# 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

    WORK SYNTHESIS PER ACTIVITY

17. Work synthesis per activity

18. Work synthesis per activity between two dates

    INDIVIDUAL CHARGES BY TYPE OF ACTIVITY

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

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

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

    OTHERS

22. 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

23. Gantt planning

24. Portfolio Gantt planning

    WORK SYNTHESIS

25. Work synthesis per activity

26. Work synthesis per activity - between two dates

27. Work synthesis per ticket

28. Synthesis of technical progress

    MONTHLY PLANNING

29. Monthly planning resource/project

30. Monthly planning project/resource

31. Monthly planning project/activity/resource

32. Monthly planning resource/project/activity

33. Monthly planning for a resource

34. Monthly planning for a resource (per project)

    YEARLY PLANNING

35. Yearly planning resource/project

36. Yearly planning project/resource

37. Global planning project/resource per month

    WORK PLAN

38. Work plan per week

39. Work plan per month

40. Work plan per resource and per week

41. Work plan per resource and per month

42. Workload plan on given period

    AVAILABILITY

43. Monthly availability of resources

44. Availability synthesis

    OTHERS

45. Colored monthly resource planning

46. 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.

47. Burndown chart

48. S curve chart

49. 45° chart

50. Performance indicator

KPIs

Track your KPI indicators with precision.

> KPI DURATION

51. KPI Duration for project

52. KPI Duration consolidated

    KPI WORKLOAD

53. KPI Workload for project

54. KPI Workload consolidated

    KPI INCOMING/DELIVERABLE

55. KPI Deliverable for project

56. KPI Deliverable consolidated

57. KPI Incoming for project

58. KPI Incoming consolidated

    OTHERS

59. Client invoicing terms

60. 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

61. Yearly report for tickets

62. Yearly report for tickets by type

63. Yearly report for tickets by product

64. Report for tickets cumulated - number of days

    REPORT FOR TICKETS BY QUALIFYING

65. Report for tickets by qualifying - weekly

66. Report for tickets by qualifying - monthly

67. Report for tickets by qualifying - yearly

68. Report for tickets by qualifying - global

    REPORT REPARTITION

69. Report for opened tickets - weekly

70. Report for opened tickets - monthly

71. Report for opened tickets - yearly

72. Report for opened tickets - global

    TICKET SYNTHESIS BY STATUS

73. Handled ticket synthesis - monthly

74. Done ticket synthesis - monthly

    OTHERS

75. Curve of tickets BurnDown

76. 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

77. Status of ongoing work

78. Status of all work

79. Risk management plan

80. Opportunity plan

81. Version detail

82. Jobs summary for activities

83. Approval of documents

Costs

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

> EXPENSES

84. Project expense per month

85. Individual expense per month

86. Total expense per month

    OTHERS

87. Cost synthesis per activity

88. Resources costs per month

89. 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

90. Monthly terms

91. Weekly terms

    OTHERS

92. Invoices

93. Financial expenses board

94. Financial expenses synthesis

95. Monthly consolidation

96. 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

97. requirements test coverage

98. products test coverage

99. test cases detail

100. test session summary

     REQUIREMENT FLOW

101. Requirements flow annual

102. Requirements cumulated on number of days

103. Requirement yearly by type

     REQUIREMENT OPENED

104. Requirement weekly opened

105. Requirement monthly opened

106. Requirement yearly opened

107. Requirement global opened

     OTHERS

108. Curve of requirement Burn-Down

109. Requirements with open questions

Miscellaneous

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

> HISTORY

110. Detail of history for one item

111. Deleted items

     OTHERS

112. Connections audit

113. Project dashboard

114. Followed items

115. List of attachments per user

Human Resources

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

116. Resources inputs - outputs

117. Resources workforce

118. Resources seniority