You can generate customized detailed project reports using the filter and output options.
Note: Your report may look different based on the filter and output parameters you selected.
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.
Project Listing by Role
Based on your filters, this report displays the projects by resource roles. It displays the project sponsor, project metrics, project ID, name, development activity dates, post implementation activity dates, implementation dates, stress/load testing days, usability testing days, testing days, analysis tool days etc. Before running this report, you must choose an Initiative and Resource Role from the Filter tab. The output choices are CSV, PDF and HTML.
Project Final Report
Based on your filters, this report displays the project final report. The output choices are PDF and HTML.
Project Review Report
Based on your filters, this report displays the aggregate project review report. It displays the project name, manager, financial representative, and detail information on each project activity. The output choices are PDF and HTML.
Project Control Report
Based on your filters, this report displays the project control report. The output choices are PDF and HTML.
Project Notes Report
Based on your filters, this report displays the project notes report. The output choices are PDF and HTML.
Project Issues Report
Based on your filters, this report displays the project issues report. The output choices are PDF and HTML.
Project Storyboard
Based on your filters, a project storyboard is created. You can choose to create a summary or detailed storyboard. The output option is MS PowerPoint. Follow the instruction under the Help tab to export project data to Microsoft PowerPoint. For more information on creating a storyboard, see topic Exporting a Storyboard to Microsoft PowerPoint.
Idea Evaluation Report
Based on your filters, this report displays the evaluation of all ideas in the system. The output choices are CSV, PDF and HTML.
Proposal Evaluation Report
Based on your filters, this report displays the evaluation of all charters in the system. The output choices are CSV, PDF and HTML.
Project Evaluation Report
Based on your filters, this report displays an evaluation of all projects in the system. The available report format choices are CSV, PDF and HTML.
Proposal Signoff Report
Based on your filters, this report displays the sign-off status for charter team members. The available report format choices are CSV, MS Excel, and HTML.
Project Alignment Report
Based on your filters, this report displays a list of all projects, their alignments, and alignment contribution. The available report format choices are CSV, MS Excel, and HTML.