.. include:: ImageReplacement.txt

.. raw:: latex

    \newpage


.. index:: Report

.. _report:

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.


.. figure:: /images/GUI/REPORT_ZONE_Menu.png
   :alt: Reports screen
   :align: center



Reports View
------------

.. figure:: /images/GUI/REPORT_ZONE_MenuDeploy.png
   :alt: Reports screen
   :align: center
   
   
#. Select a category to view subcategories and select a report.

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

#. Click on |View| to generate the report. The selected report will appear under the splitter.

#. Several tools are available to export and send your reports. See :ref:`buttons<buttonsReport>`.

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

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

.. note:: Horizontal slider position is saved when changed manually. 

.. _buttonsReport:

 .. compound:: Buttons
   
   * Click on |View| to View the report.
   * Click on |Print| to get a printable version of the report.
   * Click on |Pdf| to export the report as PDF format.
   * Click on |Today| to View this report on the Today screen.
   * Click on |ReportFavorite| to define this report as favorite. 
   * Click on |Email| to schedule sending the selected report
   * Click on |ReportScheduled| to go to scheduled report screen



.. index:: Report (Today)

.. _today_report:

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 |Today|

* 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.


.. figure:: /images/GUI/REPORT_SCR_ViewToday.png
   :alt: View a report on the today screen
   
   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.

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    \newpage

.. index:: Report (Favorite)

.. _favorite_report:

Favorite reports
----------------

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


.. figure:: /images/GUI/REPORT_ZONE_FavoriteReport.png
   :alt: Pop-up list - Favorite reports
   :align: center

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.

.. compound:: **Popup menu management**

   * Allows to reorder reports Viewed with drag & drop feature. Using the selector area button icon drag |Drag|. 
   * Click on |Delete| to remove the report from the list.


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    \newpage

.. index:: Report (Favorite)

.. _filter_report:  
   
Filter Reports
--------------
For tickets and only tickets, you can apply an existing or create filter

.. figure:: /images/GUI/REPORT_ZONE_FiltersTickets.png
   :alt: filters on ticket's report
   :align: center
   
   
As with the advanced list box filters, you can choose from many criteria to create your filter;

See: :ref:`advanced filters<filters>`



.. index:: Report (Favorite)

.. _sending-report:
   
Report Sending programmation
----------------------------

.. sidebar:: Other sections

   * :ref:`scheduled-report`
   
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

.. figure:: /images/GUI/REPORT_BOX_SendingMailReport.png
   :alt: Sending a report to email
   
   Sending a report to email 
   
To view all scheduled reports for sending, go to Scheduled Report in the Tools menu



.. index:: Report list

.. _report-from-list:

Reports from lists
------------------


When you are on a list of items, such as activities, tickets, actions or any other items... you can create reports from your list layout


 .. compound:: On the list

   The |Report| "save object list as report" function is available in the list box tools.
   
   .. figure:: /images/GUI/REPORT_ZONE_ListAsReport.png
      :alt: List as report
      
      List as report
   
   You can edit the columns and place them in the order you want, you can apply simple or advanced filters. 
   
   When you click on |Report| a pop-up is open.
   
   .. figure:: /images/GUI/REPORT_BOX_SaveAsReport.png
      :alt: Save the list as report
      
      Windows to save the list as report
   
   
   Name your list layout and save it by clicking |Save|.
   
   The list will be stored as you prepared it and you will find it in the reports.


 .. compound:: On the reports

   In the reports, you will find a new category where the different list reports that you have copied so far will be copied. 
   
   They are sorted by items, knowing that you can create several different reports for the same item.
   
   .. figure:: /images/GUI/REPORT_ZONE_Categorylist.png
      :alt: Save the list as report
      
      Windows to save the list as report
      
      
   You will then obtain the report as you programmed it from the element list.
   
   Each of these reports can be added to the today screen, can be sent at a given frequency.
   
   They can be printed and exported to PDF, CSV and Excel.

   .. figure:: /images/GUI/REPORT_ZONE_ReportCategoryList.png
      :alt: Save the list as report
      
      Windows to save the list as report


.. index:: List of report

.. _list-of-report:
   
Complete list of reports
------------------------

**Legend:**

Almost all reports can be exported in PDF or printable format.

* |CSV| Export to CSV
* |Excel| Export to Excel
* |NoExport| No export
* |Print| Print only





.. rubric:: 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 |Excel|

   |Left| **WORK** |Right|

#. Work - Weekly |Excel|
#. Work - Monthkly |Excel| 
#. Work - Yearly |Excel|
#. Work - Between two dates |Excel|
#. Work for a resource - Weekly
#. Work for a resource - Monthkly
#. Work for a resource - Yearly
#. Work for a resource - Between two dates
#. Monthly wor for resource 
#. Work monthly detailed by resource
#. Work yearly per month |Excel|


   |Left| **WORK DETAILED PER ACTIVITY** |Right|

#. Detailed work per activity - Weekly |Excel|
#. Detailed work per activity - Monthkly |Excel|
#. Detailed work per activity - Yearly |Excel|
#. Detailed work per activity - Between two dates |Excel|

   |Left| **WORK DETAILED PER RESOURCE** |Right|

#. Detailed work per resource - Weekly |Excel|
#. Detailed work per resource - Monthkly |Excel|
#. Detailed work per resource - Yearly |Excel|
#. Detailed work per resource - Between two dates |Excel|

   |Left| **WORK SYNTHESIS PER ACTIVITY** |Right|

#. Work synthesis per activity
#. Work synthesis per activity between two dates |Excel|


   |Left| **INDIVIDUAL CHARGES BY TYPE OF ACTIVITY** |Right|

#. Work for a resource per type of activity - monthly
#. Work for a resource per type of activity - Yearly
#. Work for a resource per type of activity - Between two dates

   |Left| **OTHERS** |Right|

#. Left work |Excel|






.. rubric:: 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...



   |Left| **GANTT PLANNING** |Right|

26. Portfolio Gantt planning |CSV|


   |Left| **WORK SYNTHESIS** |Right|

27. Work synthesis per activity |Excel|
#. Work synthesis per activity - between two dates |Excel|
#. Work synthesis per ticket
#. Synthesis of technical progress |CSV|
#. Work synthesis per resource |Excel|


   |Left| **MONTHLY PLANNING** |Right|

#. Monthly planning resource/project
#. Monthly planning project/resource
#. Monthly planning project/activity/resource
#. Monthly planning resource/project/activity
#. Monthly planning for a resource
#. Monthly planning for a resource (per project)


   |Left| **YEARLY PLANNING** |Right|

#. Yearly planning resource/project
#. Yearly planning project/resource
#. Global planning project/resource per month
#. Yearly planning project/activity/resource |Excel|


   |Left| **WORK PLAN** |Right|

#. Work plan per week
#. Work plan per month
#. Work plan per resource and per week
#. Work plan per resource and per month
#. Workload plan on given period


   |Left| **AVAILABILITY** |Right|

#. Monthly availability of resources
#. Availability synthesis


   |Left| **OTHERS** |Right|

#. Colored monthly resource planning
#. Planned interventions 






.. rubric:: Steering charts

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

51. Burndown chart
#. S curve chart
#. 45° chart
#. Performance indicator 
#. Proposales |Print|
#. RIDA (Statement of Information Decisions Actions) |Excel|


.. rubric:: KPIs

Track your KPI indicators with precision.

   |Left| **KPI DURATION** |Right|

57. KPI Duration for project
#. KPI Duration consolidated

   |Left| **KPI WORKLOAD** |Right|

#. KPI Workload for project
#. KPI Workload consolidated

   |Left| **KPI INCOMING/DELIVERABLE** |Right|

#. KPI Deliverable for project
#. KPI Deliverable consolidated
#. KPI Incoming for project
#. KPI Incoming consolidated

   |Left| **OTHERS** |Right|

#. Client invoicing terms
#. Work Units synthesis |Excel|
#. Workload history

.. rubric:: 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.


   |Left| **TICKET COUNT** |Right|

68. Yearly report for tickets
#. Yearly report for tickets by type
#. Report for tickets cumulated - number of days
#. Yearly report for tickets by product


   |Left| **REPORT FOR TICKETS BY QUALIFYING** |Right|

#. Report for tickets by qualifying - weekly
#. Report for tickets by qualifying - monthly
#. Report for tickets by qualifying - yearly
#. Report for tickets by qualifying - global

   |Left| **REPORT REPARTITION** |Right|

#. Report for opened tickets - weekly
#. Report for opened tickets - monthly
#. Report for opened tickets - yearly  
#. Report for opened tickets - global

   |Left| **TICKET SYNTHESIS BY STATUS** |Right|
   
#. Handled ticket synthesis - monthly |Excel|
#. Done ticket synthesis - monthly |Excel|

   |Left| **OTHERS** |Right|
#. Curve of tickets BurnDown
#. Clients impacted by tickets |CSV|


.. rubric:: Current status

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

   |Left| **RISK AND ACTIONS** |Right|
   
84. Risk management plan |Excel|  
#. Actions table |Excel|

   |Left| **OTHERS** |Right|
    
#. Status of ongoing work
#. Status of all work
#. Opportunity plan
#. Version detail
#. Jobs summary for activities |CSV|
#. Approval of documents


.. rubric:: Costs

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


   |Left| **EXPENSES** |Right|

92. Project expense per month
#. Individual expense per month
#. Total expense per month

   |Left| **OTHERS** |Right|

#. Cost synthesis per activity
#. Resources costs per month    
#. Detailed resource costs per activity per month
#. Total expense and cost per month


.. rubric:: Financials

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

   |Left| **CLIENT INVOICING TERM** |Right|

99. Monthly terms
#. Weekly terms

   |Left| **OTHERS** |Right|
   
#. Invoices
#. Financial expenses board
#. Financial expenses synthesis
#. Monthly consolidation |Excel|
#. Summary of orders / client invoicing |Excel|



.. rubric:: 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.

   |Left| **TEST COVERAGE** |Right|
   
106. requirements test coverage
#. products test coverage
#. test cases detail 
#. test session summary

   |Left| **REQUIREMENT FLOW** |Right|

#. Requirements flow annual
#. Requirements cumulated on number of days
#. Requirement yearly by type


   |Left| **REQUIREMENT OPENED**

#. Requirement weekly opened
#. Requirement monthly opened
#. Requirement yearly opened
#. Requirement global opened

   |Left| **OTHERS** |Right|

#. Curve of requirement Burn-Down
#. Requirements with open questions   
   
   
   
   
.. rubric:: Miscellaneous

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

   |Left| **HISTORY** |Right|

119. Detail of history for one item
#. Deleted items

   |Left| **OTHERS** |Right|
   
#. Connections audit
#. Project dashboard
#. Followed items
#. List of attachments per user


.. rubric:: Human Resources

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

125. Resources inputs - outputs
#. Resources workforce
#. Resources seniority




