# 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 and the subcategories will appear in replacement
2. The selected report will appear under the splitter
3. The specific parameters for this report appears
4. Update the parameters to get the information you need
5. Click on to produce the report
6. Click on the arrow to return to the category list

> 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.

1. Work - Weekly
2. Work - Monthkly
3. Work - Yearly
4. Work - Between two dates
5. Detailed work - Weekly
6. Detailed work - Monthkly
7. Detailed work - Yearly
8. Detailed work - Between two dates
9. Detailed work per resource - Weekly
10. Detailed work per resource - Monthkly
11. Detailed work per resource - Yearly
12. Work for a resource - Weekly
13. Work for a resource - Monthkly
14. Work for a resource - Yearly
15. Work for a resource per type of activity - monthly
16. Work for a resource per type of activity - Yearly
17. 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…

1. Gantt planning
2. Portfolio Gantt planning
3. Work synthesis per activity
4. Work synthesis per ticket
5. Synthesis of technical progress
6. Monthly planning resource/project
7. Monthly planning project/resource
8. Yearly planning project/resource
9. Monthly planning project/activity/resource
10. Monthly planning resource/project/activity
11. Monthly planning for a resource
12. Monthly planning for a resource (per project)
13. Work plan per week
14. Work plan per month
15. Work plan per resource and per week
16. Work plan per resource and per month
17. Monthly availability of resources
18. Availability synthesis
19. Colored monthly resource planning
20. Global planning project/resource per month
21. 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.

1. Burndown chart
2. S curve chart
3. 45° chart
4. Performance indicator

KPIs

Track your KPI indicators with precision.

1. KPI Duration for project
2. KPI Duration consolidated
3. KPI Workload for project
4. KPI Workload consolidated
5. KPI Deliverable for project
6. KPI Deliverable consolidated
7. KPI Incoming for project
8. KPI Incoming consolidated
9. KPI Terms

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.

1. Yearly report for tickets
2. Yearly report for tickets by type
3. Yearly report for tickets by product
4. Report for tickets by qualifying - weekly
5. Report for tickets by qualifying - monthly
6. Report for tickets by qualifying - yearly
7. Report for tickets by qualifying - global
8. Report for opened tickets - weekly
9. Report for opened tickets - monthly
10. Report for opened tickets - yearly
11. Report for opened tickets - global
12. Report for tickets cumulated - number of days
13. Handled ticket synthesis - monthly
14. Done ticket synthesis - monthly
15. Curve of tickets BurnDown
16. 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 …

1. Status of ongoing work
2. Status of all work
3. Risk management plan
4. Version detail
5. Jobs summary for activities
6. Approval of documents

Costs

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

1. Cost synthesis per activity
2. Resources costs per month
3. Project expense per month
4. Individual expense per month
5. Total expense per month
6. Total expense and cost per month

Financial

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

1. Invoices
2. Monthly terms
3. Weekly terms
4. Financial expenses board
5. Financial expenses synthesis
6. Monthly consolidation
7. 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.

1. requirements test coverage
2. products test coverage
3. test cases detail
4. test session summary
5. Requirements flow annual
6. Requirements cumulated on number of days
7. Requirement yearly by type
8. Curve of requirement Burn-Down
9. Requirements with open questions
10. Requirement weekly opened
11. Requirement monthly opened
12. Requirement yearly opened
13. Requirement global opened

Miscellaneous

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

1. Detail of history for one item
2. Connections audit
3. Deleted items
4. Project dashboard
5. Flash report
6. Followed items
7. List of attachments per user

Human Resources

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

1. Resources inputs - outputs
2. Resources workforce
3. Resources seniority