Running Standard Reports

Contents

To run a standard report, do the following:

1. Navigate to Standard Reports by selecting Go To > Reports > Standard from the Top Navigation bar, or select Reports > Standard from the Left Navigation bar.
2. The Manage Reports screen is displayed. From the Tree pane select a reports folder.  
3. A list of reports is displayed in the List pane. Select the report you want to run.
4. You can click on the  Run Report icon in the Action column to run the report using the existing filter and output criteria.
5. To filter before running the report, click on the on the  Run with Filters icon. The Filters tab is displayed in the Details pane.
6. Click on the Expand All button to expand the filter categories. You can click on the Collapse All   button to collapse the categories.
7. Select the filters you want to use to generate this report. You can also select the Reset Filters button to reset the filters. For more information on modifying the filters for Project Finances Group Aggregate, Project Finances Element Aggregate, or Project Finances Element Monthly Detail reports, see topic Using Finance Aggregate Filters. To run the report without changing the output parameters click the Run button.
8. To modify the output parameters, click on the Output tab.
9. Select the output parameters like report format, primary sort direction, compress output, etc.
10. Click on the Run button. The screen refreshes to display the report.
11. Click on the Show Current Filters link to view the current filters.
12. Click Done when you are finished viewing the report.