# 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

## 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

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

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

26. Portfolio Gantt planning

> 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

    OTHERS

49. Colored monthly resource planning

50. 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.

51. Burndown chart

52. S curve chart

53. 45° chart

54. Performance indicator

55. Proposales

56. RIDA (Statement of Information Decisions Actions)

KPIs

Track your KPI indicators with precision.

> KPI DURATION

57. KPI Duration for project

58. KPI Duration consolidated

    KPI WORKLOAD

59. KPI Workload for project

60. KPI Workload consolidated

    KPI INCOMING/DELIVERABLE

61. KPI Deliverable for project

62. KPI Deliverable consolidated

63. KPI Incoming for project

64. KPI Incoming consolidated

    OTHERS

65. Client invoicing terms

66. Work Units synthesis

67. 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

68. Yearly report for tickets

69. Yearly report for tickets by type

70. Report for tickets cumulated - number of days

71. Yearly report for tickets by product

    REPORT FOR TICKETS BY QUALIFYING

72. Report for tickets by qualifying - weekly

73. Report for tickets by qualifying - monthly

74. Report for tickets by qualifying - yearly

75. Report for tickets by qualifying - global

    REPORT REPARTITION

76. Report for opened tickets - weekly

77. Report for opened tickets - monthly

78. Report for opened tickets - yearly

79. Report for opened tickets - global

    TICKET SYNTHESIS BY STATUS

80. Handled ticket synthesis - monthly

81. Done ticket synthesis - monthly

    OTHERS

82. Curve of tickets BurnDown

83. 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

84. Risk management plan

85. Actions table

    OTHERS

86. Status of ongoing work

87. Status of all work

88. Opportunity plan

89. Version detail

90. Jobs summary for activities

91. Approval of documents

Costs

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

> EXPENSES

92. Project expense per month

93. Individual expense per month

94. Total expense per month

    OTHERS

95. Cost synthesis per activity

96. Resources costs per month

97. Detailed resource costs per activity per month

98. 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

99. Monthly terms

100. Weekly terms

     OTHERS

101. Invoices

102. Financial expenses board

103. Financial expenses synthesis

104. Monthly consolidation

105. 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

106. requirements test coverage

107. products test coverage

108. test cases detail

109. test session summary

     REQUIREMENT FLOW

110. Requirements flow annual

111. Requirements cumulated on number of days

112. Requirement yearly by type

     REQUIREMENT OPENED

113. Requirement weekly opened

114. Requirement monthly opened

115. Requirement yearly opened

116. Requirement global opened

     OTHERS

117. Curve of requirement Burn-Down

118. Requirements with open questions

Miscellaneous

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

> HISTORY

119. Detail of history for one item

120. Deleted items

     OTHERS

121. Connections audit

122. Project dashboard

123. Followed items

124. List of attachments per user

Human Resources

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

125. Resources inputs - outputs

126. Resources workforce

127. Resources seniority