{"id":219,"date":"2025-12-03T17:09:34","date_gmt":"2025-12-04T01:09:34","guid":{"rendered":"https:\/\/deepplanner.io\/documentation\/?post_type=lsvr_kba&#038;p=219"},"modified":"2026-01-25T16:12:18","modified_gmt":"2026-01-26T00:12:18","slug":"generating-reports","status":"publish","type":"lsvr_kba","link":"https:\/\/deepplanner.io\/documentation\/knowledge-base\/generating-reports\/","title":{"rendered":"Generating Reports"},"content":{"rendered":"\n<p>Reports are a vital mechanism to provide transparency and updates for stakeholders. Deep Planner currently provides two reports: Roadmap Summary report and Initiative Design report. All reports are available in both online preview and a PDF export.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Roadmap Summary Report<\/h3>\n\n\n\n<p>The purpose of this report is to provide information and the current status of the roadmap. It features a Gantt chart, participating teams, the diagram of team engagement, and the details of all epics included. Such a report can be used on both design and implementation phases.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"492\" src=\"https:\/\/deepplanner.io\/documentation\/wp-content\/uploads\/2025\/12\/image-1024x492.png\" alt=\"\" class=\"wp-image-220\" srcset=\"https:\/\/deepplanner.io\/documentation\/wp-content\/uploads\/2025\/12\/image-1024x492.png 1024w, https:\/\/deepplanner.io\/documentation\/wp-content\/uploads\/2025\/12\/image-700x337.png 700w, https:\/\/deepplanner.io\/documentation\/wp-content\/uploads\/2025\/12\/image-768x369.png 768w, https:\/\/deepplanner.io\/documentation\/wp-content\/uploads\/2025\/12\/image-1536x738.png 1536w, https:\/\/deepplanner.io\/documentation\/wp-content\/uploads\/2025\/12\/image.png 1845w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure><\/div>\n\n\n<h4 class=\"wp-block-heading\">Accessing the Report<\/h4>\n\n\n\n<p>To access this report, refer to the \u201cReports\u201d section in the top menu and select the report from the list.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">Filtering the Report<\/h4>\n\n\n\n<p>It is possible to filter the report output by a specific team or initiative.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">Customizing the Report<\/h4>\n\n\n\n<p>To customize the report, click on the \u201cCustomize\u201d button and select sections that should be included or excluded.&nbsp;<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Initiative Design Report<\/h3>\n\n\n\n<p>The purpose of this report is to provide a technical blueprint for implementing an initiative. It features a Network Diagram, Effort Diagram, effort summary, and the details of epics (including high-level estimates). Such a report can be useful to analyze initiative cost or scope.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"495\" src=\"https:\/\/deepplanner.io\/documentation\/wp-content\/uploads\/2025\/12\/image-1-1024x495.png\" alt=\"\" class=\"wp-image-221\" srcset=\"https:\/\/deepplanner.io\/documentation\/wp-content\/uploads\/2025\/12\/image-1-1024x495.png 1024w, https:\/\/deepplanner.io\/documentation\/wp-content\/uploads\/2025\/12\/image-1-700x338.png 700w, https:\/\/deepplanner.io\/documentation\/wp-content\/uploads\/2025\/12\/image-1-768x371.png 768w, https:\/\/deepplanner.io\/documentation\/wp-content\/uploads\/2025\/12\/image-1-1536x742.png 1536w, https:\/\/deepplanner.io\/documentation\/wp-content\/uploads\/2025\/12\/image-1.png 1851w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure><\/div>\n\n\n<h4 class=\"wp-block-heading\">Accessing the Report<\/h4>\n\n\n\n<p>To access this report, refer to the \u201cReports\u201d section in the top menu and select the report from the list.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">Customizing the Report<\/h4>\n\n\n\n<p>To customize the report, click on the \u201cCustomize\u201d button and select sections that should be included or excluded.&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Reports are a vital mechanism to provide transparency and updates for stakeholders. Deep Planner currently provides two reports: Roadmap Summary report and Initiative Design report. All reports are available in both online preview and a PDF export. Roadmap Summary Report The purpose of this report is to provide information and the current status of the [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"lsvr_kba_cat":[6],"lsvr_kba_tag":[],"class_list":["post-219","lsvr_kba","type-lsvr_kba","status-publish","format-standard","hentry","lsvr_kba_cat-general"],"_links":{"self":[{"href":"https:\/\/deepplanner.io\/documentation\/wp-json\/wp\/v2\/lsvr_kba\/219","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/deepplanner.io\/documentation\/wp-json\/wp\/v2\/lsvr_kba"}],"about":[{"href":"https:\/\/deepplanner.io\/documentation\/wp-json\/wp\/v2\/types\/lsvr_kba"}],"author":[{"embeddable":true,"href":"https:\/\/deepplanner.io\/documentation\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/deepplanner.io\/documentation\/wp-json\/wp\/v2\/comments?post=219"}],"version-history":[{"count":1,"href":"https:\/\/deepplanner.io\/documentation\/wp-json\/wp\/v2\/lsvr_kba\/219\/revisions"}],"predecessor-version":[{"id":222,"href":"https:\/\/deepplanner.io\/documentation\/wp-json\/wp\/v2\/lsvr_kba\/219\/revisions\/222"}],"wp:attachment":[{"href":"https:\/\/deepplanner.io\/documentation\/wp-json\/wp\/v2\/media?parent=219"}],"wp:term":[{"taxonomy":"lsvr_kba_cat","embeddable":true,"href":"https:\/\/deepplanner.io\/documentation\/wp-json\/wp\/v2\/lsvr_kba_cat?post=219"},{"taxonomy":"lsvr_kba_tag","embeddable":true,"href":"https:\/\/deepplanner.io\/documentation\/wp-json\/wp\/v2\/lsvr_kba_tag?post=219"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}