Using Aggregated Reports

In this article we explain how to:-

• Getting started with the Aggregated reporting tool
• Data Sets

Related articles:-

• 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.

Data Sets

The Aggregate reporting tool support the following data sets:-

1. Early Warnings Notices
2. Compensation Notices
3. Quotations
4. Programme
5. Issues for Acceptance or Submissions
6. Extension requests for each Party
7. Payment Application
8. Payment Certificates
9. Instructions for each Party
10. Notifications for each Party
11. Defects for each Party
12. Delegated Actions for each Party
13. Test and Inspections
14. RFI and TQs
15. Weather
16. Meetings
17. Site Diary
18. Task Orders
19. Purchase Order Detail
20. Payment Summary
21. Cost Forecast
22. Carbon Forecast
23. 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:-

1. Url Link to notice
2. Form ID
3. Project ID
4. Contract ID
5. Currency
6. Company
7. Project
8. Contract 
9. Area
10. Hub
11. Framework
12. Lot       
13. ID        
14. Subject           
15. Notification Date       
16. Notified By     
17. Reply Required          
18. Reply Received           
19. Reply Status   
20. Meeting Required      
21. Priority Action 
22. Action Owner 
23. Resolved        
24. Status 
25. Description    
26. Reply  
27. Reply By         
28. Reply Draft By       
29. Party  
30. Likelihood      
31. Severity
32. Risk Types 
33. Relations

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.