Sanplex introduces a fully redesigned Project Report feature, centralizing all project-related reporting workflows. Users can create reports manually, utilize pre-defined templates, or configure automated scheduled generation. The feature also allows for the seamless insertion of live system data. All legacy weekly and milestone reports are now consolidated under the Project > Report module.

Feature Overview

Sanplex supports both manual authoring and template-based generation of project progress and outcome records. You can seamlessly embed multi-dimensional data—such as stories, tasks, and bugs—directly from the Sanplex system. This helps teams efficiently produce professional, accurate documentation covering everything from daily operational updates to comprehensive phase summaries.

Use Cases

• Daily/Weekly Progress Reporting: Project managers can use Weekly Report templates to automatically aggregate task completion rates, delayed tasks, and upcoming schedules, significantly improving reporting efficiency.
• Milestone Summaries: Quickly compile phase achievements using system data to prove project progress and build client/stakeholder trust.
• Retrospectives and Knowledge Management: At the end of a project, managers can draft retrospective reports citing historical data to serve as a reference for future planning and avoid repeating past mistakes.

I. Report List

1. Display Layout

• The left panel displays report categories, while the right panel displays the report list with Edit and Delete actions.
• The top area features quick-filter tabs (All, Created Today, Created This Week, Created This Month) and a search form.
• The top-right corner houses the [Create from Template] and [Create Report] buttons.

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2. Categories

2.1 Built-in Categories:

• Agile, Hybrid Agile, and Kanban Projects: Default categories include Monthly, Weekly, and Daily Reports.
• Waterfall and Hybrid Waterfall Projects: Default categories include Monthly, Weekly, Daily, and Milestone Reports. (Note: The Milestone Report category is only visible if the user has the corresponding permissions configured.)
• Built-in categories cannot be edited or deleted.

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2.2 Managing Custom Categories:

When creating or editing custom categories, names cannot be duplicated.

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If a category contains reports, the system will prevent its deletion and show a prompt.

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If you restore a report from the Recycle Bin, its associated category (if previously deleted) will also be restored automatically.

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II. Creating Reports Manually

1. Creation Process

Click the [Create Report] button to open the creation modal. Fill in the required details and click Save to enter the report editor. The subsequent drafting process is similar to creating a standard document.

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2. Inserting System Data

Upon entering the editor, the Insert System Data block is expanded by default. This tool is located in the editor's action bar. You can switch between Attributes, Lists, Data, and Charts to select what content to embed.

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2.1 Inserting Attributes

Click the attributes under the Attribute tab to insert their corresponding values into the report. Hovering over an item reveals its full name.

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2.2 Inserting Lists

Click items under the List tab to open a filter modal (filter conditions vary by list type).

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Once configured and saved, the matching data from the current project will be embedded into the editor.

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If no data matches your filters, a default empty state is displayed.

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You can click the More button on an inserted list to reconfigure its filters or delete the block.

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2.3 Inserting Data

Click items under the Data tab. This opens specific filter modals (except for data under the Execution module).

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After saving, the data is inserted. Hovering over it displays the configured filters. Clicking the inserted data reopens the modal for adjustments.

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2.4 Inserting Charts

Click items under the Chart tab to configure filters. (Note: "Project - Basic Stats" and "Execution - Basic Stats" do not require filters and are inserted directly).

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Once saved, the chart is rendered in the editor. For liquid charts, clicking the question mark icon displays the calculation rules.

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Use the block's settings to reconfigure conditions or delete the chart.

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3. Refreshing Data

By default, the data inserted into the report is a static snapshot and will not auto-update as project data changes. To pull the latest data, click the [Refresh Data] button in the action bar. This updates all attributes, lists, data, and charts in the report simultaneously.

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If you only want to update a specific chart, click its settings, re-save the filter conditions, and it will fetch the latest data independently.

III. Creating Reports from Templates

1. Manually via Template

Click the [Create from Template] button to open the selection modal. This displays all active templates whose configured workflows apply to the current project model.

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Choose a template, click Next, fill in the report details, and click Save. The editor will automatically render the content based on the template's structure.

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2. Scheduled Auto-Generation

Sanplex can automatically generate reports for "In Progress" projects based on the scheduling rules defined within the report templates.

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IV. Historical Data Upgrades

When migrating legacy data to Sanplex, historical reports are handled as follows to ensure data integrity.

1. Legacy Weekly Reports

Older weekly reports are migrated to the Weekly Report category under the Report list. They are renamed to follow the format: Week X (YYYY-MM-DD ~ YYYY-MM-DD). These legacy reports are read-only; the edit and delete buttons are disabled, accompanied by a prompt indicating that historical data cannot be modified.

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2. Legacy Milestone Reports

Historical milestone reports are migrated to the Milestone Report category. There is only one central milestone report entity per project, which always reflects the latest aggregated data.

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Clicking the title opens the milestone details page, where you can switch between stages using the top-left dropdown to view specific phase reports. These are also read-only and cannot be edited or deleted.

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