Reports in Lean PlanDo is a powerful tool for you to automate the generation of a report at a frequency that you desire (weekly or monthly) using a specified template.
Before automating a report, you will need to create a template that the report will follow so that the same report can be generated again in the future. If you do not know how to create a template, read this article.
After you have created a template, you will be able to generate a report using that template. To create your first report, go to Reports tab at Lean PlanDo Reports.
Here, you will see a list of reports that you have generated (if any). Each report will have their Name, Frequency (weekly or monthly), the period that the report data contains, and the status (published or unpublished).
Create a report
If you do not have any reports yet, click 'Create Report' to generate one.
You will be able to specify the following details of the report:
Report number
Report name
Report period (range of week/s that the data will be extracted from). Of course, you will not be able to select the week that is in the future.
Click 'Continue' to choose a template to use.
In the next page, you will be able to choose any of the template that you have created beforehand. To avoid confusion, you will be able to identify which template you want from the name of the template and the date that it was created, or modified.
After choosing your desired template, click 'Finish Setup' to generate your report draft.
Customize your report
During the drafting phase, you will be able to jump to any section that you want to, by clicking on the Sections on the left panel. Click on any section to jump there.
In any section, you will be able to edit the sub headings, and normal text boxes.
At this stage, you can now update the image widgets with a picture of your choice. Captions for the images can also be edited. You can also add in new Text widgets (Headings, Sub headings and Normal text) and also Image widgets at this stage.
Insights Widgets
If your template has Insights widgets in place, the actual data from Lean PlanDo Insights for the week that you have chosen will be automatically updated in the report.
Save and publish your report
When you are done with customizing the report, you can save the report by clicking on the 'Save' button at the bottom right corner.
To finally publish the report to share with your colleagues, click on the 'Publish' button on the bottom right corner to do so. This will make the status of the report in the Reports tab show as 'Published'.
Collaborate with your colleagues
After publishing the report, your colleagues will be able to see it. To communicate with them and discuss on the matters presented in the report, you can use the Collaboration feature inside the report itself.
You will be able to add in discussion comments, and also reply to each other in this section.
Note: Collaboration feature is still in an early stage of development. More collaborative and useful features will be added soon!