Create a table report on a Canvas Dashboard

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’ll name this report Unresolved Issues on Projects I Own, and in the description field we’ll 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’ll 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’ll start out by looking for the issues folder and we’ll select that. Now the first thing we want to see is the issue name. So we’ll type name to search for that. You can see there’s a few kinds of names. One of the things that you can do to narrow a list, especially if it’s a bigger list than this, is you can choose which sections you want to look at. We’re looking at all sections now. That includes custom fields and includes relationships. If we just want work front fields, we know it’s 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’ll add column again and search for assign. Here’s the assigned to folder. From here, we want to get the name of the person assigned. So we’ll search for name again.

And select that. A few other interesting things about the issues that we’ll 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’d still want to see them on our report and we’d want to know that they were getting worked on, even though they’ll show up as open.

So we’ll add a column for resolving objects. So we’ll just have a resolve project. We’ll 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’ve got one of those.

Add another for task. Okay, those are our columns. Now let’s work on our filter. We’ll 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’ll click on the filter icon over here.

Click on edit filter.

Then add condition. We can click anywhere in this empty bar. Now we’ll get to fill out our condition. First we’ll 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’ll say we want to see this if it’s a new status.

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

If it’s verified complete or won’t resolve, we don’t want to see it. So there we go.

Then we’ll 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’ll look for owner. And then we’ll 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’ll add another condition. We want to know that the project is current.

So we’ll pick a field.

Go to project again.

And we’ll look for the status. Now we may have a different idea of what current is in our organization than other organizations. So I’m 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’s 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’re ready to save our report.

And it’s showing up way down here.

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