Custom Reporting Data Model

We’ve developed a number of new Reporting Views to help you create custom reports you might need. This article shows how the Reporting Views relate to each other and which ones can be easily joined together for more comprehensive reports.

The Reporting Views contain information that you can see on each related screen in Projectworks. The below chart shows how the different entities are related to each other.



Reporting View Structure

Building a Report from withing a single Reporting View

Building a Report where data sits across Views

Reporting View Join Reference tables

 

Reporting Views contain the following

Field Names: The data that you want pulled into your Question (Query) and ultimately Report.

View IDs: These are unique ID in each View. (E.g.  “ProjectID” in the Project View and Budget View).

 

Building a Report from within a single Reporting View

In these cases, you will be create a Question (Query) using the data within a single View and therefore will not need to use the View IDs to join to another View.

Building a Report where data sits across Views

In these cases, you will need to join Views together using a common View ID that must be available in both Reporting Views.

If you want to create a report that contains data from a Reporting View that cannot be joined directly, you need to find a view that can join the two by sharing data points with both as shown below. The key to joining more than two Views together is to find a common ID between Person View  &  Time Entry View and Time Entry View & Invoice View.

Reporting View References

The below tables explain which Reporting Views can be directly joined to other Reporting Views. If you want to create a report that contains information from Reporting Views that cannot be joined directly, you need to find a view that can join the two by sharing data points with both.

This is not the full list of columns in the tables. To view that, navigate to the report builder via the ‘Add Custom Report’ button and examine the views you are interested in.