Managing Status Reports

You can use the Manage Status Report page to configure status reports. You can choose the sections you want displayed, change the section names, change the name of the submit button, and also set the frequency of status reports

To manage status reports:

1. Select the Application Configuration tab.
2. Click the Status Reports link. The Manage Status Report page is displayed.
3. Select the status report you want to edit.
4. On the Status Report Configuration section:
   1. Enter a display name for the following: Submit Button, Key Section, Finance Section, Project Team Section, Date Section, Notes Section, Reports Sections, Issues Section, and Risks Section. Select the Display checkbox to have it display on status reports.
   2. Select the frequency (Weekly, Monthly, or Yearly) you want status reports to be created.
5. On the Team Member Filter section, select the resource status, roles, and the activity status you want displayed on the status report.
6. On the Issues Filter section, select the status, priority, and severity of issues you want displayed on the status reports.
7. On the Reports Filter section, select the Status, priority, and severity of issues you want displayed on the status reports.
8. Click the Save.

See Also

Configuring Status Reports

Configuring Custom Sections for Project Status Report

Managing Key Statuses

Managing Keys