Our Roll-Up Reporting Feature consolidates project-level data, calculates relevant metrics, and presents them to users as indicators of each project's health.
Only Account Owners can edit the report columns, metric thresholds, and create distribution lists for the report email
Admins and PM's can view the report with the settings that the Account Owner has prepared and receive the emails from the distributions
Getting Started
Click Analytics> Rollup Report
By default, on this screen, none of your metrics will be enabled, and you will only see a list of all your projects.
Your account owner will need to go into the Report Settings and enable the metrics that are most relevant to your company so that you can view the data on your page.
Report Settings
This section enables you to customize your report by modifying the visible columns and fine-tuning the metric configurations.
Click Report Settings on the top right
This action will open a new browser tab where you can view and modify the available settings. Under the Format tab, simply click the Edit button to proceed.
By selecting the Metrics that are relevant to your company, this will populate the right side column as well which will allow you to drag and drop which metrics you want to see first, ordered from left to right.
Once you click the save button, your Rollup Report will now populate appropriately on the Analytics -> Rollup Report Page!
Rollup Report Page after enabling Metrics:
On this screen, you now see a snapshot of your data including:
- Project Health Overview - A quick look at your projects that are healthy, at risk, and need attention.
- Metric Breakdown - the areas of your project that are going well vs those that need improvement based on the metrics you have selected.
- Project Table - specific project health score providing a more detailed view.
- Projects that need immediate attention are clearly marked with a red indicator in the corresponding column of the list.
You also have the option to filter data based on your Projects:
In addition, you can access more filters by clicking the Filters button:
To export an excel file of your report click Export
Report Settings - Configuring your Metrics
This section enables you to customize your report by modifying the visible columns and fine-tuning the metric configurations.
Configure
Each column allows you to customize the displayed data. While each column comes with a default setting, you have the flexibility to modify these settings according to your specific reporting requirements.
Click Configure for your desired column. 
On the right side, you can then adjust the data for the specific column
Don't forget to click Update when complete!
Rollup Report Settings - Distribution List
You can setup multiple Distribution List to easily share the report across multiple roles within your company
Click the Distribution List tab
To add a new Distribution List click Add Distribution List
This action will open the Create Distribution List page, where you will need to provide the following details:
- A name for your distribution list
- Recipients, which can be selected by Roles or as specific users
- A subject line for the report email
- A message to accompany the email
- The desired date for report delivery
- The desired time of day your report will be sent on the send date
- A repeat pattern for how often you want the report to be sent
Users on this Distribution List will now receive E-Mails that look like this when it is time to deliver the report!
To modify an existing distribution list or remove it entirely, simply click on the corresponding Pencil icon to edit or the Trash Can icon to delete on the Distribution List page.
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