Output

The kind of display you want can be selected from the Output tab on the add/edit report screen.

Tabular

This is the default output type and presents the data in a tabular output.

The view is quite dynamic with multi-level grouping and sorting, group totals, grand totals, etc.

This view is highly personalizable - you can change columns, grouping and sorting to suit your needs. See the top right hand side of the image above.

This view also has great productivity boosters. You can do bulk actions, perform an action on a line item by clicking the icon and even edit an attribute right there by clicking on the icon.

Show Totals Only

Show the total rows only. If the option was checked in the above report. You would only see the group and grant total rows and not the individual project rows.

Hierarchical

This organizes the row as per the parent-child relationship. It is only available for task, file and client reports. View this example that shows tasks grouped by project with the hierarchical option checked.

When this option is checked, the resulting totals only include those objects that result from the filters not the objects included (even if they don't match the filters) to show the hierarchy.


Gantt

The Gantt output is available only for project and task reports. In case of tasks, the output is a cross-project gantt chart as shown below.


Calendar

The Calendar output generates a calendar view for projects and tasks as shown below. The bar is colored as per the color of the project or task. You also have the option of turning off the bars in which case the start and finish evernt for the task and project will be separately generated.


Pie Chart

It is easy to create pie charts in Celoxis. These settings were used to create the Pie chart below.

Bar Chart

Celoxis supports a number of popular bar chart formats. Each of the bar chart type has been explained below and the form settings used to generate the chart has also been provided.

Simple Bar

The following bar chart was generated using these settings. Note how the Sort By setting sorts the bars in decreasing order. If you set the Bar Orientation as horizontal, it would result in this chart.

Comparison Bar

The following comparison bar chart was generated using these settings.

Stacked Bar

The following stacked bar chart was generated using these settings. Notice how the colors correspond to the color of the health indicator.

You also have the option of stacking it side-by-side.

Bubble Chart

The following bubble chart was generated using these settings.

If you do not select the bubble size, then this will become a scatter chart and all bubbles will be of the same size.


Card View

Card view is available as an output type for projects, tasks and apps. You can also drag and drop card across lanes if the lane's attribute is user-editable. For example, you can drag and drop if the lane was a custom field like Kanban Status but not if the lane was system calculated field like Schedule Health.