Kanban Report

Kanban Report in MIS & Reports offers visual boards that usually showcases tasks, helping teams track progress and manage workflow efficiently. With customizable columns and cards, it provides a streamlined approach to task management, fostering collaboration and productivity.

Creating a Kanban Report

Follow these steps to create a Kanban report:

1. Click on the "Continue" button to create a Kanban Report.
   
   
2. A window will appear for creating a new Kanban Report, like this :
   
   
3. Select the table form "Data Source" drop down.
   
   
4. Columns will appear in the "Dimensions" section as shown below :
   
   
5. Functions section under dimensions section contains all the formulas both existing ones in the system as well as user customised formula, enabling users to tailor reports according to their preferences.
   
   
6. After users have dragged and dropped fields into their respective shelves, they need to configure the settings section according to their requirements before retrieving the report.
   
   
7. Drag and drop the columns onto their respective shelves.
   
   
8. Click the Fetch button to Generate Kanban Report, the generated report will appear on the screen.
   
   
9. Click the "Save" button to save the Kanban report.
   
   
10. Click the "Publish" button to publish the Kanban report.
    
    
11. After publishing the Kanban Report, it will be visible on the screen shown below:
    
    
    

More in Kanban Report Editor

To manage the report click on the More where different options for managing the report will be displayed:

1. Edit:

   • Click the Edit to edit the report.
     
     
   • A Pop up window for editing the report will appear.
     
     Title- User can edit the title of the Report.
     Category- To edit the folder of the report.
     Viewers- Gives viewing access to the users selected.
     Editors- Gives editing access to the selected users.
     Order- User can assign the position of a report like 1st, 5th, etc.
     Is Downloadable- enables users to download the published report.
     
     

2. Save As:

   • Click the 'Save As' to clone the report.
     
     
   • A Confirmation window will be displayed.
     
     
   • On clicking the 'OK' button, the report will be cloned.
     
     
     

3. Add Report Link:

   • Click the "Add Report Link" located under the More to link another report to this Kanban report.
     
     
   • The add link form opens shown below after clicking the Add Report link.
     
     Title - Enter the Title you would want to view on the report link.
     Link - Enter the URL of the report, you wish to link to or show with another report
     
     
   • As shown below, when the report is linked, it appears in a specific link added report.