Targetprocess: Understand Types of Views and Reports

Audience: All Targetprocess users

Data in Targetprocess is presented in views. Some views allow you to:

• interact with the data
• enter data
• change data
• rearrange data 

Other views are display-only aggregates of data and do not allow you to interact with the underlying data itself.

Interactive View Types

You can change an interactive view between several different types:

• Board
• One by one
• List
• Roadmap

1. In a View, select the Actions menu.
2. In the View type menu, select the desired icon (Board, One by one, List, or Roadmap).
   

Board 

With boards you can present data grouped into vertical and horizontal lanes (columns and rows). Boards are a good option if you want to separate entities spatially.  

Common views using the Board type: Team Kanban, Iteration Planning, ART Planning Board.

One by one 

One by one view shows a list with a quick overview of the currently selected entity on the right side of the screen, in a similar fashion to email clients.

Example: Display your Team Kanban's stories in a vertical list, with the selected story expanded to the right for quick review.
 

List 

With lists, each entity is represented in a single column, displaying more properties of that entity for easy visibility.

List views are helpful when you:

• wish to see the hierarchy of your entities.
  • Example: View Features for your team and expand to show the stories and bugs associated with each Feature.
• need to compare a specific property across multiple or all entities. You can select a header to sort and review by column instead of opening each Feature individually.
  • Example: View and compare which Planning Interval(s) Features occur, organized by PI and Team.

Common views using the List type: Team Backlog, Team Iterations, Objectives & Goals. 

Roadmap 

Roadmap views can be used to communicate strategic objectives to stakeholders and to track the progress and potential delays of large-scale work.

Roadmap views help to visualize:

• When is work planned to start?
• What is the actual cycle time?
• What is the forecasted completion date?

Roadmaps are a powerful tool that empower organizational leaders to successfully plan and execute initiatives.

Reviewing Non-Interactive View-Types

Report 

Reports are another type of view that can be used to aggregate data and display it in various formats. While reports will allow you to drill-down to view the underlying data, you cannot actually interact with the data from the report itself.

There are many formats of reports available, but the two most common are Charts and Tables.

Using Charts

Charts provide a visual representation of your data. There are many different chart-formats available (bar, pie, line, scatter-plot), and many pre-built templates for common chart use-cases (Burn Up/Down, Cumulative Flow, Cycle Time).

• Example: Utilize a pie-chart to see the percentage breakdown of Effort Completed by Business Value Type
  

Using Tables

Tables are useful for collating data and presenting it in lists for ease of viewing and comparing many items in relation to each other.

• Example: Utilize a table report to create a roster of certain teams, their members, and their roles at a glance.