In this article we explain how to:-
- Using the Dashboards and Registers
- Using RAG Notifications Panel
- Using Contract Health Check and Contract RAG Reports
- Using Third Party Reporting Tools
Getting started with the Aggregated reporting tool
The Aggregated reporting tool provides aggregated data sets for each workflow, across either all contracts if you have System Admin or Superuser permissions or all contracts each end user can access. It does not currently support aggregation of multiple workflows across all of your contracts, only each workflow individually. This can be done using macros in excel or by using third party reporting tool to aggregate data.
The Aggregate reporting tool support the following data sets:-
- Early Warnings Notices
- Compensation Notices
- Issues for Acceptance or Submissions
- Extension requests for each Party
- Payment Application
- Payment Certificates
- Instructions for each Party
- Notifications for each Party
- Defects for each Party
- Delegated Actions for each Party
- Test and Inspections
- RFI and TQs
- Site Diary
- Task Orders
- Purchase Order Detail
- Payment Summary
- Cost Forecast
- Carbon Forecast
- Contract Summary
Each dataset contains almost all of the data associated with an API endpoints or workflows allowing a very high degree of flexibility in third party tools like excel or Power BI. By way of example the following data fields are provided with the Early Warning data set for each early warning:-
- Url Link to notice
- Form ID
- Project ID
- Contract ID
- Notification Date
- Notified By
- Reply Required
- Reply Received
- Reply Status
- Meeting Required
- Priority Action
- Action Owner
- Reply By
- Reply Draft By
- Risk Types
How to Create New Reports
Due to the potential size of the datasets for some queries, the tool doesn't display results on screen as this would slow down the end user machine unnecessarily. Instead our platform aggregates the dataset for you on our servers and saves a copy of the report to a Register. To start a new report request select the data set you want and time frame (optional) and click the Start Process action button.
The Aggregate Reports List provides a historical audit list of all report run.
We are continually adding extra relevant information to the aggregate reports. Eg: Multi currency support, and updates to allow for better analysis of data outside of FastDraft , ie Field IDs for Project, Contract and Form.
Updates to the platform can be accesses either via Reachback >>BI Product Updates>>>Product Release Notes (https://reachback.builtintelligence.com/c/built-intelligence-roadmap/released/84) or https://support.builtintelligence.com/hc/en-gb/categories/360001721397-Product-Feature-Updates or via New Features on the left hand side pane under smart links.
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