Reports (Jasper)
Introduction
The reports can be divided into three types: action reports, project reports and item reports.
The action reports are for taking with you to do tasks and to review your short term work.
The project reports are for reviewing and planning your work. Item reports show your someday/maybe
list and your referenced information.
The reports are produced using JasperReports and can be saved in many
formats, including PDF. All reports use the DejaVu serif font. This font and its size
cannot be changed.
Most reports can be found under the Reports menu. In addition, the Project Outline,
Project Detail and Action Detail reports can be run from the popup menu (using the right mouse button
or control-key and mouse click) on any project or action in the project tree views.
Common parameters
Depending on the reports, the following parameters can be set:
- Include time, energy and priority?: if checked, the three criteria (time, energy and priority)
are displayed on the report;
- Include successful outcome?: if checked, the successful outcome of
the action is displayed on the report in italic style;
- Include project or thought?: if checked, the thought description
is shown for single actions (between braces {}) or the project
path is shown (between square brackets []) for actions part of a project;
- Include notes?: if checked, the action notes are displayed on the
report surrounded by a box;
- Remember options: if checked, the selected parameters
are saved and restored the next time the report is run.
Actions Reports
The action reports are:
- Actions: Do ASAP: this report lists all Do ASAP actions grouped by context.
Contexts are listed alphabetically and actions are
ordered alphabetically within context. You can change the order within context to be by
priority, energy or time. You can also select a specific context;
- Actions: Delegated: this report lists all Delegated actions within a specified
period, optionally grouped by Delegate. The order is by ascending Follow-up date;
- Actions: Scheduled: this report lists all Scheduled actions within a specified
period order by Scheduled date and time;
- Actions: Done: this report lists all Done actions within a specified
period. This report allows you to review whether due dates were met, which period was productive,
in which area you are the most productive, performance of team members, etc.
The actions are grouped into sections: Do ASAP (ordered by ascending Done date),
Delegated (grouped by Delegate, ordered by ascending Done date), Inactive (ordered by
ascending Done date) and Scheduled (ordered by ascending Done date);
- PocketMod(1) and PocketMod(2): this report lists the actions corresponding to
the pages selected as parameters in the PocketMod format.
See the PocketMod report help for more details. There are two entries
for this report in the Reports menu so that you can design two pocketmod reports by selecting the
pages and remembering the options;
- Single actions: this report lists all the actions which are not part of a
project. The Done State parameter allows you to select only current
actions (To do), or done actions or all. You can also choose a specific topic or context.
Four choices are available for the order;
- Weekly Review: this report lists the actions planned for today and this week.
You can include overdue actions or not. The start parameter allows you to produce
the report for today or tomorrow. If you select tomorrow, the report will list the
actions planned for tomorrow under the Today section and the week starting the day
after. The overdue actions are grouped into sections: Overdue Scheduled (ordered by ascending
Scheduled date and time), Overdue Do ASAP (ordered by ascending Due date), Overdue Delegated
(grouped by Delegate, ordered by ascending Follow-up date). In the Today section, the Scheduled
actions for today are first listed in ascending order of time, then the Do ASAP actions due today
grouped by context, then the Delegated actions to be followed up today group by delegate. In the This week
section, all actions are listed together ordered by ascending date (and time for scheduled actions);
- Action report: this report lists all the details of the selected action. It is only
available through the Print option on actions in the project tree. To run the report for an action,
use the right mouse button to click on an antion and choose Print from the popup menu.
Project Reports
The project reports are:
- Project Outline: this report lists a summary of your projects.
You can select a specific topic which will filter on the top level projects only. The
top-level projects Done State parameter allows you to select only current projects (To do), or done projects
(Done) or all projects (All). The parameter Sub-projects and actions Done State allows you
to do a similar selection for actions and sub-projects. If you only want a list of projects
and sub-projects, uncheck the Include Actions? parameter. Five choices are available for
the order of the top level projects, As listed corresponds to the order on the screen. The
order of the sub-projects and actions are the same as on the screen;
- Project Outline for a report: the Project Outline report is also available for a specific
project through the Print Outline option on projects in the project tree view.
It lists all sub-projects and actions including those that are done.
The order is the same as on the screen. It can also be called for a Template or Future project;
- Project Detail: this report is only available through the Print Detail option on
projects in the project tree. It lists all the details of the selected project.
The order is the same as on the screen. It can also be called for a Template or Future project.
- Future Projects: this report lists a summary of the future projects.
You can select a specific topic which will filter on the top level projects only. If you only want a
list of projects and sub-projects, uncheck the Include Actions? parameter.
Four choices are available for the order of the top level projects, As listed corresponding
to the order on the screen. The order of the sub-projects and actions are the same as on the screen;
Items Reports
The item reports are:
- Reference: this report lists all the reference items. You can optionally group them by topic,
or select a specific topic. The items are ordered alphabetically by description;
- Someday/Maybe: this report lists all the someday/maybe items. You can optionally group them by topic,
or select a specific topic. The items are ordered alphabetically by description.