# Reports

A list of reports is available in different categories. They themselves contain several sub-categories.

You will find the reports home page in the menu but also all the categories.

These, directly accessible, allow you to find the report of your choice from the main menu.

## Reports View

1. Select a category to view subcategories and select a report.

2. Parameters specific to this report are displayed. Update the settings to get the information you need.

3. Click on to generate the report. The selected report will appear under the splitter.

4. Several tools are available to export and send your reports. See buttons.

5. You can access the scheduled reports screen from the reports screen.

6. Click on the arrow to return to the list of categories.

Note

Horizontal slider position is saved when changed manually.

> Buttons

> - Click on to View the report.

> - Click on to get a printable version of the report.

> - Click on to export the report as PDF format.

> - Click on to View this report on the Today screen.

> - Click on to define this report as favorite.

> - Click on to schedule sending the selected report

> - Click on to go to scheduled report screen

## Today Screen Report

You can add reports to your home screen today.

- Select the report you want to see quickly on this screen.

- Click on the button

- On the Today screen, the report is Viewed at the bottom of the page

- Click on the setting icon on the screen today to change the location of the report

Note

Update

The Viewed report is updated automatically. Any modification made to the content of the latter is reflected on the screen today.

View a report on the today screen

Click the parameter button to define the location of the report (s) on the Today screen.

Click on the handles to move the item in the list.

## Favorite reports

Move your cursor over the reports menu icon (in the top bar) to show the popup menu that contains your favorite reports.

You can add a “blank” report type to the favorites or to a specific project and resources. In this case, next to the report name, linked items will be Viewed.

Popup menu management

- Allows to reorder reports Viewed with drag & drop feature. Using the selector area button icon drag .

- Click on to remove the report from the list.

## Filter Reports

For tickets and only tickets, you can apply an existing or create filter

As with the advanced list box filters, you can choose from many criteria to create your filter;

See: advanced filters

## Report Sending programmation

Ability to schedule the sending of reports as emails

For example, you can send a report every day, every Monday or every first day of the month

Sending a report to email

To view all scheduled reports for sending, go to Scheduled Report in the Tools menu

## Report List

Real Work

Allows you to view the actual expenses consumed by your resources on one or all projects over a given period.

Most reports allow you to refine the display by organization, by team and by resource or even by type of activity.

reports that can be exported in excel format are indicated by the icon

> WORK

1. Work - Weekly

2. Work - Monthkly

3. Work - Yearly

4. Work - Between two dates

5. Work for a resource - Weekly

6. Work for a resource - Monthkly

7. Work for a resource - Yearly

8. Work for a resource - Between two dates

   WORK DETAILED PER ACTIVITY

9. Detailed work per activity - Weekly

10. Detailed work per activity - Monthkly

11. Detailed work per activity - Yearly

12. Detailed work per activity - Between two dates

    WORK DETAILED PER RESOURCE

13. Detailed work per resource - Weekly

14. Detailed work per resource - Monthkly

15. Detailed work per resource - Yearly

16. Detailed work per resource - Between two dates

    INDIVIDUAL CHARGES BY TYPE OF ACTIVITY

17. Work for a resource per type of activity - monthly

18. Work for a resource per type of activity - Yearly

19. Work for a resource per type of activity - Between two dates

    OTHERS

20. Work synthesis per activity between two dates

21. Left work

Planning

The reports in the planning category allow you to track the use of your resources through your project schedules.

Diagram, synthesis, colored report, loads plan between planned and real work…

> GANTT PLANNING

22. Gantt planning

23. Portfolio Gantt planning

    WORK SYNTHESIS

24. Work synthesis per activity

25. Work synthesis per activity - between two dates

26. Work synthesis per ticket

27. Synthesis of technical progress

    MONTHLY PLANNING

28. Monthly planning resource/project

29. Monthly planning project/resource

30. Monthly planning project/activity/resource

31. Monthly planning resource/project/activity

32. Monthly planning for a resource

33. Monthly planning for a resource (per project)

    YEARLY PLANNING

34. Yearly planning resource/project

35. Yearly planning project/resource

36. Global planning project/resource per month

    WORK PLAN

37. Work plan per week

38. Work plan per month

39. Work plan per resource and per week

40. Work plan per resource and per month

41. Workload plan on given period

    AVAILABILITY

42. Monthly availability of resources

43. Availability synthesis

    OTHERS

44. Colored monthly resource planning

45. Planned interventions

Steering charts

The management diagrams are very precise reports to follow, compare and inform on the costs, deadlines and progress of your projects.

46. Burndown chart

47. S curve chart

48. 45° chart

49. Performance indicator

KPIs

Track your KPI indicators with precision.

> KPI DURATION

50. KPI Duration for project

51. KPI Duration consolidated

    KPI WORKLOAD

52. KPI Workload for project

53. KPI Workload consolidated

    KPI INCOMING/DELIVERABLE

54. KPI Deliverable for project

55. KPI Deliverable consolidated

56. KPI Incoming for project

57. KPI Incoming consolidated

    OTHERS

58. Client invoicing terms

59. Work Units synthesis

Tickets

Find here all the reports concerning the follow-up of your tickets on one or more projects and this, over a given period.

You can restrict and filter your display by resource, by customer, by requestor, issuer or manager. But also by priority or qualification.

> TICKET COUNT

60. Yearly report for tickets

61. Yearly report for tickets by type

62. Yearly report for tickets by product

63. Report for tickets cumulated - number of days

    REPORT FOR TICKETS BY QUALIFYING

64. Report for tickets by qualifying - weekly

65. Report for tickets by qualifying - monthly

66. Report for tickets by qualifying - yearly

67. Report for tickets by qualifying - global

    REPORT REPARTITION

68. Report for opened tickets - weekly

69. Report for opened tickets - monthly

70. Report for opened tickets - yearly

71. Report for opened tickets - global

    REPORT REPARTITION

72. Handled ticket synthesis - monthly

73. Done ticket synthesis - monthly

    OTHERS

74. Curve of tickets BurnDown

75. Clients impacted by tickets

Current status

The current status category allows you to follow the status of elements relating to the project: Activities, activity tasks, risks, Document approval …

> STATUS

76. Status of ongoing work

77. Status of all work

78. Risk management plan

79. Jobs summary for activities

80. Approval of documents

Costs

You will be able to follow all your costs related to the project, the activity or your resources.

> EXPENSES

81. Project expense per month

82. Individual expense per month

83. Total expense per month

    OTHERS

84. Cost synthesis per activity

85. Resources costs per month

86. Total expense and cost per month

Financials

In the same way, you will be able to follow the receipts related to the project and their consolidation.

> CLIENT INVOICING TERM

87. Monthly terms

88. Weekly terms

    OTHERS

89. Invoices

90. Financial expenses board

91. Financial expenses synthesis

92. Monthly consolidation

93. Summary of orders / client invoicing

Requirements & Tests

You will be able to trace the status of cases played out for requirements and / or products, monitor requirements coverage, review annotations, comments and obtain various summaries.

> TEST COVERAGE

94. requirements test coverage

95. products test coverage

96. test cases detail

97. test session summary

    REQUIREMENT FLOW

98. Requirements flow annual

99. Requirements cumulated on number of days

100. Requirement yearly by type

     REQUIREMENT OPENED

101. Requirement weekly opened

102. Requirement monthly opened

103. Requirement yearly opened

104. Requirement global opened

     OTHERS

105. Curve of requirement Burn-Down

106. Requirements with open questions

Miscellaneous

A set of additional but very comprehensive reports on your projects and some of its elements.

> HISTORY

107. Detail of history for one item

108. Deleted items

     OTHERS

109. Connections audit

110. Project dashboard

111. Followed items

112. List of attachments per user

Human Resources

A set of additional but very comprehensive reports on your projects and some of its elements.

113. Resources inputs - outputs

114. Resources workforce

115. Resources seniority