Generating reports

You can generate reports to gather the information you need to manage your projects.

About this task

When you generate reports, you can use project fields, dates, and categories and subcategories to include, group by, or filter the data. If you are accurate about assigning categories and subcategories, your reporting capabilities are more extensive. For example, you can organize your expenses to see how much you are spending on photography or translation across all of your projects.

Categories and subcategories are defined by your system administrator. Contact your system administrator to add any categories and subcategories you need.

Note: You can generate reports only from information to which you have explicit read permission.

To run new queries from a defined report, click a report name under the My Reports or Shared Reports section.

To generate a report, complete the following steps.

Procedure

  1. On the main toolbar, click Reports.
  2. Select the type of report you want to generate.
  3. Optional: Select the fields to include.
  4. Optional: Select the grouping option.
  5. Optional: Select the sort options and the sort order as ascending or descending.
  6. Optional: Select the number of lines to display per page.
  7. Optional: Specify the filter details.
  8. Click Submit to generate the report.