This User Guide is designed to achieve flexible reporting that allows you to analyze your data anywhere – in-app, via a BI tool, in Office Suite, or even printable reports.
Go to My Plans Page for Summary View
- Choose desired portfolio to be taken to the ‘My Plans’ page.
- You will see the ‘My Plans’ page and ‘Summary’ tab on this page.
Export Data on Projects or Budgets View
- Once you are on the ‘My Plans’ page, click on ‘All Projects’ or ‘Budgets’ to view data that can be exported.
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From the ‘All Projects’ and ‘Budgets’ pages, click on the ellipses (…) tab, then click ‘Export.’
- Here you will have the option to export ‘Filtered Project/Budget & Schedule Data’ or ‘All Project/Budget & Schedule Data.’
- Here you will have the option to export ‘Filtered Project/Budget & Schedule Data’ or ‘All Project/Budget & Schedule Data.’
Integrate Data with a Business Intelligence Tool
- Business Intelligence (BI) tools are types of application software that collect and process large amounts of data from internal and external sources, such as Decision Lens!
- If this is something you are interested in, please contact your Customer Success/Account Manager and they can connect you with one of our Solutions Engineers, who will be able to guide you through the process
Next Steps
Now that you have learned about ‘Flexible Reporting’, we recommend continuing with these other Decision Lens user guides:
Portfolio Roll-Up
For unparalleled visibility of all subordinate portfolios in a single view to enable optimized spending and resource allocation across your enterprise.