Copyright ©2021 by InEight. All rights reserved. No part of this document may be reproduced or transmitted in any form or by any means, electronic or mechanical, for any purpose, without the express permission of InEight.
Microsoft Windows, Internet Explorer and Microsoft Excel are registered trademarks of Microsoft Corporation.
Although InEight Report has undergone extensive testing, InEight makes no warranty or
representation, either express or implied, with respect to this software or documentation, its quality, performance, merchantability, or fitness for purpose. As a result, this software and documentation are licensed “as is”, and you, the licensee are assuming the entire risk as to its quality and performance. In no event will InEight be liable for direct, indirect, special, incidental or consequential damages arising out of the use or inability to use the software or documentation.
Release 21.5
LESSON 1 — INEIGHT REPORT OVERVIEW 7
1.1 Report Overview 8
1.1.1 Page Navigation 8
1.1 Step by Step 1 — Navigate to Report 9
1.2 Reports Tab 11
1.2.1 Report Security 12
1.3 Types of Reports 13
Lesson 1 Review 20
Lesson 1 Summary 20
LESSON 2 — REPORT NAVIGATION AND SETUP 21
2.1 Report Setup 23
2.1.1 Parameters 23
2.1.2 Run a Report 24
2.1 Step by Step 1 — Run a Report 24
2.2 Report Execution tab 26
2.2.1 Parameter Pane 27
2.2.2 Report Page Control 27
2.2.3 Zoom 28
2.2.4 Export 29
2.2.5 Search 29
2.2.6 Report Information 29
2.3 My Views Tab 30
2.3.1 Overview - My Views Page options 31
2.3 Step by Step 1 — Save as a View 31
2.4 Subscriptions Tab 33
2.4.1 Subscribing to a Report 34
2.4 Step by Step 1 — Subscribe to a Report 34
2.4.2 Modifying a Subscription 38
2.4 Step by Step 2 — Inactivate a Subscription 38
2.4 Step by Step 3 — Modify a Subscription 39
2.4.3 Subscription Status By User 40
2.4 Step by Step 4 — View Subscription Status By User 40
2.5 Settings Tab 43
2.5.1 Tags 44
2.5 Step by Step 1 — Create A Tag 45
2.5 Step by Step 2 — Add a Tag 46
2.5.2 View Reports using a Tag 47
2.6 Schedules Tab 48
2.6.1 Importing Schedule Files 49
2.6 Step by Step 1 — Import Existing Schedule File 49
2.6.2 Updating Schedules 54
2.6 Step by Step 2 — Update an Existing Schedule 55
2.7 Documentation Tab 56
2.7.1 Access Report Definitions 57
2.7 Step by Step 1 — Download Multiple Documents 58
2.7.2 Navigate the Documentation tab 59
Lesson 2 Review 60
Lesson 2 Summary 60
Report User Guide
STEP-BY-STEP PROCEDURES
1.1 Step by Step 1 — Navigate to Report 9
2.1 Step by Step 1 — Run a Report 24
2.3 Step by Step 1 — Save as a View 31
2.4 Step by Step 1 — Subscribe to a Report 34
2.4 Step by Step 2 — Inactivate a Subscription 38
2.4 Step by Step 3 — Modify a Subscription 39
2.4 Step by Step 4 — View Subscription Status By User 40
2.5 Step by Step 1 — Create A Tag 45
2.5 Step by Step 2 — Add a Tag 46
2.6 Step by Step 1 — Import Existing Schedule File 49
2.6 Step by Step 2 — Update an Existing Schedule 55
2.7 Step by Step 1 — Download Multiple Documents 58
This page intentionally left blank.
Report User Guide
Lesson Duration: 30 minutes Lesson Objectives
After completing this lesson, you will be able to:
l Describe how reports are organized in InEight Report
l Explain how report security works
l Describe the types of reports available in InEight Report
Lesson Topics
1.1 Report Overview 8
1.1.1 Page Navigation 8
1.2 Reports Tab 11
1.2.1 Report Security 12
1.3 Types of Reports 13
Lesson 1 Review 20
Lesson 1 Summary 20
1.1 REPORT OVERVIEW
Scenario
You are a Project Engineer assigned to a steel structure project. You are responsible for verifying the accuracy of quantity claimed by your field engineers in InEight Progress. You would like to take some time to familiarize yourself with InEight Report to see what options are available for reporting on hours and quantities captured using the InEight Progress application in the field.
InEight Report pulls information from the different InEight applications. Reports can be saved to PDF, Excel, CSV file format, or can be printed.
1.1.1 Page Navigation
You can launch the Report application from wherever you are in the InEight cloud platform, whether you are in a project or organization level. The following steps walk you through how to launch Report.
1.1 Report Overview Report User Guide
1. From the home landing page, click the , and then select either an organization or a project.
2. Click Report, this opens the Reports page.
Title Description 1 Navigation
Bar
Provides access to All projects & organizations, Project settings, and other InEight applications.
2 Help Launches Help menu with suggested content relevant to your current screen.
3 Navigation Sees all notifications, mark those as read, or mark all as read.
4 Profile Views Notifications allows you to log out.
5 Tabs Navigates between different functions on a page. The blue line underneath the tab name indicates what tab the user is currently on.
6 Save as a View
Saves the parameters for a report, to be run again at a later time.
7 Run Report Executes the current report.
8 Report List Contains all existing reports alphabetically.
Overview - Reports Page
1.1 Report Overview Report User Guide
There are a variety of pre-designed operational and performance related reports to choose from. By selecting a report name you can edit the fields to refine your report.
l Operational reports help you confirm that accurate data has been collected, which further ensures that quality data is captured for assessing project performance on your dashboards.
Rather than always creating tabular reports, you can find information and react quicker when operational data is presented as exceptions
l Performance reporting allows stakeholders to monitor key performance indicators (KPIs), which measure the overall health of the organization in terms of finance, productivity, and risk. The data appears in non-real time. Performance reporting requires data to be captured at a point in time that gives you accurate and relevant information for making decisions.
1.2 REPORTS TAB
From the reports tab, you can access all reports, search through the report titles using the scrolling bar, or search for a particular report by using the Search box.
1.2.1 Report Security
To access reports, you must be part of a role with one or more permissions listed below. Each
dashboard and report is pre-assigned to one of these permissions, which lets you run dashboards and reports tagged with the same permission assigned to one of their roles.
l Field office = operations
l Front office = project controls and finance
l Job site = inspections
l Back office = executive level
Within Suite Administration, the following permissions control the reports, based on functional area.
1.2 Reports Tab Report User Guide
1.3 TYPES OF REPORTS
Each report has special permissions and since reports are categorized in functional areas that permissions are linked to, you may not have access to certain ones.
Below is a sampling of reports you might find of value:
Report Description
Allowance Report This report for InEight Contract gives insight into total allowance by allowance category that is based on the current value of an issue.
Buyout review The Buyout review report provides the you a listing of bid packages by discipline, vendor, and account code to help the you to quickly analyze what contracts still have contingency escalation and unawarded scope remaining. It will calculate base budget and G/L and provide forecast calculations based upon any potential and current change orders and the status of the buyout associated with those contracts. The report displays bid package information grouped by bid package type along with original values, potential changes and forecast amounts. Utilizing this report will help you to stay on time with presenting contracts to vendors in-order to keep material costs and staff on budget and on time.
Change order summary
Printable list of change orders by status and change type (e.g. budget move, contract adjustment, etc.). Shows total budget $ adjustment, budget Mh adjustment, and contract $ adjustment.
Commodity curves The Commodity curves report presents a condensed view of
commodity quantities planned, claimed and forecasted over a time period, with current and baseline schedule. For each project, and for each commodity, a weekly forecast schedule is pre-defined and loaded. The line graph displays the cumulative quantities over the time period. Construction complete, Quality complete and Turnover complete lines are plotted based on the completion of claiming
scheme steps with respective rule types, whereas baseline and current line curves are plotted based on the chosen baseline budget and forecast schedule percentage. The column chart displays planned and claimed quantities for each week. By comparing actual quantities with
Report Description
scheduled quantities, you will be able to track whether the project is ahead or behind the schedule.
Construction progress summary
This report provides you with a report of the hours used by discipline for a selected project for a selected period, and to date. It provides, planned, actual and earned information as well as performance factor information for comparison. This report is used to monitor the health of the project and provide a quick snapshot of the progress of a project and the performance factor by discipline for the period selected, to date and over the past five weeks.
Crew communicator Shows the daily plan. Includes tasks, employees, equipment, quantities, and hours. Also, shows Safety/Quality/Environmental concerns and notes.
Crew communicator summary
Shows upcoming plans with cost vs. budget information (quantities, hours, and dollars), including the planned gain or loss.
Crew performance Shows actual cost vs. budget (quantities, hours, and costs)
performance by crew for the prior day (with the ability to select a range of dates).
Daily cost performance
Measures actual, earned, and gain/loss of man hours by task (WBS);
typically used to monitor daily performance, but any date range up to the prior day may be selected.
Daily plan review A ready-made, consumable report shows a detailed view of what happened on the job site that you can present to clients and owners.
Delivery status
The Delivery status report presents a snapshot of all deliverables that are being supplied by vendors across all contracts within a project. The report shows the current delivery schedule for deliverables (goods &
supplies) and submittals (drawings & specifications). Liquidated
damages (LD), which is compensation for late delivery, may be defined for each deliverable and submittals per day not to exceed a set percent of total contract value or a set amount. Additionally, the report
calculates the contractual days late for delivery, accrued liquidated damages, and displays back charges associated with the deliverable.
Utilizing the information provided by the report, you can proactively act on deliverables that could be delivered late by vendors and can
1.3 Types of Reports Report User Guide
assess impact and damages caused by the late delivery.
Earned values This report is utilizes data from Control, and data is imported
manually. The Earned Value report sources data from Control as well as data entered into the new data import tool. The earned value report will track Actuals, Baseline, Forecasted, Current Budget, and Current Estimate cost and Man Hours over time.
Employee hours
This report is designed to provide end users, (Approver 1, Approver 2, Executer, Business Manager, Contract Admin, Project Management, District Legal and Compliance Managers, Payroll, etc.) the ability to view the current status and history of any employee project hours. This is a Time usage report that shows a record of hours planned and usage toward the project selected. To produce documentation as a historical record of time entry that happened on a project, broken down by daily plan Planned, Approved and Actual hours.
Equipment hours (for ERP)
This report allows you to see the equipment hours by piece and the reason codes of the equipment. This report is used primarily to help in the integration of equipment with an ERP system.
Forecast health
This report provides warnings about your cost items related to forecast, actuals, productivity, and account code assignments. This report also considers the project settings for calculating percent complete.
InEight Compliance All Tasks
Similar to the InEight Compliance General Forms report. However, this report allows you to see information at the task level. This report allows you to select a specific task or many tasks, and then filter the results by date, status, title, ID, and state.
Installed quantity
Shows the quantities claimed per claiming step of a component and task, and provides a final post-conversion installed quantity. This is done by taking the quantity of each claiming step against a pre- determined weighing percentage to determine an installed quantity.
These are then summed up to the component level to show component install quantity, then all component quantities are summed to show the task’s installed quantity.
Issue log - client summary
The Issue log client summary provides a breakdown of the Issue ID
Report Description
and PCO ID when it has been created. It gives you the ability to
identify the issue status and the current owner or “ball in court” status and client notification dates and dates of transactions. The report provides you the ability to track the issue status, client
communication, pricing status, dates communicated with client, and displays the most recent note associated with the issue.
Issue log - issue summary
The Issue log issue summary give you the ability to review and identify active issues that are still in process, what the current status is and next steps. It provides you an issue description, issue start date, number of days aged, who submitted the issue and who the field contact. It provides details on if the schedule is impacted, if it has been communicated with the client, and work plan, WBS details, as well as any pricing status, value type, current value, proposal status and recent notes.
Issue log - pricing
The Issue log pricing report provides the pricing details for an issue, the current status of the pricing details, and vendor information allowing you to quickly identify the current status of an issues pricing changes or modifications. A bevy of filters allow you to select
individual issues or the ability to group issues and pricing statuses. Not all filters are required, allowing you to generate an output including all issues for a particular Project.
Issues by Vendor
The items shown in this report for InEight Contract include contract, vendor change order, vendor notes, PCO and CCO information by vendor, allowance category, and primary detail on issues.
IWP planning forecast Shows cumulative curves, weekly or monthly bars of IWPs your
project has planned, and what gets passed to the field. The report can be used to help you understand your planning capacity.
Man hour curves
The Man hour curve report displays an aggregated column and line graph of selected discipline groups and directs within a specified time period for a single project. For each discipline group – which is a logical grouping of disciplines, a baseline and current forecast schedule of man hours is pre-defined and loaded for the duration of the project on a weekly basis. Directs are account codes for which the cost incurred can be attributed directly. The column chart displays planned, earned
1.3 Types of Reports Report User Guide
and actual/forecast man hours for that particular week. The line chart displays cumulative man hours spent up to that week. Other reference curves are plotted based on the selection of Original Budget (OB), Current Budget (CB), and Current Estimate (CE). The curves help to compare man hours spent with forecasted man hours for week-on- week and for the total project duration. Timely intervention can be made based on the information derived from the curves.
Package progress This report evaluates the progress of your work packages or turnover packages. It uses a color scale to indicate the claiming progress per package and also allows you to show and group the time frame by year, quarter, month, week or day.
Plan history For each plan, the Plan history report shows hours by employee and equipment as well quantities by WBS over your selected date range.
Plan status Provides a complete list of all plans for a selected project for a selected date range and their related status for a given day. It provides details and dates for status changes, information about the approvers. The sub-report provides you with the employee hours for the provided plans. This allows approvers and project managers the ability to quickly monitor the status of plans for approval and review employee hours for a given plan.
Project cost summary
Gives project managers a way to assess the project health by comparing budget, actual, and forecast (costs and hours) for a date range as well as job to date. The report is summarized one row per cost item for a selected project.
Project productivity Compares actual units per hour vs. estimated units per hour so that project managers can assess labor performance. The report shows one line per cost item for a selected project.
Procurement status
The Procurement status report tracks the status and vital dates of bid packages within a project. Each bid package, which is a scope of work, goes through a list of milestones before it is delivered by the vendor. A project may utilize all or a subset of milestones defined for an
organization. The report displays bid package information grouped by bid package type along with original start date, forecast start date, and completion date of each milestone. By looking at the dates, the
Report Description
contract administrator can ascertain when a bid package is needed and where exactly it is in the process of delivery so that a corrective action can be taken to ensure timely delivery, if necessary.
Procurement status look ahead
The Procurement status look ahead report depicts the next phase (milestone) the selected bid packages are going through within a project. It provides a detail of a bid package, grouped by milestones and bid package types, and a glance of days in future when
original/forecasted start date will begin. Float shows the number of days between needed by date and forecast start date. Negative forecast start days remaining signifies a delay in start and negative float signifies the delivery of the bid package is past due. Both could potentially impact the project schedule. It is crucial to understand the root cause of the delays and to take corrective action to mitigate issues affecting the bid package delivery.
Quantity detail by work plan
The Quantity details by work plan report provides a summarized view of overall health of work plans along with the associated work plan structure items. The aggregated data provides total quantities and the percentage of work complete for each line item.
Subscription status by users Allows organizations to audit the InEight cloud platform for inactive users who still have active subscriptions being sent to them. With required permissions, after identifying an inactive owner, you can change the owner to yourself and update or delete the subscription as needed.
Time phased cost curves Using InEight Control’s time phased forecasting capabilities, this report lets you see time phased cost curves for actuals and budget.
Vendor change order log The Vendor change order log report aggregates all change orders submitted and executed by a vendor across all contracts within a project. The report provides details on the scope of change order, current status and associated costs for executing the change order. It also lists out the change order effective date, expiration date,
reference number to engineering/material change, affected WBS phase codes, and the actual change order number between the joint venture and the client. The report helps in communicating with clients about potential changes and analyzing costs related to changes that
1.3 Types of Reports Report User Guide
ultimately affect gain/loss of an organization.
Weekly progress This report utilizes imported schedule data and shows what your next week will look like in terms of earned and actuals from Control.
Work plan package The Work plan/package report allows you as an authorized user, to view the details of a work plan/package on a spreadsheet. The objective of the report is to facilitate exporting all work plan/package data to a spreadsheet so that you can make further manipulations to the data, such as sorting, filtering, analyzing, creating pivot tables, etc.
The same document can then be used in managing and communicating with crews.
Lesson 1 Review
1. To find the report you need, you can do which of the following on the Reports page?
(Select all that apply)
a. Search for the report in the Search bar on the left side bar b. Run a query
c. Scroll through the report list on the left side bar and select the report d. Select the report from the Settings tab
2. Report Security is set for the organization and projects for which you have access in Suite Administration > Roles and Permissions > Reporting.
a. True b. False
3. You may not see certain reports depending on which permissions you’ve been given..
a. True b. False
Lesson 1 Summary
As a result of this lesson, you can:
l Describe how reports are organized in InEight Report
l Explain how report security works
l Describe the types of reports available in InEight Report
Lesson 1 Review Report User Guide
SETUP
Lesson Duration: 30 minutes Lesson Objectives
After completing this lesson, you will be able to:
l Navigate the Report module
l Set up and run reports with job specific parameters
l Set up and manage report subscriptions
Lesson Topics
2.1 Report Setup 23
2.1.1 Parameters 23
2.1.2 Run a Report 24
2.2 Report Execution tab 26
2.2.1 Parameter Pane 27
2.2.2 Report Page Control 27
2.2.3 Zoom 28
2.2.4 Export 29
2.2.5 Search 29
2.2.6 Report Information 29
2.3 My Views Tab 30
2.3.1 Overview - My Views Page options 31
2.4 Subscriptions Tab 33
2.4.2 Modifying a Subscription 38
2.4.3 Subscription Status By User 40
2.5 Settings Tab 43
2.5.1 Tags 44
2.5.2 View Reports using a Tag 47
2.6 Schedules Tab 48
2.6.1 Importing Schedule Files 49
2.6.2 Updating Schedules 54
2.7 Documentation Tab 56
2.7.1 Access Report Definitions 57
2.7.2 Navigate the Documentation tab 59
Lesson 2 Review 60
Lesson 2 Summary 60
Report User Guide
This section covers the initial setup required for reporting.
2.1.1 Parameters
When running a report for the first time, parameters are embedded within the application for data selection and filtering. If there is already a project selected in the Mega Menu prior to going to the reporting screen, this will be the default value in the “Project” parameter and you will not be able to change this in the parameter section of the screen, but you can modify the selection in the header portion of the reporting screen. If a project has not been selected, you can select the project in the project drop-down list.
When a report is selected, parameters appear which contain values. These values are drawn from the job itself. What automatically populates in the parameters is considered the default state of the report. Parameters and parameter values will change depending on the report selected.
If you want to see all the values for each parameter, click select all and then remove or place a check mark next to the item.
After selecting all the parameters, click Run report; if there are any errors in the filters, they will be highlighted in red and a red box will appear indicating “There are no records to display based on the selected parameters”. Fix the parameter issues and re-select Run report.
2.1.2 Run a Report
The following steps will walk you through selecting a report to run, defining report parameters, and running the report.
2.1 Step by Step 1 — Run a Report
1. Navigate to Report, and then type Installed in the Search bar.
2. Select the Installed quantity report.
l Once a report from the list is selected, the report title and report parameters will display to the right of the report list
2.1 Report Setup Report User Guide
l This is where the user fills out all report parameters. Depending on the report selected, different parameters will be available
l For the Installed Quantity report the user can select project, task, and specify a date range 3. Fill out the parameters.
l Once the parameters are filled out, you can save the report as a view or run the report 4. Click Run Report.
l The report will initiate and open up in a new tab
Make sure to allow pop-ups in your web browser, or the report you are trying to run will get blocked by your web browser.
2.2 REPORT EXECUTION TAB
After the initial execution, a new tab appears with the SSRS report. All reports come with a standard pane of functionality to perform certain actions on the executed report. The report will appear in a separate window so that you can toggle back to the original report parameters. Every report which is run will generate its own tab. This will give you the flexibility to go back to the original settings and run additional reports without affecting any report that has been run.
2.2 Report Execution tab Report User Guide
2.2.1 Parameter Pane
The Parameter Pane is used to control the filters to display on the report. Any time after a report is run, you can change the parameters and run the report again with the new changes. Click the View Report button to refresh the screen with the new data.
2.2.2 Report Page Control
Executed reports can generate multiple pages to view. The page controls help you to navigate through your report. These controls are located above your executed report.
Title Description
1 Go to beginning Navigate to first page.
2 Back Move back, jump to a specific page, move forward.
Title Description
3 End Go to end of document.
4 Refresh Refreshes the report and brings in any new data based on refresh cycle of report.
5 Back one level If on a sub or child report, returns to the parent main report.
6 Save Saves report in a variety of formats.
7 Print Creates a PDF version of your report.
8 Minimize / maximize
Used to hide the parameters and make the report results fill the entire web page.
2.2.3 Zoom
Allows you to zoom in or zoom out in the report for your ease of legibility.
2.2 Report Execution tab Report User Guide
Allows you to export the report into several different formats, including Excel, Word and PDF. This is configurable through SSRS. Depending on the report, not all options will always be available.
2.2.5 Search
The built-in search bar allows you to key in values to search for the content in the report values. Next will take you through the found results throughout the entire report.
2.2.6 Report Information
Most reports provide report information that provides definitions for the columns used in a report.
From the Documentation tab, select the Download multiple hyperlink. Search for and select report(s), then download.
After pulling up the PDF report, the Report Information is available to view, save or print.
2.3 MY VIEWS TAB
If a particular report with certain parameters needs to be repeated frequently, it can be saved as a view. This allows a report with specific parameters to be saved for future use.
Switching back to the My Views page shows any saved views you have created. From here you can run a report from a saved view, rename the view, delete the view, or edit the report views from the screen.
2.3 My Views Tab Report User Guide
Title Description
1 My Views The My Views tab displays the views information.
2 Remove View Remove View allows a saved view to be deleted.
3 Run Report Pressing this button runs a report with the saved view parameters.
4 Save If parameters of a saved view are changed you can save the changes.
Overview - My Views Page
'Use default’ check boxes have been added to all applicable parameters. These default options will only be applied to the view when it is run as a subscription.
The following steps walk you through how to initially save a view.
2.3 Step by Step 1 — Save as a View
1. From the Reports page, open a report you accessed, in this case Installed Quantity.
2. Select the report parameters according to your needs, then click the Save as a View button.
l A pop-up window opens asking for a name for the view
3. You can either save the view or click Save and go to views, which opens the Views page. Enter a name, and then click Save and go to views.
4. Click the My Views tab to see your saved views.
l From the My Views tab you can now select from saved views on the left side of the screen
l You can edit the parameters and preferences for any view. Preferences include Language, date offsets, and number and date formats
l The date offset in the Preferences on the views page will allow you to edit the interval for which the report runs, as this applies to any subscriptions you may assign the view to
2.3 My Views Tab Report User Guide
l You can edit a view by changing the drop-down options. Make sure to click Save, which opens a dialog box providing you another option to consider if saving the changes is what you want to do
2.4 SUBSCRIPTIONS TAB
InEight Report allows you to subscribe users to different reports saved as views for them to receive directly via email on a scheduled basis.
You must have a saved view to create a subscription.
Select the Use Default check box in the views page if you want the dates to roll forward each week with your subscription. It also makes sure that as new items are added to parameters like “Executors” when "Select All" is selected, they become part of the selection as they appear over time, so you will receive this data in your subscription.
2.4.1 Subscribing to a Report
2.4 Step by Step 1 — Subscribe to a Report
1. In Report, click Subscriptions.
2. On the left menu, select the Add subscription button.
3. On the Add subscription wizard, perform the following steps:
a. In the Name field, type Installed Quantity.
b. In the Description field, type Installed Quantity Subscription.
c. In the Recipient email addresses field, enter the email addresses of the recipients you want the report to go to.
l As you start typing, a list shows with the matching addresses d. Click Next.
2.4 Subscriptions Tab Report User Guide
4. On the Schedule of the Add subscription wizard, perform the following steps to schedule a weekly subscription:
a. In the Frequency field, select Weekly.
b. In the Repeat every field, select 1 week.
c. For the Repeat On field, select Saturday.
d. For the Run time (local), select 9:00 AM.
e. Select the start date for the subscription. If applicable, select the end date for the subscription.
f. Click Next.
l On the Frequency drop-down list, you can select Daily, Weekly, or Monthly. Subsequent selections will vary slightly to accommodate your frequency selection
5. On the Add subscription - Views wizard, perform the following steps:
2.4 Subscriptions Tab Report User Guide
a. Click the down arrow and select the views you want to include.
b. Click the Add additional views link to add the new view, if desired.
c. Under File type, click the drop-down arrow to select the format you want the report to be sent in; in this case select PDF.
d. Click Finish.
6. Click on the Subscriptions tab.
l Your created subscriptions now show up in the Subscriptions tab if you set them up using your email
l They also appear in the My Views tab at the bottom of the page when you have a view selected
2.4.2 Modifying a Subscription
Existing subscriptions can be searched for and inactivated, the owner can be changed if the current owner no longer needs it or the Subscription can be deleted altogether.
If you no longer need to send out a report via subscription, but might need it later, you can remove the subscription, known as “inactivating” the subscription. This is also helpful if you are setting up
anticipated subscriptions for a project that may not be starting for a few weeks/months.
The following steps walk you through how to inactivate a subscription.
2.4 Step by Step 2 — Inactivate a Subscription
1. From the Reports page, select the Subscriptions tab.
2. On the Subscriptions tab, check the box for the subscription you want to inactivate.
3. On the left toolbar, click the Edit button.
l Note that the Delete subscription icon will delete the subscription altogether
4. On the Overview tab of the resulting Edit Subscription window, check the box for Inactivate this subscription, and then click Save.
2.4 Subscriptions Tab Report User Guide
2.4 Step by Step 3 — Modify a Subscription
1. From the Report > Subscriptions tab, using the Filter function either filter by Owner or Active/Inactive to locate the desired subscription.
2. After you located it, click the check box for that subscription on the far left side of the screen, and press the Edit Subscription icon to view the report.
3. If there are others in the Recipient email addresses field that do need the subscription, though you don’t:
l Delete your email from the Recipient email addresses field, keeping or adding other names
l Change another name to the Owner of the report
l Click Save
4. At any time you can view the Inactive subscriptions by clicking the Active/inActive column filter, selecting the Inactive option, and then clicking Filter.
5. You can also delete the subscription altogether by fist selecting the subscription name, and then selecting the Delete icon.
2.4.3 Subscription Status By User
If you are receiving daily, weekly, or monthly reports you no longer need, you can easily rectify that. By running the Subscription Status By Users report, it’s easy to identify reports you no longer need as shown below.
2.4 Step by Step 4 — View Subscription Status By User
2.4 Subscriptions Tab Report User Guide
1. From the Reports tab, select the Subscription Status by User report.
2. If trying to locate individuals who are Inactive, but still have reports coming to them, select User Status of Inactive and Subscription Status as Active. Keep remaining fields in their default state.
3. Or, if you know the person’s name, select that person’s name from the User drop-down list.
4. The report shows the users' email addresses, Subscription ID and most importantly the Subscription Name
5. Click Subscriptions.
6. Using the Search icon, type the desired Subscription name, weekly hours in this case.
7. Select the subscription box icon, and then click the Edit icon.
You could:
l Add, change or delete email addresses for a subscription
l Change the name of the owner
2.4 Subscriptions Tab Report User Guide
l Inactivate the subscription
8. Click Save.
2.5 SETTINGS TAB
The Settings tab allows you to modify systemic settings for Report.
In the Report Visibility tab all reports are shown along with modification information. A view can also be hidden by changing the toggle position to negative. Report Visibility is done at an Org Admin level and applies to the whole organization. The report visibility list also can be exported to CSV file.
2.5.1 Tags
Customized tags can be created to quickly identify or group certain reports that have the same attached tag.
By clicking Settings > Tags, you are able to view all tags you’ve created. Tags can then be attached to individuals' reports for easy sorting and filtering.
Creating custom tags are a useful way to quickly identify or group certain reports that have the same attached tag.
2.5 Settings Tab Report User Guide
l For example, by product name, by timeframe (month end, yearly or each Friday), or perhaps to identify a report you need to show management
2.5 Step by Step 1 — Create A Tag
1. From the Reports tab, type Daily Plan Summary into the Search box.
2. Select the Daily Plan Summary option.
l Initially, there are no tags identified, nor attached to this Daily Plan Summary report. You can tell this because when clicking Add tags there are no tags listed
3. To create a custom tag, click Manage tags, which takes you to Settings.
4. Click the Plus icon to add a tag. Type in the tag name, then a Description. Continue adding tags if desired.
5. When complete, click Save.
6. Back on the Reports tab, select as many tags as desired, and then click Done.
2.5 Step by Step 2 — Add a Tag
1. Click the Reports tab to return back to the Daily Plan Summary report.
l Now when you click Add tags, a list of available custom tags is available to be selected from.
2. Select both Daily Plan Summary and Weekly Report, and then press Done.
2.5 Settings Tab Report User Guide
l Those tags will now be shown:
3. Type the word Weekly in the search bar.
l Now only those reports having the Weekly tag will appear
Another method to personalize your report generation is by identifying certain reports as a favorite. Hover over and select the Favorites icon for the Daily Plan Summary report for future easy access.
4. Click the down carrot arrow to access the list of Favorites by simply removing the check mark from All. The resulting list shows only the Favorites, including Daily Plan Summary.
2.5.2 View Reports using a Tag
To view reports associated with a particular tag, from Settings > Tags, click a tag, and then the
This shows the reports associated to the task, as well as the date the tag was created.
2.6 SCHEDULES TAB
The Scheduling Import tool in InEight Report provides a way to integrate schedule data with other InEight application data. The following reports in Report will consume this data:
l Construction Progress Summary
l Manhour Curves
l Commodity Curves
l Earned Values
The Schedules tab contains a log of all schedules you have access to see.
2.6 Schedules Tab Report User Guide
2.6 Step by Step 1 — Import Existing Schedule File
1. From Report > Schedules tab, select the Import icon.
2. If importing a P6 file (or any other schedule in the specified format), select Import from.csv.
P6 = Primavera, an Oracle-based scheduling tool used to create an manage schedules.
3. From the pop-up window, drag and drop the file you want to import, or browse to and select the file from there.
You can also select Download import template if you want to use a .csv file and fill in the information yourself.
4. After the file is selected, click Next.
5. The next steps require you to fill in the metadata about this upload. From the Project drop-down list , select a project.
6. From the Data type/group drop-down list, select a value. Options include account code, commodity, CBS tag, discipline, etc.
2.6 Schedules Tab Report User Guide
7. From the Report type drop-down list, select a value, where the options are Baseline and Progress
8. Click Next.
2.6 Schedules Tab Report User Guide
9. On the data editing/validation screen, review the data, and then click the Validate button.
If there is an error in your file, the cell with the error will highlight red.
10. After the file is validated and any errors corrected, click the Finish button.
l After your import finishes successfully, you will be redirected back to the Schedules tab
2.6.2 Updating Schedules
After a schedule has been imported, it can also be updated in the application without having to make changes locally in the .csv file then re-uploading. This process will create a new record in the import log.
Clicking Import > Blank Worksheet brings up an empty Import Schedule.
2.6 Schedules Tab Report User Guide
1. Within the Schedules tab, select the schedule you want to update by clicking on the corresponding check box on the left-hand side.
2. Click the Create from selected button.
3. A pop-up box asks you if you want to create a new schedule item from the selected record.
Select Continue.
4. You will then be directed to the metadata and data entry/validation screens as outlined in the previous section of this document.
You may edit a previous schedule and it will automatically save as the latest version, with previous data saved in the database.
Reports will only reflect the most recent import for each import type [Baseline/Progress, and Account Code/Commodity/Discipline Group].
2.7 DOCUMENTATION TAB
The sole purpose of the Documentation tab is to provide report definition documents within the InEight Report application, without having to first enter a given report.
2.7 Documentation Tab Report User Guide
2.7.1 Access Report Definitions
To locate a report, use the scroll bar or the Search function to navigate the Report Documentation list.
After a report is selected, it will appear in the main window. The top of each report gives on
overarching definition, or description, of the report. Below that will be the various terms used within the report, along with their corresponding definitions. This document also gives the source of the data and any calculations used to create the columns.
The left-hand column gives the term or acronym being described, with the Definition following. In some cases, grouping and Parent column information will also be present.
Parent columns are only in documents of reports that have grouping at the row or column level. Not all RDD documents will contain this "parent" column.
Alternatively, you can directly download one or more Report documents using the Download multiple button.
2.7 Step by Step 1 — Download Multiple Documents
1. Within the Documentation tab, click the Download Multiple icon.
2. On the pop-up dialog box that appears, click on one or more report documentation names.
3. Click the Transfer To icon in the center between the two columns.
l The selected report documentation documents move to the right column 4. Click the Download button.
5. Click the resulting ZIP file.
6. Click on each PDF or Extract All if desired.
2.7 Documentation Tab Report User Guide
However, if you are only downloading one document, it will download as a single PDF file.
2.7.2 Navigate the Documentation tab
Navigation through the Documentation tab can be accomplished in the following manner:
Definition
1 If more than one page is shown, additional jump left, right beginning and end buttons become operational
2 Zoom in and out is available, as well as a variety of pre-defined widths 3 Enable selection and enable panning
4 Search, download and print
Lesson 2 Review
1. Which types of formats are you able to export from report?
a. PDF b. Excel c. CSV d. HTML e. TIFF
f. All of the above
2. Where would I find report column definitions? (Check all that apply) a. In the Subscriptions tab
b. In the Documentation tab c. In the report settings
d. By clicking on the Information icon within the report
3. How do you inactivate a subscription to a report?
a. Check the box next to the subscription, and it will be canceled b. Edit the subscription and check the inactivate report button c. Change the owner to “Cancel Report User”
d. Respond to the emailed subscription: “Cancel”
4. To sign users up for subscriptions, you will need to know their __________.
a. Email
b. Employee number c. Social security number d. All of the above
Lesson 2 Summary
As a result of this lesson, you can:
Lesson 2 Review Report User Guide
l Set up and run reports with job specific parameters
l Set up and manage report subscriptions
