Generating Reports in Kahua

There are several ways to generate reports from Kahua.

• A portable view (PV) is a PDF version of a single Kahua record such as a letter, RFI, or contract. The base Kahua environment includes built-in portable views for each app. You can access the portable view by opening the detail view of the item and selecting View. For more information on portable views, including instructions on how to create custom portable views, refer to Portable Views.

• Most applications have one or more log views. There is a built-in standard default view for each application that includes all the application records and the most common fields for that application. Users can create custom views for themselves or for everyone in their domain. Reports from log views can be printed or downloaded. For more information, refer to Log Views and Log Reporting.

• Most applications also have Kahua platform reports and ad hoc customized reports. Kahua platform reports are built-in to Kahua and readily available in most applications. Ad hoc reports are reports that users with the appropriate permissions can create using the report wizard. These reports are accessed from the same location. These reports can be printed or downloaded. They can also be scheduled to run on a recurring basis and sent to Kahua contacts or outside email addresses.

  • For more information on running and viewing reports, refer to Viewing Reports.

  • For more information on creating reports with the report wizard, refer to Creating ad hoc reports.

  • For information on setting up and managing scheduled reports, refer to Scheduling Reports.

  • For information on selecting the logo to appear on these reports, refer to Managing report logos.

• The Dashboards application can be used to present information domain-level or project-level information in a visual format. For more information, refer to Dashboards app.

• The Analytics application utilizes PowerBI to analyze program and project data. As each organization’s needs are different, it will require assistance from Kahua to establish the data set you would like to have analyzed. For more information, refer to Kahua Analytics.

• Cross-application custom reports can be created from the Data Store. Building these reports will require additional training. Please reach out to Support or your account manager for more information. For more information, refer to Using the Data Store.