# 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.

- 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

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

The reports displayed on the today screen automatically adapt to your screen size as much as they can. If the display can no longer adapt, a horizontal scroll will allow you to read the entire report

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 also

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

## 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

On the list

The “save object list as report” function is available in the list box tools.

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 a pop-up is open.

Windows to save the list as report

Name your list layout and save it by clicking .

The list will be stored as you prepared it and you will find it in the reports.

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.

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.

Windows to save the list as report

## Complete list of reports

Legend:

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

- Export to CSV

- Export to Excel

- No export

- Print only

- Interactivity

### 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

9. Monthly wor for resource

10. Work monthly detailed by resource

11. Work yearly per month

WORK DETAILED PER ACTIVITY

12. Detailed work per activity - Weekly

13. Detailed work per activity - Monthkly

14. Detailed work per activity - Yearly

15. Detailed work per activity - Between two dates

WORK DETAILED PER RESOURCE

16. Detailed work per resource - Weekly

17. Detailed work per resource - Monthkly

18. Detailed work per resource - Yearly

19. Detailed work per resource - Between two dates

WORK SYNTHESIS PER ACTIVITY

20. Work synthesis per activity

21. Work synthesis per activity between two dates

INDIVIDUAL CHARGES BY TYPE OF ACTIVITY

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

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

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

OTHERS

25. Left work

26. List of work for an activity

### 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…

WORK SYNTHESIS

27. Work synthesis per activity

28. Work synthesis per activity - between two dates

29. Work synthesis per ticket

30. Synthesis of technical progress

31. Work synthesis per resource

MONTHLY PLANNING

32. Monthly planning resource/project

33. Monthly planning project/resource

34. Monthly planning project/activity/resource

35. Monthly planning resource/project/activity

36. Monthly planning for a resource

37. Monthly planning for a resource (per project)

YEARLY PLANNING

38. Yearly planning resource/project

39. Yearly planning project/resource

40. Global planning project/resource per month

41. Yearly planning project/activity/resource

WORK PLAN

42. Work plan per week

43. Work plan per month

44. Work plan per resource and per week

45. Work plan per resource and per month

46. Workload plan on given period

AVAILABILITY

47. Monthly availability of resources

48. Availability synthesis

Colored monthly resource planning

49. Colored monthly planning

50. Colored monthly planning fixed scale

OTHERS

51. 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.

52. Burndown chart

53. S curve chart

54. 45° chart

55. Performance indicator

56. Proposales

57. RIDA (Statement of Information Decisions Actions)

58. Report project analysis

### KPIs

Track your KPI indicators with precision.

KPI DURATION

59. KPI Duration for project

60. KPI Duration consolidated

KPI WORKLOAD

61. KPI Workload for project

62. KPI Workload consolidated

KPI INCOMING/DELIVERABLE

63. KPI Deliverable for project

64. KPI Deliverable consolidated

65. KPI Incoming for project

66. KPI Incoming consolidated

OTHERS

67. Client invoicing terms

68. Work Units synthesis

69. Workload history

### 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

70. Yearly report for tickets

71. Yearly report for tickets by type

72. Report for tickets cumulated - number of days

73. Yearly report for tickets by product

REPORT FOR TICKETS BY QUALIFYING

74. Report for tickets by qualifying - weekly

75. Report for tickets by qualifying - monthly

76. Report for tickets by qualifying - yearly

77. Report for tickets by qualifying - global

REPORT REPARTITION

78. Report for opened tickets - weekly

79. Report for opened tickets - monthly

80. Report for opened tickets - yearly

81. Report for opened tickets - global

TICKET SYNTHESIS BY STATUS

82. Handled ticket synthesis - monthly

83. Done ticket synthesis - monthly

OTHERS

84. Curve of tickets BurnDown

85. 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 …

RISK AND ACTIONS

86. Risk management plan

87. Actions table

OTHERS

88. Status of ongoing work

89. Status of all work

90. Opportunity plan

91. Version detail

92. Jobs summary for activities

93. Approval of documents

### Costs

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

EXPENSES

94. Project expense per month

95. Individual expense per month

96. Total expense per month

OTHERS

97. Cost synthesis per activity

98. Resources costs per month

99. Detailed resource costs per activity per month

100. 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

101. Monthly terms

102. Weekly terms

OTHERS

103. Invoices

104. Financial expenses board

105. Financial expenses synthesis

106. Monthly consolidation

107. Summary of orders / client invoicing

108. Summary of work command / acceptance

### 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

108. requirements test coverage

109. products test coverage

110. test cases detail

111. test session summary

REQUIREMENT FLOW

112. Requirements flow annual

113. Requirements cumulated on number of days

114. Requirement yearly by type

REQUIREMENT OPENED

115. Requirement weekly opened

116. Requirement monthly opened

117. Requirement yearly opened

118. Requirement global opened

OTHERS

119. Curve of requirement Burn-Down

120. Requirements with open questions

### Miscellaneous

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

HISTORY

121. Detail of history for one item

122. Deleted items

OTHERS

123. Connections audit

124. Project dashboard

125. Followed items

126. List of attachments per user

### Human Resources

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

127. Resources inputs - outputs

128. Resources workforce

129. Resources seniority