Generating Reports

You can use the Digital Assistant to generate Task Manager reports for Planning and Planning modules, including custom reports. Based on your selection of the report group, report name, and the other required parameters, the report is generated.

You can also generate reports when you are not connected to the assistant and share the downloaded file with other users through Slack or Microsoft Teams.

  1. To generate a report, enter I want to generate a report in the assistant.
    planning module generate report1

    The assistant displays the available report module.

  2. Select the report module. In this example, select Task Manager report. The report groups available for the selected report module are displayed.
  3. Select the report group. In this example, select Task Manager. The available reports are displayed.
  4. Select the report that you want to generate. In this example, select Late Tasks.
    planning module generate report2
  5. Select the report parameters from each drop-down list and then click Generate Report.

    If you want to receive an email with the generated report, you can provide your email ID.


    Generate Reports for Planning

  6. To view the status of your report, select Check the status of report 100000000007020.
    Status of report Planning

  7. Click the link in the assistant to download the required report.