Reports and Report Options

When you view reports in Reporting, you can select the columns included on the reports, and you have a number of options for selecting and filtering the records displayed. You can also save versions of these reports so you can display them again without having to reapply the searches, filters, and other options.

Related topics:

  • Resources Report
    The Resources report enables you to generate a wide variety of reports, from simple employee lists with credentials, skills, and education to detailed resource planning reports that show actual and ETC hours at the level of individual assignments. You can add or remove columns, change the order of columns, and filter the data to tailor the reports to best meet your needs. And you can save any report you create so it is immediately available to you in the future.
  • Projects Report
    The Projects report enables you to generate a wide variety of reports, from simple project list with JTD, ETC, and EAC hours to detailed plan reports that show actual and ETC hours at the level of individual resource assignments and broken down by calendar period. You can add or remove columns, change the order of columns, and filter the data to tailor the reports to best meet your needs. And you can save any report you create so it is immediately available to you in the future.
  • Report Options for Resource Planning
    The Reporting area provides a number of options for selecting reports, selecting records included on the reports, selecting report columns, and saving reports for future use.
  • Report Settings Dialog Box for Resource Planning
    Use the Report Settings dialog box to select a field to group by, to select the columns that display on the report, and to change the order of the columns. For a resource report, you can also indicate whether or not you want to include project rows on the report, and for a project report, whether or not to include resource rows.
  • Custom Search Dialog Box for Resources
    If the standard searches for locating and selecting resources (All Resources, All Employees, Generic Resources, Employees I Supervise, Resources in My Organization) are not satisfactory, use the Custom Search dialog box to create a custom search. When you create a custom search, you have the option to save it so you can use it in the future without having to specify the search parameters again.
  • Custom Search Dialog Box for Projects
    If the standard searches for locating and selecting projects and opportunities (All, Project Manager, My Organization, and organization levels) are not satisfactory, use the Custom Search dialog box to create a custom search. When you create a custom search, you have the option to save it so you can use it in the future without having to specify the search parameters again.
  • Save Report Dialog Box
    Use the Save Report dialog box to specify the name of a new saved report.
Parent Topic: Reporting