Verto includes a built-in Power BI report builder, providing access to a suite of 10 ready-made Power BI reports. These reports can be used as is or customised to better suit your needs. To ensure an intuitive and user‑friendly experience, the report builder is based on a core set of Verto fields. As a result, not all data or fields in your site will be accessible through this feature.
Advice
- These supporting articles are intended to provide an overview of the Verto Power BI reporting and editing options, rather than serve as step‑by‑step instructions. They assume readers have prior knowledge of Power BI and understand how to create reports using the tool.
What is included in the Power BI report model?
The report model currently includes access to the following core controls/fields:
- Actions
- Assumptions
- Cashable Benefits
- Costs
- Decisions
- Dependencies
- Issues
- Lessons Learnt
- Opportunities
- Risks
- Savings
- Stakeholders
- Tasks & Milestones
To download a full list of the exact fields included in the report model, click ‘here’.
If you would like to report on a larger set of fields/data, we recommend using the OData API as this contains all available fields. See ‘How to access the Verto OData API’ for further details.
What is out of scope for the report model?
The following areas/data are excluded from the report builder scope:
- Governance Report data
- Change History records
- Resourcing
- Timesheets
- Performance Indicators
Who can access the Power BI reports?
All users with a Pro licence can access the 10 ready-made Power BI reports in the Reports tab. Each report is controlled by a UserID filter, ensuring users only see their own data. Pro users can also edit the standard reports to create customised versions.
Users with a Workspace licence cannot access these reports. See ‘Power BI report permissions’ for a full breakdown of permissions.