There are two ways to run a standard report:
Run a project specific report directly from a project page
Run a report for an individual or multiple projects from the reports menu
With either option you have the ability to edit report filter information, such as report start and end dates.
Click the image below to watch a short tutorial on how to use report filters.
*Under construction - apologies for any inconvenience.
From any project sub-menu page, click on the reports quick link drop-down menu just to the left of the Close button.
From the list of
reports available, click on the required report.
Note: The project must be saved before the report will open.
The report loads in a new window with default filter options selected.
To edit the default filter options, click the Show / Hide Parameters option in the top right-hand corner of the window.
Edit the filters as required and click View Report.
From the reports menu, click on the report you wish to view.
The report filters
are displayed.
Depending on the report selected, these can consist of:
Project filters
User filters
Report specific filters
Click the Edit Filter Selection option against the filters you wish to edit.
The project filters selection allows you to filter down the projects to be included for selection in this report.
The actual projects to include are selected from the filtered list on the right-hand side of the screen.
The table below explains how each filters affects the project selection.
Note:
If you know the projects you wish to
select you can simply select these from the projects list on the right-hand
side of this screen.
You
do not have to 'filter down' to the relevant projects.
Filter |
Action |
Sort Code / Name |
Sort the project list by code or name |
Include Non Project |
Include non-project activities |
Include Deleted |
Include deleted projects |
Open / Closed |
Include open, closed or both open & closed projects |
Departments |
Include projects where the assigned department in project summary matches |
Clients |
Include projects where the assigned client in the project summary matches |
Industry Sectors |
Include projects where the assigned client is linked to these industry sectors |
Project Type |
Include projects where the assigned project type in project summary matches |
Project Owners |
Include projects where the assigned project owner in the project summary matches |
Project Managers |
Include projects where the assigned project manager in the project summary matches |
Bid Status |
Include projects where the bid status in the project summary matches |
Projects |
Include the selected projects |
The user filters selection allows you to filter the users to be included for selection in this report.
The actual users to include are selected from the filtered list on the right-hand side of the screen.
The table below explains how each filter affects the project selection.
Note:
If you know the users you wish to select
you can simply select these from the users list on the right-hand side
of this screen.
You
do not have to 'filter down' to the relevant users.
Filter |
Action |
Include Deleted |
Include deleted users |
Include Inactive |
Include inactive users |
User Types |
Include types of users; Employee, Generic, Associate |
User Region |
Include users where the region assigned in user profile matches |
Users Departments |
Include users where the department assigned in user profile matches |
Job Roles |
Include users where the job role assigned in user profile matches |
Users |
Include the selected user |
Other report specific filters may also be available depending on the report you are viewing.
These can be seen in the glossary for each report, accessed from the List of all reports.
Once specific report filters have been selected, these will remain individually set for each report until such a time that they are subsequently changed.
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