Project Report Export Process Documentation Pdf Download
Theodora Glime
At this time, we do not have enough requests for Word export for this to be Under Consideration. We always collect cases from our users, which is why I asked what you were doing in Word. Fortunately, graphics and charts can be added to reports through Pro. Without more information on your "organizational settings", it's hard to know what else we could provide through Pro to make your workflows easier and reduce the need for another application at all.
We are planning on supporting Survey123 Word templates to use as a template for creating reports, that is in the product plan, but separate from your original request.
Hello Aycia!
Could you provide more information or documentation that explains how to generate reports using ArcGIS PRO? Additionally, I would also like some documentation on adding the graphs and tables.
Hello Alycia - I have an example of a use case that we would benefit from. Often the non-GIS professional project teams we support need the GIS information and supporting content (i.e. image attachments) provided to them in a report format that allows an easy way to copy and paste as they need into a larger project report or deliverable. The information and content we provide in the report export will not be inserted to the larger report 'as is' or in it's entirety, but piecemeal as needed.
Having the ability to export the report from Pro as a word doc would allow us to easily provide the GIS content in the format they are using for their report creation. As their reports are often under constant adjustment to meet necessary changes based on internal, and external requests we are best able to support them by providing them a report that is already in their working format therefore increasing overall project team efficiency. Especially if the report we export is structured close to their report needs and gets them 75% of the way there
We have been using the survey123 reporting tools to export out to word to support our teams in this manor so far and the response has been positive and appreciative.
Having the ability to do so in Pro would open up other options and methods in how we deliver the report documents, so I hope it does become part of the project plan down the road.
The use case Jon explained below is exactly why I would also find it useful to 1. have the ability to export to a word format, but also 2. having the ability to import a word template to meet business formatting requirements.
This document is a project report on export process and documentation submitted by Sagar Anand to Pillai's Institute of Management Studies & Research in partial fulfillment of the PGDM in International Business program for the academic year 2008-2010 under the guidance of Dr. R. Chandran. The report covers the cover page, acknowledgements, guide certificate, index, and introduction sections. It provides a high-level overview of the objectives and methodology used in the research project on understanding the export process and documentation at Committed Cargo Pvt. Ltd. where the author interned.Read less
It would be very helpful to have print settings or page breaks for exporting monday docs to PDF or Printing. We work with non-monday users externally and it would be helpful to have printing be consistent. Print/export previews would help too. Additionally being able to share the monday doc as an email attachment would be a cool feature too. We are able to export to PDF and Print currently and it is annoying to have to print or export then go add spaces to get the export/print to look nice.
I see that there is an option to export a Doc #workdoc to PDF and widgets in the doc are captured as static images in the export. Acknowledging that there are a few bugs, this is great! However, there is no way to paginate the document before exporting to PDF. This results in undesirable page breaks and a PDF that does not look very professional. Additionally, it would be ideal if the header and footer were customizable (e.g., customer brandings/logo, field selection - doc title, date, page number).
I am primarily using Docs to present weekly status reports to Clients. We have found great value in this as it allows for automated dashboard-type widgets alongside customized text/narrative. However, these weekly status reports must be captured, saved and delivered to the Client as a point-in-time snapshot of the project. I find that the Export to PDF functionality does not produce a deliverable of acceptable quality.
The possiblity to print or export to PDF is great to have, but the current execution gives me the impression that it was a waste of development time, because it lacks the options to actually serve its purpose.
In this chapter, you will learn how to export process maps (see Exporting Process Maps as PDFs or Image Files, Exporting Process Maps as XML Files, and Exporting Process Maps to Excel), animations (see Exporting Animation Movies), event logs (see Exporting Data Sets), filter settings (see Exporting Filter Settings), audit reports (see Exporting Audit Reports), anonymized data sets (see Anonymizing Data Sets), cases (see Exporting Cases), variants (see Exporting Variants), charts and tables (see Exporting Charts and Tables), and complete projects (see Exporting Projects).
While it is useful to show the process map to a colleague or client right in Disco because of the interactive filtering and animation possibilities, sometimes you just want to share a picture of the discovered process flows, or copy it into a report or presentation.
For such use cases Disco offers the XML export. The XML export captures all the process information while respecting the current simplification level (see Adjusting the Level of Detail in Your Process Map) in a simple XML format. When you open the exported XML format in a text editor, you will see an XML structure similar to the one shown in Figure 4.
The structure of the XML format is straightforward. It contains the logical information about the nodes and the edges that connect them in the process map. Furthermore, all the available frequency and performance metrics are included. This means that, in contrast to the image file exports (see Exporting Process Maps as PDFs or Image Files), for the XML export it does not matter which metric you have currently selected in your map view. Furthermore, the layout information is included in the XML file as well.
If you are not a programmer yourself, you will probably not be interested in the particular format of the XML export. However, you can still benefit from integrations that have been built on it. For example, you can use it to import process maps discovered by Disco into the BPMN Modeler from Trisotech [1] to document your processes.
You can also export your process map as a set of CSV files. One scenario, where this can be useful is when you want to analyze your process metrics in-depth in a tool like Excel, Minitab, or SPSS. For example, if you want to benchmark the waiting times between all activities in a very complex process map over time, it might be easier to do this comparison in a tool like Excel rather than doing it visually by inspecting your process map in Disco.
This will export both the process structure as well as all the process map metrics as a set of CSV files packaged in a ZIP archive. In contrast to all other process map exports, the information included in the CSV export of the process map is independent from the activity and paths slider settings. This can be particularly useful if you have a process map with hundreds (or thousands) of activities, which you want to analyze in full, but where the process map just is not that practical anymore.
The relations are exported as a matrix, where all the activities are listed both along the rows and along the columns (see Figure 7). The activities along the columns represent the source activities (where a path is pointing from). The activities along the rows represent the target activities (where the path is pointing to). The cells then represent the metric value that is associated to the path from the source to the target activity. For each of the path metrics a separate file is created.
For example, in Figure 7 the path metrics for Absolute frequency are shown. You can see that activity Create Purchase Requisition was directly followed by activity Create Request for Quotation Requester in total 234 times.
The only information that is currently not included in the CSV export of your process map are the start and end frequencies for the activities. If you want to analyze the frequencies of the start and end points in your process map outside of Disco, you can export your data set and use the Add endpoints option (see Adding Start and End Points). After re-importing the data set in Disco, you can export your process map as a CSV file and it will contain the relation statistics from the artificially added start and end points as well.
While the process map gives you an overview of the process flow and you can look at, for example, average waiting times to see where in the process most of the time is spent, the statistics are aggregated over the whole data set. In an animation (see Process Animation and Synchronized Animation) you can see a dynamic view of your process flow. The animation is a great way to communicate bottlenecks and engage people in discussions over the process.
To export an animation movie, you can click on the export symbol in the animation screen as shown in Figure 8. Once you click the export button, a file dialog lets you choose the location at which the movie file should be stored. You can change the name and Disco will export a high-quality, standards-compliant AVI movie file that you can then play independently or include in a presentation.
Similar to the export of process maps you get to the data set export by clicking on the export symbol in the lower right corner of either the Project view (see Managing Data Sets) or in any of the three Analysis views as shown in Figure 2. You then change from the Process map to the Event log export tab as shown in Figure 10.
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