My Reports - Overview

Albert allows for powerful manipulation of your project data including filtering, pivoting, and plotting against multiple variables. Albert’s Reporting Tool provides an Excel-like view of project data with the ability to visualize and manipulate it in a variety of ways, including filtering, pivoting, and plotting against multiple variables.

Accessing and Searching for Reports

Reports can be accessed by navigating to the My Reports module in the Albert navigation panel. This will open all Reports created by you. You can search for specific Reports in the Ask Albert search bar.

Creating a New Report

You can create a Report within Albert from any page by clicking the Create button in the navigation panel at the top of the page and selecting 'Report'. From there, the Report creation modal will appear, prompting you to fill out information about your Report.

Navigating Reports

The grid responds to keyboard interactions from the user as well as emitting events when key presses happen on the grid cells. Below shows all the keyboards interactions that can be done with the grid.

Use the arrow keys (← ↑ → ↓) to move focus up, down, left and right. If the focused cell is already on the boundary for that position (e.g. if on the first column and the left key is pressed) then the key press has no effect. Use Ctrl+← to move to the start of the line, and Ctrl+→ to move to the end.

If a cell on the first grid row is focused and you press ↑, the focus will be moved into the grid header. The header navigation focus navigation works the same as the grid's: arrows will move up/down/left/right, Tab will move the focus horizontally until the last header cell and then move on to the next row.

Use Page Up and Page Down to move the scroll up and down by one page. Use Home and End to go to the first and last rows.

Note: When a header cell is focused, commands like Page Up, Page Down, Home, End, Ctrl+←/→ will not work as they do when a grid cell is focused.

Visualizing Data via Reports

Data can be visualized within Albert in a variety of formats.

Editing Reports

Once you have created a report, you have the option to edit the report's details. To edit the report's details, open the report you wish to edit and click on the pen icon. 

The Report's Details modal will pop up, and from there you can edit the report's details as desired. Click "Save" to save your changes.

Sharing Reports

Each Report within Albert has a unique URL that can be copied to share with colleagues and managers. Reports can also quickly be shared from the Report module by hovering over a Report's row, and clicking the three dots within that row on the righthand side of the screen and selecting "Copy Report Link." The link will then be copied to the your clipboard and can be pasted elsewhere from there.

Exporting Reports

Data can be exported from Albert to be imported into other tools for further analysis via the Reporting Tool. To export data, users can click-and-drag the data of interest (or CTRL/Command A to select all data) and right click to export to CSV or Excel file. 

To export the entire report to Excel, click the three dots next to the Report's name and select "Export to Excel." From there, an Excel file of the Report will automatically download.

Duplicating Reports

Once you have created a report, you have the ability to use the existing report as a template for new reports. To duplicate a report, hover over the Report's row and click the three dots within that row on the righthand side of the screen and selecting "Duplicate Report." The Report creation modal will appear, with all the fields pre-filled in from the existing report. Click "Save" to create the duplicate report.

Deleting Reports

Reports can be deleted from the My Reports page or within a Report. From the My Reports page, navigate to the row of the Report you'd like to delete. Click the three dots within that row on the righthand side of the screen and select "Delete Report." Albert will then ask you to confirm that you'd like to delete the report. 

To delete a Report from within a Report, click the three dots next to the Report's name and select "Delete Report." Albert will then ask you to confirm that you'd like to delete the report. 

Once deleted, the Report will no longer appear in your list of Reports.