Listing Reports

Contents

You can generate customized listing reports using the filter and output options.

Note: Your report may look different based on the filter and output parameters you selected.

Project Request Listing

Based on your filters, this report displays all project requests in the system. It displays the project request, the status, a description, division, business unit, primary contact, assignee, submission date, date accepted/rejected, and the evaluation score. The output choices are CSV, PDF and HTML.

Note: Depending on your configuration, the Project Request Listing is the same as the Ideas Listing Report label.

Charter Request Listing

Based on your filters, this report displays all charter requests in the system. It displays the charter ID, name, status, division, business unit, project leader, planned start date, actual start date, planned project close date, initial forecast savings, initial forecast cost, and the evaluation score. The output choices are CSV, PDF and HTML.

Project Listing

Based on your filters, this report displays all projects in the system. It displays the initiative, phase, status, plan, start date, program, and region. The output choices are CSV, PDF and HTML.

Project Listing Report with Activity List

Based on your filters, this report displays all projects with the activity list. It displays the project details, and the project activity details like the type, name, status, number of attachments, and dates. The output choices are CSV, PDF and HTML.

Resource Listing

Based on your filters, this report displays all resources. It displays the name, resource type, email address, phone number, access profile, allowed roles, business unit, manager, and initiative. The output choices are CSV, PDF and HTML.

Project Status

Based on your filters, this report displays the status of projects. It displays the ID, name, status, team size, timesheet, related entities #, and activities #. The output choices are CSV, PDF and HTML.

Resource Status

Based on your filters, this report displays the status of resources. It displays the name, login ID, status, last login date, timesheet, last timesheet submission date, and related entities. The output choices are PDF and HTML.

Activity Detail Report

This is a detailed report on each activity associated with a project. You can filter on initiative, Labor Expense Types (LETs), labor expense categories, and all project activities and resource related fields. You can use the output generated from this report to create custom User-Defined Excel reports to view activity-related information for a specific project or group of projects. The output includes LET and labor expense categories. The output choices are CSV, HTML, PDF, and XLS.