Tuesday, August 01, 2023

UniPhi 19 Feature: Automated reporting just got easier

Most project managers, when it comes to progress reporting, are stuck with the task of copying or transposing data from various disparate systems into a PowerPoint deck of MS Word document. This task is so labour intensive that it can take up to 1 day per month per project. If you're a client side PM working on 5 projects then this task alone is 25% of your monthly workload.

As the name suggests, UniPhi eliminates this onerous task through the integration of all it's modules into one reporting platform - the template system. Each template contains template controls that pull data from a module for reporting purposes. Multiple controls combine together to produce PDF reports in minutes rather than days.

The challenge with this approach is to provide the breadth of options required to cover all the reporting needs of our users as well as the flexibility in design to enable subsets of the data to be displayed. Iterative improvements have been made in every UniPhi release and UniPhi 19 has the most significant improvements in years. 

All document template controls have been improved with simpler interfaces and the ability to customise table columns, display charts and format images so your reports look slick and communicate accurate information to your clients.

Dive into this outline of our favourite template controls in UniPhi 19. These new additions speed up the process of template configuration making your systems administrator's life easier. The result is a smooth generation of monthly progress reports, site reports, cost reports or even "Strip and assess" reports. 

Below are three videos showing these new template controls in action.

Customise Table Columns - too easy:

Just the click of a button, you can view all the available columns to include in your table. Now have fun choosing! By checking or un-checking the boxes next to the columns you decide what you want. This feature is now in the Issues, Risks, and Variation Registers - too easy and no longer a time labouring task.

Charismatic Charts:

Out-dated graphics are gone. The charts you need in your documents will populate direct from the Dashboard and Charts in your UniPhi system. A real time charted document looking as current and charismatic as the data it captures!

File Upload:

It's easy to change the layout of attachments in your document. Each change is seen in the preview box to immediately check if this is the best layout for your template. Very useful for several images, as now you choose how they are displayed.

Watch this short clip to see this feature at work.

Want to know what other features UniPhi 19 has to offer? Explore the UniPhi 19 webinar or contact us to find out more.

 

No comments: