{"id":12804,"date":"2022-04-13T12:29:00","date_gmt":"2022-04-13T17:29:00","guid":{"rendered":"https:\/\/manage4.performancescoring.net\/kb\/?p=12804"},"modified":"2025-10-15T17:06:50","modified_gmt":"2025-10-15T22:06:50","slug":"project-reports","status":"publish","type":"post","link":"https:\/\/securedb.io\/kb\/?p=12804","title":{"rendered":"Project Reports"},"content":{"rendered":"\n<p>As with the rest of the SecureDB application, we aggregate granular information into high-level reports so you can get a visual overview of how Projects are coming with our Project Reports.<\/p>\n\n\n\n<p>If your <a href=\"https:\/\/securedb.io\/kb\/?p=12688\" data-type=\"post\" data-id=\"12688\">user role has the permissions<\/a> &#8220;Access Projects&#8220;, and &#8220;View Reports&#8221;, you&#8217;ll see an option under Projects called &#8220;Projects Reports&#8221;. Go there to access the Project ScoreBoard and view Task numbers broken down by member.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Project ScoreBoard<\/h2>\n\n\n\n<p>At the top of Project Reports, you&#8217;ll find a drilldown column chart of all your <a href=\"https:\/\/securedb.io\/kb\/?p=14767\" data-type=\"post\" data-id=\"14767\">Initiatives<\/a>, Projects, and Tasks. This chart works similarly to the <a href=\"https:\/\/securedb.io\/kb\/?p=372\" data-type=\"post\" data-id=\"372\">ScoreBoard drilldown<\/a>.<\/p>\n\n\n\n<p>At the top-level, you&#8217;ll see column for your Initiatives (from Administration >>Meeting Settings >> <a href=\"https:\/\/securedb.io\/kb\/?p=14767\" data-type=\"post\" data-id=\"14767\">Initiatives tab<\/a>) as well as an automatically-added column called &#8220;Other&#8221; where you&#8217;ll find Projects not tied to any Initiative.<\/p>\n\n\n\n<p><strong>PRO TIP: <\/strong>Watch for Projects in that &#8220;Other&#8221; column that are not tied to a specific corporate Initiative. These can often end up being &#8220;pet Projects&#8221; and a drain on organizational resources. That&#8217;s why everything in SecureDB is tied upwards to a corporate Initiative. We&#8217;ll get there a lot faster if we&#8217;re all rowing in the same direction.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/securedb.io\/kb\/wp-content\/uploads\/2023\/02\/project-reports-drilldown-1024x477.jpg\" alt=\"\" class=\"wp-image-13919\"\/><\/figure>\n\n\n\n<p>Click one of the columns and drilldown into the projects tied to that Initiative. Click on a project column to drilldown into the status of each of the tasks within that project. At the top, you&#8217;ll find &#8220;breadcrumbs&#8221; so you can navigate back out of the drilldown and drilldown again from elsewhere.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Tasks by Members<\/h2>\n\n\n\n<p>Below the Project ScoreBoard, you&#8217;ll find bar chart showing the count of Tasks by team member over a 90-day period categorized by their status: Complete, Late, In Progress, or Not Started. That 90-day default period extends 45 days in the past and 45 days into the future.<\/p>\n\n\n\n<p>This chart is a great way of getting a feel for your team&#8217;s bandwidth. Click a status in the legend below the chart to toggle on or off Tasks in that status in the chart above. This can be a great way to also resource plan and reassign Tasks as needed.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/securedb.io\/kb\/wp-content\/uploads\/2023\/02\/project-tasks-report-1024x462.jpg\" alt=\"\" class=\"wp-image-13921\"\/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Love Charts?<\/h2>\n\n\n\n<p>If you like interactive charts like this, you&#8217;ll love <a href=\"https:\/\/securedb.io\/kb\/?p=12804\" data-type=\"post\" data-id=\"12804\">Visualize Projects<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>As with the rest of the application, we aggregate granular information into high-level reports so you can get a visual overview of how are coming with our Reports. If your [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":13918,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_helpful_status":1,"footnotes":""},"categories":[33],"tags":[34,111,42],"class_list":["post-12804","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-projects","tag-projects","tag-report","tag-tasks"],"wps_subtitle":"Get a bird's eye view of how projects are coming with our Project Reports.","_links":{"self":[{"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=\/wp\/v2\/posts\/12804","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=12804"}],"version-history":[{"count":14,"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=\/wp\/v2\/posts\/12804\/revisions"}],"predecessor-version":[{"id":19909,"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=\/wp\/v2\/posts\/12804\/revisions\/19909"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=\/"}],"wp:attachment":[{"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=12804"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=12804"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=12804"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}