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.
Idea Listing Report
Based on your filters, this report displays all ideas in the system. It displays the idea number, title, status, description of problem/opportunity, division, business unit, primary contact, assignee, submission date, date accepted/rejected, and the evaluation score. The output choices are CSV and HTML.
Note: Depending on your configuration, the Project Request Listing is the same as the Ideas Listing Report label.
Project Request Listing
Based on your filters, this report displays all charter requests in the system. It displays the charter ID, name, status, project type, roadmap, division, business unit, manager, planned start date, actual start date, planned project close date, initial forecast benefits, initial forecast cost, and the evaluation score. The output choices are CSV and HTML.
Note: Depending on your configuration, the Project Request Listing is the same as the Ideas Listing Report label.
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 and HTML.
Note: If your project roadmap is a non-gated roadmap, then the Current Phase column in the report is not populated as non-gated roadmaps do not have a single current phase.
Last Modified Date Report
Use the Last Modified Date report to display a list of entities (project, finance, activity, team, and snapshot) that were updated on or before the selected date. For example, f you select Finance, all projects that had finances updated on or before the last updated are displayed. 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 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.
Metrics Listing Report
Use the Metrics Listing report to display project metrics based on your filters. You can filter to show metrics for a specified date range and select the recent number of metric data entries (1 to 50) to display. The output choices are CSV, HTML, and PDF.
Project and Metrics Template
Use the Project & Metrics Template report to display project metadata and details of associated metrics. You can filter on initiative, organization hierarchy, project classification fields, project basics, and metrics. You can filter to show metrics for a specified date range and select the recent number of metric data entries (1 to 50) to display. You can select the output columns, the sort by column, and the sort order. The output choices are CSV, HTML, and PDF.
Non-WBS Activity Report
Use the Non-WBS Activity report to display a detailed list of all non-WBS activities configured in your system. In addition, you can select to display custom fields that are specific to a non-WBS activity and also display linked activities in the report output. The output choices are CSV, HTML, MS Excel, and PDF.
Status Report Listing
Use the Status Report Listing report to display a detailed list of all status reports currently in the system, including the details of each individual status report. You must select an initiative before running this report. The output choices are CSV and HTML.
Alignment Tree Reporting
This report displays a list of all objects associated with an alignment. The available report format choices are CSV, MS Excel, and HTML.
Pipeline Report
Use the Pipeline report to list all fields that are mapped across ideas, proposals, and projects. You can also use this report to display common custom fields across entities. The output choices are CSV, HTML and MS Excel.
Program Listing Report
Use the Program Listing report to view basic information on a program and view the associated projects and proposals. The output choices are CSV, HTML and MS Excel.
Field Change History Report
Use the Field Change History report to view a list of field changes that were made to the Projects, Proposals, and Programs modules. The output choices are CSV, HTML and MS Excel.
Deleted Records Report
Use the Deleted Records report to view information on deleted entities. The output choices are CSV, HTML and MS Excel.
Linked Projects Report
Use the Linked Projects report to view all linked projects. The output choices are CSV, HTML and MS Excel.
Proposal Team Listing Report
Use the Proposal Team Listing Report to display a list of proposal team members with approval information, or the initial project team members with allocation information. The output choices are CSV and HTML.
Program Eval Report
Use the Program Eval Report to view detailed evaluation information on a program. The output choices are CSV, MS Excel, and HTML.
Program Non-WBS Activity Report
Use the Program Non-WBS Activity Report to display a detailed list of all non-WBS activities, issues, and risks configured for Programs. The output choices are CSV, MS Excel, and HTML.