Create Custom Reports with BrightWork Reporter

Get more insights into your projects and portfolios.

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BrightWork Reporter Features


Report on multiple sites in a hierarchy
In One Place


Create custom Portfolio Reports across
Multiple Site Collections


Share reports on a schedule or an ad-hoc basis with
Automated Emails

Chart, Gantt, List Item, and Resource Usage Reports.


Build configured shared reports for your 
Teams and Stakeholders

Filter, Sort, Group, Add Totals, and Group Columns.

BrightWork Reporter Features

Report on multiple sites and lists in a site hierarchy in one place.

Create personal reports for your reporting needs.

Chart, Gantt, List Item, and Resource Usage Reports.

Create custom Portfolio Reports across multiple site collections.

Build shared reports for your team and stakeholders.

Share reports by email on a schedule or an ad-hoc basis.

Filter, Sort, Group, Add Totals, and Group Columns.

BrightWork Reporter Configuration Options

Filter Data

Filtering reduces project information to key items you need to see, for example, ‘current projects by project manager’.

The filter is very similar to a SharePoint list view filter.

Sort Data

Sorting data alphabetically, numerically, or chronologically is available in the List Item and Resource Reports.

Grouping

Various options are available to group information together in a logical way for a project.

Display the resulting information as ‘Collapsed’ or ‘Expanded’.

Add Totals

BrightWork Reporter performs the same totaling functions as a standard SharePoint view.

The display options depend on the column, for example, use ‘Minimum’ for numbers and currency.

Columns

Re-arrange the order of columns in a report.

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