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Project Report

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For quick reference, the section has the following topics:

 

 

 

Overview

A group of reports found on the list of preset reports in Report Generator are known as project reports, as suggested by their name.

As they are basically custom reports, they can be edited the same way you edit any report in Report Generator. The following reports of this type are available:

 

 

 

Project Report (Activities due in)

This report allows you to create a listing of all activities of projects you select with the following sources and fields used:

Data Source Fields Comments
Project Project Name Values are filled in in accordance with filters and grouping used
Activity Activity Name,
Activity Assignees,
Activity Category,
Activity Status,
Activity Due In		 Values are filled in in accordance with filters and grouping used

 

To run the report:

  1. Open Report Generator and click 'Project Report (Activities due in)' on the list of available reports.
  2. Select one of the available projects or several in the Project Name field. Note: Click Select none to remove flags from all checkboxes first, in case you want to select just a few.
  3. As an option, you can save the current selection for future use.
  4. To generate a report, click ‘Run report’.
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Some filters, e.g. Project Name, can be set to 'Select from all values' or 'Prompt for a single value' or 'None'. Others, e.g. Project ID, can only be of the 'None' type. See Report Generator: Filters.

 

As a result, a report like shown in the picture below will be generated:

reportgenerator_project_rep_act_due.jpg

 

 

 

Project Report (Detailed time sheet)

This report allows you to see time utilization in the form of time sheet, with a list of all respective time entries and a total of these for each user. Other data include project ID and name, activity ID and name, and time entry descriptions.

Data sources and fields used in the report:

Data Source Fields Comments
Activity Activity Assignees,
Activity ID,
Activity Name		 Values are filled in in accordance with filters and grouping used
Project Project ID,
Project Name		 Values are filled in in accordance with filters and grouping used
Time Entry Entry Date,
Entry Duration,
Entry Description		 Values are filled in in accordance with filters and grouping used

 

To run the report:

  1. Open Report Generator and click 'Project Report (Detailed time sheet)' on the list of available reports.
  2. Select a value for Entry Date: a preset period, e.g. This week, or any date range.
  3. Select one activity assignee or several in the Activity Assignees field. Note: Click Select none to remove flags from all checkboxes first, in case you want to select just a few.
  4. Select one of the available projects or several in the Project Name field. Note: Click Select none to remove flags from all checkboxes first, in case you want to select just a few.
  5. As an option, you can save the current selection for future use.
  6. To generate a report, click ‘Run report’.
pencil
Some filters, e.g. Project Name, can be set to 'Select from all values' or 'Prompt for a single value' or 'None'. Others, e.g. Project ID, can only be of the 'None' type. See Report Generator: Filters.

 

As a result, a report like shown in the picture below will be generated:

reportgenerator_project_rep_det_time.jpg

 

 

 

Project Report (Activity List)

The Activity List project report as a report with all activities of the type you have selected listed. Activity-relevant data in the report include assignees, type, category, status, and end date.

Data sources and fields used in the report:

Data Source Fields Comments
Project Project Name Values are filled in in accordance with filters and grouping used
Activity Activity ID,
Activity Name,
Activity Assignees,
Activity Type,
Activity Category,
Activity Status,
Activity Start Date,
Activity End Date		 Values are filled in in accordance with filters and grouping used

 

To run the report:

  1. Open Report Generator and click 'Project Report (Activity List)' on the list of available reports.
  2. Select a value for Activity Start Date: a preset period, e.g. This week, or any date range.
  3. Select a value for Activity End Date: a preset period, e.g. This week, or any date range.
  4. Select one of the available projects or several in the Project Name field. Note: Click Select none to remove flags from all checkboxes first, in case you want to select just a few.
  5. As an option, you can save the current selection for future use.
  6. To generate a report, click ‘Run report’.
pencil
Some filters, e.g. Project Name, can be set to 'Select from all values' or 'Prompt for a single value' or 'None'. Others, e.g. Project ID, can only be of the 'None' type. See Report Generator: Filters.

 

As a result, a report like shown in the picture below will be generated:

reportgenerator_project_rep_act_list.jpg

 

 

 

Project Report (Delayed Activities)

Delayed Activities is a report with all activities past their end date listed. Apart from activity ID, category, type and status, the report shows exactly by how many days the activity is past its end date.

Data sources and fields used in the report:

Data Source Fields Default Filter Used Comments
Project Project Name None Values are filled in in accordance with filters and grouping used
Activity Activity ID,
Activity Name,
Activity Assignees,
Activity Type,
Activity Category,
Activity Status,
Activity Delayed By		 None Values are filled in in accordance with filters and grouping used

 

To run the report:

  1. Open Report Generator and click 'Project Report (Delayed Activities)' on the list of available reports.
  2. Since by default the report uses no filters, it is generated right away.
pencil
Some filters, e.g. Project Name, can be set to 'Select from all values' or 'Prompt for a single value' or 'None'. Others, e.g. Project ID, can only be of the 'None' type. See Report Generator: Filters.

 

As a result, a report like shown in the picture below will be generated:

reportgenerator_project_rep_delayed_act.jpg
 

 

 

 

Project Report (Projects and activities managed by)

This report is useful when you would like to see on what activities and what projects a selected user (several users, all users) acts as members/managers/assignees. Other data in the report include activity ID, assignees, type, category, status and end date. Project-related data include project ID and name, customer, status, end date, and estimated hours.

Default data sources and fields* used in the report:

Data Source Fields Default Filter Used Comments
Activity Activity ID,
Activity Name,
Activity Assignees,
Activity Type,
Activity Category,
Activity Status,
Activity End Date		 Select from all values (Activity assignees only)


None		 Values are filled in in accordance with filters and grouping used
* See Note.

 

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By default, the report lists activities that have the selected people as their assignees. To produce a 'projects managed by' report, edit the report to substitute activity-related fields with project-specific ones: Project name, Project Managers, etc.

 

To run the report:

  1. Open Report Generator and click 'Project Report (Projects and activities managed by)' on the list of available reports.
  2. Select a value for Activity Assignees: a single, several, or all users.
  3. As an option, you can save the current selection for future use.
  4. To generate a report, click ‘Run report’.
pencil
Some filters, e.g. Project Name, can be set to 'Select from all values' or 'Prompt for a single value' or 'None'. Others, e.g. Project ID, can only be of the 'None' type. See Report Generator: Filters.

 

As a result, a report like shown in the picture below will be generated:

reportgenerator_project_rep_proj_act_managed.jpg

 

 

 

Project Report (Estimated vs. Actual)

This report allows you to see activities that were created, started or ended within a specified date range, with their estimated and (total) actual hours shown. Activities with their actual hours exceeding estimated durationare marked with a red background color. Ones with unspecified estimated hours are not included. Activities are grouped by project. Other data shown include assignees, type and status.

Default data sources and fields used in the report:

Data Source Fields Default Filter Used Comments
Project Project Name Select from all values Values are filled in in accordance with filters and grouping used
Activity Activity ID,
Activity Name,
Activity Assignees,
Activity Type,
Activity Status,
Activity Estimated Hours
Activity Actual Hours



None		 Values are filled in in accordance with filters and grouping used

 

To run the report:

  1. Open Report Generator and click 'Project Report (Projects and activities managed by)' on the list of available reports.
  2. Select one of the available projects or several in the Project Name field. Note: Click Select none to remove flags from all checkboxes first, in case you want to select just a few.
  3. As an option, you can save the current selection for future use.
  4. To generate a report, click ‘Run report’.
pencil
Some filters, e.g. Project Name, can be set to 'Select from all values' or 'Prompt for a single value' or 'None'. Others, e.g. Project ID, can only be of the 'None' type. See Report Generator: Filters.

 

As a result, a report like shown in the picture below will be generated:

reportgenerator_project_rep_est_vs_act.jpg

 

 

 

Project Report (Activities Assigned To)

The Activities Assigned To report has the benefit of showing activities per assignee. If an activity has other assignees, these are shown also. Other data include activity type, category, status and end date.

Data sources and fields used in the report:

Data Source Fields Default Filter Used Comments
Project Project Name None Values are filled in in accordance with filters and grouping used
Activity Activity ID,
Activity Name,
Activity Assignees,
Activity Type,
Activity Category,
Activity Status,
Activity End Date		 Select from all values (Activity assignees only)


None		 Values are filled in in accordance with filters and grouping used

 

To run the report:

  1. Open Report Generator and click 'Project Report (Delayed Activities)' on the list of available reports.
  2. Select a value for Activity Assignees: a single, several, or all users.
  3. As an option, you can save the current selection for future use.
  4. To generate a report, click ‘Run report’.
pencil
Some filters, e.g. Project Name, can be set to 'Select from all values' or 'Prompt for a single value' or 'None'. Others, e.g. Project ID, can only be of the 'None' type. See Report Generator: Filters.

 

As a result, a report like shown in the picture below will be generated:

reportgenerator_project_rep_activ_assign_to.jpg

 

 

 

Project Report (Time Spent)

This report gives a list of activities of the selected type(s) within a specified date range with hours spent shown, based on time log entries. Thus the report helps monitor work progress in terms of actual time spent on activities at hand.

Default data sources and fields used in the report:

Data Source Fields Default Filter Used Comments
Project Project Name Select from all values Values are filled in in accordance with filters and grouping used
Activity Activity ID,
Activity Name,
Activity Assignees,
Activity Type,
Activity Status,
Activity Estimated Hours
Activity Actual Hours



None		 Values are filled in in accordance with filters and grouping used
Time Entries Entry Date,
Entry Duration		 None  

 

To run the report:

  1. Open Report Generator and click 'Project Report (Projects and activities managed by)' on the list of available reports.
  2. Select one of the available projects or several in the Project Name field. Note: Click Select none to remove flags from all checkboxes first, in case you want to select just a few.
  3. As an option, you can save the current selection for future use.
  4. To generate a report, click ‘Run report’.
pencil
Some filters, e.g. Project Name, can be set to 'Select from all values' or 'Prompt for a single value' or 'None'. Others, e.g. Project ID, can only be of the 'None' type. See Report Generator: Filters.

 

As a result, a report like shown in the picture below will be generated:

reportgenerator_project_rep_time_spent.jpg

 

 

 

Exporting a Report to Selected Format

As soon as a report is generated, you can export to Excel or PDF, or some other available format.

To export a report:

  1. Open the drop-down list which reads 'Export to the selected format' on the panel above the generated report.
  2. Select the format you want to save the report in.
  3. Click the 'Export' button next to the list that becomes active.
  4. The report will be downloaded into your default downloads folder.

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