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SkyDesk Reports Advanced Analytics Add-on for SkyDesk Projects

Introduction

SkyDesk Projects Advanced Analytics Connector Add-on allows you to import SkyDesk Projects data and create insightful reports over them. With this integration, your SkyDesk Projects data can be easily analyzed to create insightful reports & dashboards using the powerful reporting options in SkyDesk Reports. This enables you to proactively monitor & manage your projects by tracking the Key Projects Metrics.

General

1. What is SkyDesk Reports?

2. What is SkyDesk Projects Advanced Analytics connector add-on and how does it work?

3. Who can subscribe to the SkyDesk Projects connector add-on?

4. What do I get / What is the value add I get, when I subscribe to this add-on?

5. How does the SkyDesk Projects connector add-on work?

6. What are the default reports & dashboards created by SkyDesk Reports, on setting up this connector add-on?

Pricing & Trial

1. How much does this add-on cost?

2. Do you provide trial evaluation for this add-on?

3. What do you mean by 'Users' in the (add-on) pricing plan?

4. What do you mean by 'Rows' and how is it calculated in the pricing plan?

5. How do I purchase this add-on?

Setup

1. How do I setup the Connector Add-on for my SkyDesk Projects account?

2. I have subscribed to the SkyDesk Projects connector add-on and Synchronized SkyDesk Projects data into SkyDesk Reports, but I do not see any data in these tables. What's happening? [or] How long should I wait for my SkyDesk Projects data to initially appear in SkyDesk Reports?

3. I got this email which said 'Setup Process Failed'/'Synchronization Process Failed'. What should I do?

4. Can I edit the SkyDesk Projects connector add-on Synchronization setting?

5. Can I synchronize my SkyDesk Projects data instantly?

6. How can I view information details about data synchronization between SkyDesk Projects and SkyDesk Reports?

7. How do I access the reports created in SkyDesk Reports?

8. How to create my own reports with this add-on?

You can easily create your own reports using the SkyDesk Reports add-on by dragging and dropping the appropriate columns from the data tables (Projects module data) that have been shared with you. You can refer to the below presentation to know how to create your own reports & dashboards using SkyDesk Reports.

Also refer to the following Video Demos:

Note: For creating your own reports using this add-on, you can do it only if your administrator (or portal owner) who has setup this add-on, has shared the tables (that contains the SkyDesk Projects data) in SkyDesk Reports to your account. Refer How do I share the reports in SkyDesk Reports with my colleagues? question.

9. Who has access to the reports I create?

10. What are the modules in SkyDesk Projects on which I could create reports using this add-on?

11. On whose account will the SkyDesk Projects connector add-on be setup?

Reporting Feature

1. What are the report types supported by SkyDesk Reports?

2. What are the default reports & dashboards created by SkyDesk Reports, on setting up this connector add-on?

3. Can I modify the default reports that have been created by this connector add-on? If so, how?

4. How do I create reports using SkyDesk Reports with this add-on? [or] What are the reports that I can possibly make using this add-on?

5. How do I create reports using fields/columns across different modules?

6. What are Formulas in SkyDesk Reports?

7. What are the default formulas added by SkyDesk Reports, on setting up this add-on?

8. How do I create my own custom formulas in SkyDesk Reports?

9. Can I add/modify data in SkyDesk Projects data tables (modules) from within SkyDesk Reports?

10. Can I add new columns to the SkyDesk Projects data tables (modules) from within SkyDesk Reports?

11. Can I add new data tables in this workspace to create reports & dashboards?

12. Can I combine data from other sources with the data from SkyDesk Projects to create reports and dashboards?

13. What are Query Tables?

14. Can I join data from multiple tables to create reports?

Users, Sharing & Collaboration

1. How do I share the reports in SkyDesk Reports with my colleagues?

2. Why are other members in my Portal not able to access the reports created?

3. How can other members in my Portal create reports?

4. What are the user roles available in SkyDesk Reports?

5. Why can't other users edit the reports that I have shared to them?

6. Can I share the same report created, to multiple users with different criteria associated so that they see different data?

7. How can I print the reports & dashboards created in SkyDesk Reports?

8. How can I email reports & dashboards created in SkyDesk Reports in a scheduled manner?

9. Into what file formats can I export the reports & dashboards created in SkyDesk Reports and how?

10. How do I embed my reports in my website, intranet, blog or presentation?

Solutions

1. Can I create Projects Revenue reports over my SkyDesk Projects data?

Yes, you can do this in SkyDesk Reorts when you can specify your revenue data into SkyDesk Reports. SkyDesk Reports provides a default template to enter your revenue data. You could also import your data into the SkyDesk Projects workspace and create reports over them. Refer to the steps described in the embedded slide show below to create project revenue reports using the template.

2. Can I calculate effective ROI per project?

Yes, you can do this based on the revenue data you have. Refer to the steps described in the embedded slide show below to create effective ROI report reports using the template.

3. Can I calculate the Projected Revenue for my upcoming Projects?

Yes, you can do this based on the revenue data you have. Refer to the steps described in the embedded slide show below to create projected revenue reports using the template.

4. Can I create Burndown reports over my projects data?

Yes, you can. Refer to the steps described in the embedded slide show below to create burndown reports using the template.

Help & Support

1. How do I get technical support on SkyDesk Reports add-on?

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