A report enables the user to extract specific data from Verto in a custom format.
There are two types of reports which can be generated from Verto - custom print templates and aggregated reports. This article takes a look at each type in more detail.
Custom print templates
Print templates can be generated by a user via Actions > Print whilst within an individual record i.e. project or health report, and are designed to replicate documents such as Business Cases, PIDs or Status Reports. Print templates do not have any changeable parameters or filters, however filters can be hardcoded into the template during the mock-up and design process. This report type can be generated in PDF or Word only.
Watch this short video to find out more:
Aggregated reports
Aggregated reports can be generated by Stage Administrators and users from the Reports area and are designed to pull in data from across multiple records i.e. programme dashboards, organisation wide RAID logs, financial data etc. These reports can have multiple changeable parameters or filters, enabling decisions to be made around which data is included at the point the report is generated.
Standard users must be given access to the report in order to run it. Report subscriptions can be set up and received via email. Aggregated reports can be generated in various formats including MS Word, PDF, Excel, PowerPoint and CSV.
Watch this short video to find out more: