What's the difference between a project and report?

Think of a project as a container for multiple versions of a report. Without a project, you'd have to recreate all the critical context used to get your report right every single time.

Examples:

Sales Report

Let's say you want to create a Sales Report which pulls from the same tables and columns every time, using the same definitions of metrics and key performance indicators (KPIs).

You might also want to give access to generate new versions and variations of this report to certain stakeholders and team members, and limit view only access to others.

In Dreambase you'd create a project for "Sales Reports" first, defining the requirements and granting access.

After you have your project setup you can start generating reports! This is where the power and flexibility of Dreambase projects kicks in. With your project setup correctly, now you can do lots of useful report generation patterns:

• Create new versions for different timeframes (daily, monthly, weekly, quarterly, yearly)

• Create new versions with different layouts

• Snapshot different times with a new report and keep them for historical reference

• Mix and match different combinations of report features:

  • Metrics (KPIs): define how many metrics you want, skip metrics, or do all metrics

  • Charts: use different charts in different variants for different audiences, or skip charts

  • Data Lists: for certainly uses, data lists are better than data tables since they're smaller and more responsive

  • Data Tables: if you need lots of validation data, use the powerful data table, or skip it for simple layouts

  • Insights: choose how many insights you want, and how exploratory the agent should be

Takeaways:

With just 1 Project you can generate infinite variations of reports, all without having to do the tedious work of defining your AI context every single time. It's a huge timesaver and one of the biggest benefits of Dreambase!