5️⃣ Reports, Dashboards, and Lists To Keep Control

Keep an easy overview on the most important characteristics and KPIs. Use Reports, Dashboards, and Lists to have easy and productive conversations with your leadership.

Note: This feature will not be automatically available to all subscribers and may be part of a separate ITONICS subscription plan. If you would like to try Lists, please contact us via account_manager@itonics-innovation.com.

  1. Configure and Work with Lists
  2. Create Reports and Dashboards

Configure and Work with Lists

After logging in you can easily locate the List menu (1) item in the left-hand side vertical navigation menu [1]. As with the other ITONICS Innovation OS tools, you can easily filter lists and create the view you want to see [2]. At best, start by selecting the element types that should be displayed on the list (and filter if needed).

Next, you can define what properties should be displayed within the list. To do so, navigate to "edit list". A popup opens from which you can dictate the properties that should be shown on the list as columns [3]. At the bottom of the list, an aggregation layer provides a number or visual representation of the data per column of the list [4]. You can choose between different aggregation options when you click into the aggregation field (read more on what is possible for different types of values). If you want to save a list view and share it with other users, you will find the "Save as new" button (or update button to update an already saved view once edited) at the top right above the list [5]. A popup opens asking you to provide a title for the list and giving you the option to share it universally within your workspace. Once saved, the saved list will be added to the left main navigation under List.

Editing a list

For editing the list [3], click on the edit option and find a pop-up that shows you the current configuration of the list. You can update the list directly from this menu. You can adjust the list sharing, the name, and which element types are selected for the list view. 

By ticking a checkbox, you add a column to the list.

Editing a list  

Please note that the order by which you tick the checkboxes dictates the column structure.

Conditional formatting

You can apply customizable threshold configurations to your number fields [6]. This feature empowers you to visually distinguish and analyze your data based on specific numeric criteria. For example, you might color all elements with a negative budget in red and all elements with a positive budget in green.

To access the threshold configuration for any number field, hover over the column header and click the configuration icon to open the configuration modal.

By default, the conditional number formatting is turned off. Toggle it on to start the configuration. Add now the threshold value below or above which the color coding should be applied. You also have the option to invert the color logic.

Conditional formatting

Sorting Lists

You can sort the whole List according to a criterion of your choice to efficiently organize your data. You can sort columns in ascending or descending order, as well as alphabetically. Find the field you want to sort by, and hover over the column header. A sort icon will appear. Click on the sort icon once to sort the List. Clicking twice will sort the List in the opposite order. 

Please Note:

  • At present, you can sort by element title, date fields, number fields, ratings, and numeric ratings. We are also working on a sort feature for other field types. 
  • The default sorting is ascending by the updated date. We recommend changing it to sorting by element title to avoid elements that you have updated, jumping to the top of your list.
  • Currently, sorting is not saved alongside a list

Adding Data or Ratings to Lists

You can also use lists to directly manipulate any information or provide ratings for any content element on a list. To do so, click on a cell and change the value stored in that cell.

Adding Data or Ratings to Lists

You can also adjust the size of each column to customize the view of your data, ensuring that you have the perfect view for your use cases. Move the column separator with your mouse and resize a column.

    When you click on any title, the stack view of the content element will open on the right side. This brings you further details.

    Configure Reports and Dashboards

    On top of a list, you will also find the option to create reports (called "view widgets") and dashboards. Click on "View Widgets" and you will find all created reports and the option to add a report to the dashboard page [8]

    Configure Reports and Dashboards

    You have the following report options - each designed to cater to different data visualization requirements:

    • Donut Chart: Ideal for displaying categorical data, such as Health StatusPhase, or Responsible Business Unit.
    • Average Tile: Offers a quick overview of the average value of a specific field and all elements of your List.
    • Sum Tile: Visualizes the total sum of all elements of your List.
    • Min Tile: Highlights the minimum value of all elements of your List.
    • Max Tile: Highlights the maximum value of all elements of your List.

    You will be first asked to select a report/widget type before you can say which property should be represented by the report [9 and 10]. Once configured, the report will be added to the dashboard and you can save it alongside the list saving. To ensure that you do not lose your configured widgets, click on the Update button [5] on the top right of your List or navigate to your "Edit List settings" and click Update [3] at the bottom to save your dashboard and reports on it. 

    If you already saved your widgets in your preset and made changes to them, a message (Unsaved changes) will appear at the top of the List alerting you to the changes in your preset and reminding you to update the List preset if desired.

    portfolio reporting

    If you want to remove a report/widget, hover over a widget, and a trash bin icon appears. Clicking on the icon removes the widget from your current dashboard.