--- title: "Contextual reports" canonical: "https://support.appfire.com/space/DLP/3167093289/Contextual%20reports" format: markdown --- > Macro (aura-html) > 📝 Contextual reports are a **BigPicture Enterprise** feature. The following modules: - Overview - Gantt - Scope - Resources - Board, offer advanced contextual reporting capabilities for a quick look-up on key metrics applicable to the selected project, program, portfolio, and sub-box. The contextual reports cannot be customized, but you can choose which ones you want to view, refresh them to show the most up-to-date data, and enlarge them for better visibility. The following reports are available: > Macro (children) ## Permissions and access ### Permissions To view the contextual reports, a user must have at least the Box Viewer role. To manage and edit contextual reports in any module, the user must have the Box Admin or Box Editor role. When the user lacks permissions to certain boxes, tasks, or OKRs, the report displays data for the boxes/tasks/OKRs to which the user can access. In such a case, the “Only your set of data is taken into account” message displayed at the bottom of the report informs you about this. ### Access The contextual reports are available in every box scope type and box type, but not in the Home/root box. - Overview (top of the module) - Scope (Details View > Reports) - Gantt (Infobar > Reports) - Board (Infobar > Reports) - Resources (Backlog > Reports) | **Scope type** | **Report** | **Modules** | | --- | --- | --- | | **Overview** | **Gantt, Scope, Board, Resources** | | - None scope (portfolio) - Own-scope (project, program) - Sub-scope (timebox) | Boxes by status | **Yes** (active by default) | **Yes** | | Team capacity | **Yes** (active by default) | **Yes** (active by default) | | Effort progress | **Yes** | **Yes** (active by default) | | Project health | **Yes** | **Yes** | > 📝 Contextual reports are **not** available in the Root box. ## Enable/Disable contextual reports Various modules display a specific set of reports by default. To hide or enable other reports, click the **Charts** button and select or unselect the report from the dropdown. *The screenshot below comes from the BigPicture Enterprise Cloud app. The OKRs by Status report is not available in BigPicture Enterprise Data Center.* ![The dropdown under the Charts button.](media://d7ca302b-a8e3-4bd0-8997-e98ea0f5381b) ## Contextual reports ### Effort progress The Effort progress report displays the project's progress in terms of effort according to the following formula: `timeSpent / (remainingEstimate + timeSpent)`*.* ![Effort progress report.](media://420d9039-831d-43da-b573-e8ea61cb65b1) This report displays three data points, summarizing all the tasks in the scope of the selected box. - Original Estimate (this data point is always colored 100% and shows only the value of the Original Estimate) - Time Spent (Formula of the blue bar indicating the progress of the Time Spent: `timeSpent / (remainingEstimate + timeSpent)`) - Remaining Estimate (Formula of the blue bar indicating the remaining estimated effort in the project: `remaining estimate / (remainingEstimate + timeSpent)`) ### Boxes by status The Boxes by status report displays the number of boxes in each status and the percentage of all boxes in each status. ![Boxes by status report.](media://871239a9-52dc-4793-b7d3-db5ef2cf81dd) This report displays three data points, summarizing the three available box statuses: Not started, In progress, and Closed. Mouse over each status on the pie chart to see the total number of boxes with a given status inside the chart. ### Teams capacity The Teams capacity report displays the teams' capacity. The allocation is color-coded to help you quickly spot over- and underallocation. The color-coding is based on the capacity color and threshold setup in the box type. ![Teams capacity report.](media://5dc3c317-5a87-4c97-8159-210c0cc95c1e) This report displays four data points about the teams: - Names - Total capacity - Assigned workload - Remaining capacity. Currently, the capacity and workload are expressed only in hours. > Macro (excerpt) > > Team dependencies > > The Team dependency report displays cross-team dependencies within the project at both the project and portfolio levels. > > ![Team dependencies report.](media://84296574-9a2d-4670-a254-05cbd1531840) > > This report displays two data points: teams assigned to a box and the dependencies between them based on the assigned tasks. Both the soft and strong task dependencies are taken into account. > > If there are no dependencies, zero is displayed. If a value other than zero is present in the matrix, click it to view a complete list of tasks and their corresponding statuses. You can resize the list and export it. > > ![Team dependencies report. A list with task dependencies is displayed.](media://d8f46d1e-2117-4898-8fd1-0bdab6daedbd) ### Project health The Project health report visualizes project health based on the RAG system (Red-Amber-Green). ![Project health report.](media://6e5cef06-9b1b-40e5-a4ab-60fb4fa955b8) It displays a clean, visual status overview with three colors: Green (on track), Amber (caution/risks), and Red (critical issues/immediate action needed). The following project health indicators are shown: - Progress burndown - Capacity vs. workload When a team's workload exceeds the capacity thresholds defined in the *Administration* settings, the indicator’s color status will update automatically. For example, if a team with a capacity of 10 story points is assigned 12 story points for the Sprint, the 120% utilization rate triggers an "exceeded capacity" (Red or Amber) status. - High severity risks #### Change the report view The report offers two different views you can switch between by clicking the corresponding button: - Pie chart: Shows health statuses for the parent box (based on all child boxes). If the box has no children, no data is displayed. - Table: Shows health statuses for the current box. | **Pie chart view** | **Table view** | | --- | --- | | | | To see which child boxes fall within the selected RAG category, switch to the pie chart view and click the corresponding color on the chart. ![Initiatives that are off track.](media://1b5ec51f-e568-4d4c-83ed-c175cdd862ef) #### Customize the indicator thresholds The color-status thresholds for each indicator can be customized by a Jira/[App Admin](https://appfire.atlassian.net/wiki/spaces/SPMDRAFT/pages/1671594959) in **App settings** > **Administration** > **Reports**. ![context-report-project-health-administration.png](media://d45edeb2-3a07-4a88-a3f4-df178d81d189) #### Customize the RAG settings Box Admins and Box Editors can customize the report: 1. Click the **cog **button on the report. 2. Select one option in each category: ![Project health report settings.](media://be8fa7d4-e6e4-43d3-bccf-6579a77d3d2a) - RAG selection: - Automatic - based on all metrics (app automatically assigns the overall project health status) - Manual - user selected (user assigns the project health status manually) [add visual] Switch to the table view and click the top health indicator to open the dropdown. Then, select the status to assign it to the current box. - Report scope: - Portfolio - Own-scope - Sub-boxes - Progress: - Original estimate - Story points > 📝 Burndown progress calculations are based on your selected configuration, which currently supports either story points or original estimate as the primary metric. It is not possible to calculate the combined project health when some child boxes have effort expressed in story points and others in the original estimate. - Capacity vs Workload - Workload - Overall capacity 3. Click **Save** to finish.