Generic Reports

The BrightWork Gallery is where the reports supplied with BrightWork Reporter are stored.

The generic reports available in the BrightWork Server Gallery include:

Report Name

Description

All Contacts

Displays all items in the Contacts list

All Custom Items

Displays all list items in the Custom List

All Documents

Displays all the documents stored in Document Libraries

All Events

Displays all items in the Events list

All Issues

Displays all items in the BrightWork Project Issues list and the SharePoint Issue Tracking list

All Links

Displays all items in the Links list

All Metrics

This report displays all metrics from the BrightWork Project Metrics list.

All Pictures

Displays all items added to Picture Libraries

All Tasks

Displays all items in the BrightWork Projects Tasks list, all work items in the Project Schedule list and all items in the SharePoint Tasks and Project Tasks lists

Announcements

Displays all items in the Announcements list with either:

  • No expiry date

  • An expiry date after or equal to today

Documents Assigned To Me

Displays all the documents and BrightWork deliverables  stored in Document Libraries assigned to the logged in user.

Note:

This report also allows filtering by Assigned To.

In a non-BrightWork document library, Assignee = Editor.

Documents Owned By Me

Displays all the documents and BrightWork deliverables  stored in Document Libraries owned by the logged in user.

Note:

This report also allows filtering by Owner.

In a non-BrightWork document library, Owner = Editor.

Metrics Active

This report displays active metrics from the BrightWork Project Metrics list.

Metrics Active and Show Indicators

This report displays active metrics that are also showing an indicator icon from the BrightWork Project Metrics list.

My Documents

Displays all the documents and BrightWork deliverables  stored in Document Libraries assigned to or owned by the logged in user.

Note:

This report also allows filtering by Username.

In a non-BrightWork document library, Assignee = Editor and Owner = Author.

My Open Work Due Soon

Displays the logged in user's work items due in 7 days.

Note:

This report also allows filtering by:

  • Username

  • Date due

My Overdue Work (Legacy)

Displays the logged in user's work items with a Date Due of less than Today.

Note:

This report also allows filtering by Username.

My Project Detail (Gantt)

Displays items from certain lists in a Gantt type report. The information displayed includes:

  • Title

  • Unique Reference

  • Start Date

  • End Date or Date Due

  • % Complete

The lists reported on include:

  • Projects Statement
    Where the logged in user is the owner in the Project Statement

  • Project Milestones
    Where the logged in user is the item owner

  • Project Phase
    Where the logged in user is the item owner

  • Project Deliverable
    Where the logged in user is the item owner or assignee

  • Project Tasks
    Where the logged in user is the item owner or assignee

My Tasks

Displays all items owned by or assigned to the logged in user, in the BrightWork Projects Tasks list, all work items in the Project Schedule list, and all items in the SharePoint Tasks and Project Tasks lists.

Note:

This report also allows filtering by Username.

My Work

Displays all the open work items owned by or assigned to the logged in user.

Note:

This report also allows filtering by Username.

Open Work (Legacy)

Displays all open work items.

Open Work Due Soon

Displays the open work items due in 7 days.

Note:

This report also allows filtering by Date due.

Open Work Due Soon Assigned To Me

Displays the open work items due in 7 days assigned to the logged in user.

Note:

This report also allows filtering by:

  • Assignee

  • Date due

Open Work Due Soon Owned By Me

Displays the open work items due in 7 days owned by the logged in user.

Note:

This report also allows filtering by:

  • Owner

  • Date due

Open Work Unassigned

Displays all the open work items that do not have an assignee.

Overdue Work (Legacy)

Displays the open work items with a due date of less than today.

Overdue Work Assigned To Me

Displays the open work items due in 7 days assigned to the logged in user.

Overdue Work Owned By Me

Displays the open work items owned by the logged in user, with a due date of less than today.

Note:

This report also allows filtering by Owner.

Project Detail (Gantt)

Displays items from certain lists in a Gantt type report. The information displayed includes:

  • Title

  • Unique Reference

  • Start Date

  • End Date or Date Due

  • % Complete

The lists reported on include:

  • Projects Statement

  • Project Milestones

  • Project Phase

  • Project Deliverable

  • Project Tasks

Project Detail By Date (Gantt)

Displays items from certain lists in a Gantt type report where the End Date or Date Due is Today plus 21 days. The information displayed includes:

  • Title

  • Unique Reference

  • Start Date

  • End Date or Date Due

  • % Complete

The lists reported on include:

  • Projects Statement

  • Project Milestones

  • Project Phase

  • Project Deliverable

  • Project Tasks

Note:

This also allows filtering by:

  • Date From

  • Date To

This will only return items where the Date Due or End Date falls within the selected range.

Project Details Assigned To Me (Gantt)

Displays items, assigned to the logged in user, from certain lists in a Gantt type report. The information displayed includes:

  • Title

  • Unique Reference

  • Start Date

  • End Date or Date Due

  • % Complete

The lists reported on include:

  • Projects Statement

  • Project Milestones

  • Project Phase

  • Project Deliverable

  • Project Tasks

Project Details Owned By Me (Gantt)

Displays items, owned by the logged in user, from certain lists in a Gantt type report. The information displayed includes:

  • Title

  • Unique Reference

  • Start Date

  • End Date or Date Due

  • % Complete

The lists reported on include:

  • Projects Statement

  • Project Milestones

  • Project Phase

  • Project Deliverable

  • Project Tasks

Project List

Displays project summary data from the Project Statement and Projects Tracker lists.

Project Schedule Information

Displays project summary data from the Project Statement list and the Project Schedule list.

Project Schedule Tasks Chart

This report compares the Actual Work and Planned Work of all Project Schedule Tasks in a bar chart.

Project Schedule Tasks Resource Usage

This is a Resource Usage report designed to support the Project Schedule.

Project Summary

Displays information from the Project Statement (or the Project Schedule Summary Item, if it exists) and Projects Tracker lists.

Project Summary (Gantt)

Displays information, in a Gantt style view, from the Project Statement (or the Project Schedule Summary Item, if it exists) and Projects Tracker lists.

SharePoint (Tasks)

Displays list items in the below lists:

  • WSS Tasks

  • WSS Projects Tasks

Note:

This also allows filtering by one or two status values.

Tasks Assigned To Me

Displays all the list items assigned to the logged in user in the below lists:

  • BrightWork Project Tasks list

  • Project Schedule Tasks

Note:

This also allows filtering by Username.

Tasks Owned By Me

Displays all the list items owned by the logged in user in the below lists:

  • BrightWork Project Tasks list

  • Project Schedule Tasks

Note:

This also allows filtering by Username.

Work Assigned To Me

Displays work items assigned to the logged in user

Note:

This also allows filtering by Username.

Work Owned By Me

Displays the work items owned by the logged in user.

Note:

This report also allows filtering by Username.

 

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