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Create a report

The XTRF Platform enables you to visualize your data in the Home Portal. It helps you to present the results of your employees' work, sum up your vendors' activities, or track your clients' orders. XTRF Platform provides simple tables where you can set together your project data in one place, as well as visualize them either on simple charts or more complex ones. The default charts defined in the Home Portal are embedded from Google charts; however, the chart definition can be customized to your needs. Moreover, you can generate your data set in a user-friendly printed format or export it to a CSV file. The visualization is an easy and efficient way to tackle all activities in the Home Portal by transforming task names, start and end dates, and durations into cascading horizontal bar charts.

I. Add a report

  1. Sign in to the XTRF Home Portal.

  2. Go to the Portals module.

  3. Click the Add Report button on top of the list of reports.

    You will be directed to the Add Business Report page.

  4. Provide a name for the new report.

  5. Check the Preferred box if you want this report to appear on top of the list.

  6. From the Report Type drop-down list, select which variables you want to reflect in this report: a number, a value, or a relation between two types of data.

  7. From the Data Type drop-down list, select which data you want to reflect in this report.


  8. If you have chosen Relation in the Report Type field, a Related Data Type drop-down list appears. Select the data you want to compare to the one in the Data Type field.

  9. Click the Save button. You are directed to this report's setting page.

II. Specify the report details

In the Report Definition tab, you can specify how the data will be presented in the report:

  1. In the Categories section, select the appropriate label for your report from the drop-down list. To learn how to manage categories, see the System Values: Advanced - Categories article.

  2. In the Filter Settings: Task section, you can add filters to your report.

    1. From the drop-down list, select the filtering scope related to the report. Additional fields will appear. Note that setting fields can be different for each filter. To learn more about filters and settings, see the Reports module - Filter settings article.


    2. Select the desired settings to narrow down the data in the report.

    3. Check the Show filter on generated report to make the selected filters appear on the report.
      Note: Only the table report view will display the selected filters.

  3. In the Columns section, select which columns will be displayed on the report.


    1. From the Columns drop-down list, select the variables that will be displayed in columns.

    2. From the Label drop-down list, select the title for the columns.

    3. With the Include Missing checkbox, decide whether you want to include columns with zero values.

    4. With the Sum checkbox, decide whether you want to include an additional row displaying the total amount of a column.

    5. If the data in the column is time-related, select how it will be arranged from the Frequency Type drop-down list.

    6. From the Sort Order drop-down list, select how the data will be sorted in the table.

  4. In the Rows section, select the settings as described in Step 5.


  5. Click the Save button. Now you can generate some views of this report.


The Generate Chart button is inactive. To activate the chart view, go to the Chart Settings tab.

III. (Optional) Enable the chart view

  1. Go to the Chart Settings tab.


  2. Select the graph type of the report's chart.

  3. Click the Save button.

IV. Generate the report

  1. Scroll down to the bottom of the page.

  2. Click one of the buttons:

    • Generate to display the data in a table.


    • Generate Chart to display the data in a chart.
      Hover over the chart's elements to display additional details.


    • Generate Printer-Friendly Version to display data in a printer-friendly format.


To learn more about reports in XTRF, see the Reports module