166 docs tagged with "report-forge"

Reference for advanced chart types in Report Forge including waterfall, scatter, treemap, funnel, decomposition tree, and milestone trend analysis.

Advanced patterns for Report Forge computed fields — nested IF, SWITCH for RAG scoring, date arithmetic, null-safe expressions, and performance considerations.

Use the AI Design feature in the Blueprint Designer to upload an existing report document and have AI suggest sections and fields — accelerating blueprint creation.

Use the AI Fill feature in the Edition editor to upload a source document and have AI suggest field values — accelerating data entry from existing reports.

Tutorial — use the AI Fill feature to upload a contractor PDF report and automatically extract field values into your edition, then review and accept the suggestions.

Admin reference for Report Forge API access — generating API keys, scopes, authentication, rate limits, and choosing between API, sync, and manual data entry.

Admin reference for the Report Forge audit log — what is logged, filtering, CSV export, common audit scenarios, data retention, and privacy considerations.

Guide to Report Forge batch edition operations — bulk status change, bulk export, bulk archive, and when to use batch operations vs. individual edition management.

Tutorial for bulk-selecting approved editions, running a batch PDF export, and generating a ZIP audit pack for project close-out in Report Forge.

Reference for archiving, restoring, and deleting blueprints in Report Forge — archive decision criteria, editions from archived blueprints, and the difference between archive and delete.

Guidelines for designing maintainable, reusable, and well-structured Report Forge blueprints.

Overview of the Report Forge Blueprint Designer — the editor where you define sections, fields, form layout, permissions, and output templates for a reporting blueprint.

Design sections, fields, validation, and contributor inputs for a Report Forge blueprint.

Complete reference for all Report Forge blueprint field types — configuration, form mode behaviour, grid mode behaviour, and output binding.

Configure tab layouts, multi-column grids, and display modes for blueprint data entry using the Report Forge Form Designer.

Control blueprint naming, change control, versioning triggers, decommissioning, and governance metrics in Report Forge.

Manage reusable reporting blueprints in Report Forge.

How Report Forge tracks blueprint version history, restores previous versions, and manages blueprint lifecycle.

Display statistical distribution of project metrics using box plots in Report Forge.

Tutorial — upload an existing Word or PDF report template and use AI Design to generate a blueprint structure automatically, then review, refine, and publish.

Create a print-first Report Forge output with cover page, executive summary, section pages, headers, footers, and PDF export checks.

Design a Report Forge output with KPIs, charts, tables, and filters.

Present selected schedule and project-control evidence in Report Forge using Gantt, S-curve, earned value, and risk components.

Use table and matrix components to present detailed records and cross-tab summaries in Report Forge.

Create a repeatable weekly status report from blueprint to export in Report Forge.

Create a Report Forge dashboard page with KPIs, trend chart, risk table, and filters.

Add navigation, drill-through, and filter actions to Report Forge report pages using the button component.

Choose between grid and freeform layout modes in the Report Forge output designer.

Use cascading parameters in Report Forge to filter slicers and output components based on the value of a parent parameter.

Configure Report Forge cash flow curves for periodic and cumulative baseline, actual, and forecast values across multiple scenarios.

Configure Report Forge chart components for bar, line, area, category, and time-based visuals.

Use Report Forge chart components for trends, comparisons, distributions, movement, and drillable analysis.

Combine bars and lines for related measures on shared axes in Report Forge combo charts.

Browse Report Forge output components by category, use case, binding needs, formatting options, and export behavior.

Reference the Report Forge output components available for report design.

Tutorial for building a KPI page in Report Forge using computed fields for CPI, SPI, and cost variance — with conditional formatting on KPI cards.

Show or hide blueprint fields based on the value of another field in the same section.

Complete reference for Report Forge conditional formatting — threshold colour rules, icon sets, data bars, text style rules, background fill, RAG source, rule stacking, and troubleshooting.

Tutorial for configuring conditional page visibility in Report Forge — a Variations page that renders only when rows exist, and a Critical Risks page triggered by Red severity.

Design patterns for conditional page and component visibility in Report Forge — progressive disclosure, RAG-triggered narrative, milestone achievement, and parameter-based format variants.

Step-by-step tutorial for month 2 reporting — copy from the prior edition, reset period-specific sections, add new rows, and submit.

How to pre-populate a new edition's fields and rows by copying data from a previous approved or closed edition of the same blueprint.

Build the reusable structure for a Report Forge reporting cycle.

Start a reporting cycle from a blueprint and collect structured updates.

Understand the Report Forge dashboard, summary cards, recent activity, and owner actions.

Bind Report Forge blueprint fields to output components using sections, fields, aggregations, and component-specific wells.

Connect Report Forge to OptiPlan schedules, SQL Server databases, Excel files, and SharePoint lists as reporting data sources.

Admin reference for managing Report Forge data connections — SharePoint, Kazinex Planner, and external sources — including credential rotation, re-auth, health monitoring, and connection lifecycle.

Reference for configuring data validation rules in Report Forge blueprints — numeric range, text pattern, date constraints, multi-field cross-validation, and block vs. warn behaviour.

Break down a top-level project metric by successive dimensions to identify performance drivers in Report Forge.

Use the Report Forge output designer to turn edition data into a polished report layout.

Display proportional data as a donut or pie chart with segment binding, legend, and centre value in a Report Forge output.

How to configure drill-through interactions in Report Forge to navigate from summary components to detailed views.

Configure Report Forge earned value visuals for PV, EV, AC, CPI, SPI, variance, and forecast tracking.

Overview of the Report Forge Edition editor — the interface where contributors enter data, reviewers assess and comment, and report managers approve and publish period reports.

Guidelines for creating consistent, accurate, and timely Report Forge editions across reporting periods.

How to use the Copy from Prior Edition feature in Report Forge — what is copied, what is reset, which sections to select, and common use cases.

Enter section-based reporting updates in Report Forge form mode.

Use grid mode for repeated rows such as risks, actions, quantities, decisions, and lookahead items.

Edition status flow from Draft through review, approval, and publication — including changes requested, publish, and the relationship to blueprint versions.

Full walkthrough of the Report Forge edition status machine — Draft through Approved and Closed, including re-open, changes requested, and edge cases.

Manage Report Forge editions by project, status, reporting period, owner, and review state.

Step-by-step tutorial for bulk-importing repeating section data from Excel into a Report Forge edition — column mapping, paste behaviour, and error handling.

How to customize Report Forge output for PDF, Excel, Word, and other export formats including page setup, headers, footers, and format-specific options.

Full matrix of Report Forge output components across PDF, Excel, Word, and CSV export formats — support levels, limitations, and practical guidance for each combination.

How to use the expression engine in Report Forge to create calculated fields, conditional values, and custom aggregations.

Complete reference for all expression functions and operators available in the Report Forge expression engine, with syntax, parameters, and examples.

Complete table of Report Forge field validation options per field type — numeric range, text pattern, date constraints, required, multi-field cross-validation, and behaviour settings.

Bind blueprint fields to Report Forge output components using sections, fields, wells, aggregations, and component-specific build settings.

How to add, configure, and manage fields within a blueprint section — field types, properties, ordering, and the FieldPropertiesDrawer.

Apply visual, page, and report filters in the Report Forge output designer using field conditions, operator logic, and parameters.

How to use the Blueprint Designer's Form Designer tab to build custom multi-column, tabbed form layouts for contributors entering edition data.

How to enter edition data using form mode — vertical field-by-field layout for detailed data entry, repeating rows, file uploads, and rich text.

Configure Report Forge component styling, number formats, typography, colors, spacing, borders, axes, and conditional formatting.

Use number, percent, currency, and date formatting patterns in Report Forge outputs.

Common questions about Report Forge blueprints, editions, outputs, and exports answered.

Visualise staged review completion rates, approval pipelines, and milestone progression in Report Forge funnel charts.

Configure Report Forge Gantt components for schedule bars, baselines, dependencies, critical path, and timescale presentation.

Display a single numeric KPI as a circular dial with target zones in a Report Forge output.

How to enter edition data using grid mode — spreadsheet-style data entry with row management, cell editors, bulk paste, filtering, and sorting.

Step-by-step guide to designing a report output in the Report Forge Output Designer.

Step-by-step guide to creating a new Report Forge blueprint from scratch.

Step-by-step guide to creating and submitting a Report Forge edition from a blueprint.

Export Report Forge outputs to PDF, Excel, Word, or CSV from the report viewer or edition page.

Embed a static or field-bound image in a Report Forge output layout.

Display a grid of multiple uploaded images from a blueprint section in a Report Forge output.

Use Report Forge KPI cards, gauges, progress bars, indicators, sparklines, and data bars for fast status reading.

Display structured key-value metadata in a Report Forge info grid for project details, status summaries, and cover page data.

Product documentation for Kazinex Planner, Report Forge, and Workflows.

Work faster in the Report Forge output designer with save, undo, redo, copy, paste, delete, and selection shortcuts.

Configure Report Forge KPI cards for headline status values, targets, variance, and executive summaries.

Use Report Forge text, divider, section header, page break, rectangle, and table of contents components.

Display a vertical or horizontal list of field values from a blueprint section in a Report Forge output.

How to connect external lookup tables and reference data to Report Forge blueprints using the lookup data service.

Configure lookup fields in Report Forge to pull values from another blueprint's most recent edition.

Run a complete Report Forge cycle from edition creation to review and published export.

Display geospatial project data including site locations, activity clusters, and resource distribution on interactive maps in Report Forge.

Configure Report Forge matrix components for cross-tabbed summaries, grouped rows, grouped columns, and value aggregation.

Use Report Forge image, gallery, slicer, filter pane, button, maps, and subreport components.

Visualise schedule drift by tracking how milestone forecast dates change across reporting periods in Report Forge.

Tutorial for configuring a single blueprint with three output templates — executive PDF, detail PDF, and data Excel — from one edition in Report Forge.

How to build cross-project and portfolio reports in Report Forge — project parameter, lookup patterns, shared blueprint approach, and limitations.

Show multiple field values in a single labelled card layout in a Report Forge output.

How to add and configure a network diagram (logic diagram) component in Report Forge to visualise activity relationships.

Admin reference for Report Forge notifications — event categories, workspace defaults, per-role notification settings, member self-service preferences, and monitoring undelivered notifications.

Join, switch, and manage Report Forge organization context and invitation entry points.

Guidelines for designing clear, consistent, and performant Report Forge output layouts.

Deep documentation for the Report Forge output designer, panels, layout modes, bindings, formatting, filters, pages, and shortcuts.

Learn the core Report Forge output designer surfaces, layout concepts, and component workflow.

Navigate the Report Forge output editor and its designer surfaces.

Manage Report Forge output templates, layout reuse, ownership, and report design entry points.

Manage Report Forge output pages, page settings, headers, footers, page size, orientation, and margins.

Decision guide for choosing between parameters, filters, slicers, report variables, and calculated fields in Report Forge — with naming conventions and common patterns.

Create runtime parameters and derived calculated fields in Report Forge to build reusable, dynamic outputs.

Tutorial for building a multi-project portfolio dashboard in Report Forge — summary table, grouped bar chart, project slicer, and PDF export.

Show linear progress toward a target with current, planned, and threshold values in a Report Forge output.

Admin reference for creating and managing Report Forge projects — project lifecycle, status management, archiving, access overrides, and multi-project considerations.

Manage the project context used by Report Forge blueprints, editions, and outputs.

Review, publish, and export Report Forge outputs for stakeholders.

Blueprint lifecycle — draft, publish, unpublish, and archive states; versioning; impact on active editions.

Five-step path for contributors in Report Forge — accept project access, find your edition, enter data, attach evidence, and submit for review.

Five-step path for reviewers in Report Forge — find your edition, open the review panel, raise comments, approve or request changes.

Display a matrix of RAG status values across multiple sections or categories in a Report Forge output.

Versioned release notes for Report Forge covering new features, improvements, and fixes.

Troubleshoot a Report Forge output with missing data, broken bindings, filters, export mismatch, or page overflow.

Choose the right Report Forge output component for tables, charts, KPIs, images, filters, and schedule-specific visuals.

Guides for report blueprints, editions, output design, reviews, exports, and reporting governance in Report Forge.

Reference definitions for Report Forge reporting terms, components, and concepts.

Learn the core Report Forge terms: blueprints, sections, fields, editions, outputs, entries, and review history.

Understand how Report Forge organizes reporting work from blueprint to edition to published output.

How to use report variables in Report Forge output templates — static variables, expression-based variables, the {{var.Name}} syntax, and common patterns.

Preview published report outputs and export them for stakeholders.

Admin reference for automating Report Forge reporting cycles — scheduled export, trigger on approval, cron schedule configuration, delivery targets, and monitoring.

Admin guidance for blueprint ownership, naming conventions, edition cadence, review policy, report lifecycle control, and quarterly governance reviews in Report Forge.

Visualise resource loading, allocation, cost, and capacity in Report Forge resource usage profile charts.

Track comments, decisions, and review evidence during a Report Forge reporting cycle.

Full reference for every command group in the Report Forge Output Designer ribbon.

Configure Report Forge risk matrix and exposure visuals for probability, impact, exposure, and top-risk summaries.

Full permissions matrix for Report Forge roles showing which features and actions each role can access.

How to use running aggregate fields in Report Forge — running_sum, running_avg, running_count, running_min, and running_max — including configuration, sort dependency, and interaction with grouping.

Formal reference for Report Forge running aggregate functions — definitions, syntax, reset behaviour, filter interaction, and edge cases.

Step-by-step tutorial for building a cumulative cost trend with a rolling average overlay using running aggregates in Report Forge.

Plot cumulative planned, actual, and forecast values over time in a Report Forge S-curve chart.

Plot correlations and outliers between two or three numeric dimensions in Report Forge scatter and bubble charts.

Use Report Forge schedule and project-control components for Gantt, resources, cash flow, earned value, risk, milestones, and network views.

Control which roles can view or edit each section of a Report Forge blueprint.

How to create, configure, and organise blueprint sections using the Sections panel and Section Settings panel in the Blueprint Designer.

Configure Report Forge workspace settings, branding, data source decisions, and governance defaults.

How to configure SharePoint data sync in Report Forge — OAuth setup, site and drive selection, sync schedule, field mapping, and re-auth troubleshooting.

End-to-end tutorial for connecting a Report Forge blueprint section to a SharePoint list — OAuth, site selection, field mapping, schedule, and handling re-auth.

Add interactive filter controls to Report Forge report pages using slicers and filter panes.

Use Report Forge designer status indicators and right-click actions to inspect and manage output components.

How to submit an edition for workflow review, navigate the review process, respond to comments, and approve or reject.

Embed a reusable child blueprint inside a parent blueprint in Report Forge using the subreport component.

Configure Report Forge table components for detailed record lists, grouping, totals, formatting, and exports.

Compare Report Forge table, matrix, list, info grid, RAG grid, and multi-row card components.

Define and manage Report Forge roles — Workspace Admin, Report Owner, Designer, Contributor, and Reviewer — including assignment scenarios, escalation paths, mid-cycle changes, and offboarding.

Manage Report Forge team membership, roles, owners, contributors, reviewers, and access hygiene.

Display hierarchical project data as nested proportional rectangles in Report Forge treemap charts.

Report Forge troubleshooting reference — blueprint, edition, output, and admin issues with diagnostic steps for each symptom.

Fix common Report Forge output designer issues with bindings, filters, formatting, exports, and page overflow.

Step-by-step tutorial for building a scatter chart and milestone trend analysis chart in Report Forge using Planner project data.

Configure Report Forge waterfall charts for budget bridges, variance analysis, and cost element breakdown.

Latest highlights and capability additions in Report Forge.

Understand related workflow visibility inside Report Forge without confusing it with Kazinex Workflows.

Configure a Report Forge workspace for projects, report owners, contributors, reviewers, and governance.