Shortcut reports filter report results for any URL shortcuts you have created in Project Insight. These shortcuts can be attached to projects, tasks, in the document folders, etc.
Create a Shortcut Report
In the Reports home of Project Insight, Shortcut Report is the first option under Shortcut reports:
Click the Create Shortcut Report button to get started.
Display & Filter Options
Filter for the desire Shortcut results
Like all reports in Project Insight, you first narrow down which types of shortcuts you want to see from the following filtering criteria:
- Keywords search looks for item names for a quick search using the same parameters as the Advanced Search but filtered to shortcut items only
- Date Range Options filter out shortcuts that fall within certain date ranges
What information do you want to know about those shortcuts?
The next set of options asks which data fields are important to you.
Charting will add up to four charts to display line graphs, bar charts, or pie charts.
Group By / Sub Total Options sort order, roll-up information, and organize your results.
Using the Columns tutorial is already in the Page Display Options article, but these columns are every possible reportable field in Project Insight. Some are entered by the user and others are calculated.
When you're finished, run the report to see the results:
If using Group Bys, use the triangle carats to expand and collapse according to your Group By selections.
Quick Tip: Use the Tools icon to expand/collapse rows all at once:
Save, Share & Schedule
Continue reading the following articles for using the options at the bottom of ALL reports: