51黑料不打烊

Transcript

The first thing you need to do before you can create a Canvas dashboard report is to create a Canvas dashboard.

If you need help doing that, click the link below to view the introduction to Canvas Dashboards tutorial.

Now open your Canvas dashboard and click on Add Report. Select Create under Create New Report, then select Table Report and click Create Report. We鈥檒l name this report Unresolved Issues on Projects I Own, and in the description field we鈥檒l give a little more detail. Show open issues on current projects where I am the owner, grouped by project name. Starting with the name and the description will help us remember the important details when creating our report.

The description will show up under this tooltip.

Now we鈥檒l choose the columns we want to show in our report by clicking on the build table icon.

Click on Add Column. This is an issues report, so we鈥檒l start out by looking for the issues folder and we鈥檒l select that. Now the first thing we want to see is the issue name. So we鈥檒l type name to search for that. You can see there鈥檚 a few kinds of names. One of the things that you can do to narrow a list, especially if it鈥檚 a bigger list than this, is you can choose which sections you want to look at. We鈥檙e looking at all sections now. That includes custom fields and includes relationships. If we just want work front fields, we know it鈥檚 not a custom field in this case, we can choose work front fields and then click on name. And there you go. Next, we want to see who this is assigned to. So we鈥檒l add column again and search for assign. Here鈥檚 the assigned to folder. From here, we want to get the name of the person assigned. So we鈥檒l search for name again.

And select that. A few other interesting things about the issues that we鈥檒l want to see is the priority. Add another column for the status. And the entry date will be interesting.

Now some of these issues may have been converted to a task or a project, in which case we鈥檇 still want to see them on our report and we鈥檇 want to know that they were getting worked on, even though they鈥檒l show up as open.

So we鈥檒l add a column for resolving objects. So we鈥檒l just have a resolve project. We鈥檒l show a column for that and another one for task. And if you think you might need to have one for issue, you can add it yourself. You can see it over here. Resolve project name. We鈥檝e got one of those.

Add another for task. Okay, those are our columns. Now let鈥檚 work on our filter. We鈥檒l go back here and look at our description again to remind ourselves what we want to have in the filter. So the filter needs to have three things in it. Open issues on current projects where I am the owner. So we鈥檒l click on the filter icon over here.

Click on edit filter.

Then add condition. We can click anywhere in this empty bar. Now we鈥檒l get to fill out our condition. First we鈥檒l pick a field.

So the first one is going to be open issues.

So we want to look for the status. And we want to find places where the status is equal to. And we have a whole bunch of choices here. We鈥檒l say we want to see this if it鈥檚 a new status.

New pending approval is an option, but hey, if it鈥檚 pending approval, we don鈥檛 need to worry about it. So at least not yet. So we won鈥檛 look for those. We鈥檒l look for in progress. Something reopened would be something to be concerned with. Something awaiting feedback. And something on hold. See if there鈥檚 anything else we want here. If it鈥檚 closed, we don鈥檛 want to see it. If it鈥檚 resolved, we don鈥檛 want to see it.

If it鈥檚 verified complete or won鈥檛 resolve, we don鈥檛 want to see it. So there we go.

Then we鈥檒l add another condition and click empty again. Pick a field. Now this time we want to go up to the project. We want to make sure that I am the owner.

So we鈥檒l look for owner. And then we鈥檒l look for the name of the owner.

And we want that owner name to be equal to and we could choose a name here or we can choose me, the logged in user. So this is how we get that wild card. We鈥檒l add another condition. We want to know that the project is current.

So we鈥檒l pick a field.

Go to project again.

And we鈥檒l look for the status. Now we may have a different idea of what current is in our organization than other organizations. So I鈥檓 going to choose current here, but I can also add other things like we happen to have things in planning a lot and forget to set them to current. So we want to see if there鈥檚 any issues in there that need to be looked at. That last thing we need to do now is add our grouping.

Click on add grouping.

Go to the project object. Search for name again. And there are groupings.

So now we鈥檙e ready to save our report.

And it鈥檚 showing up way down here.

We can edit this layout to move things around. So now we鈥檙e done. We click save.