Report types
There are several different types of reports that you can use to gather the information you need to manage your projects.
The following table describes the report types.
| Report name | Output | Description |
|---|---|---|
| Project Summary | List of projects with summary information about the projects | Run a query against all projects to which you have access.
It returns a list of projects with the characteristics
that you specify. Results can be grouped and sorted by fixed and custom project fields. Filters can be applied, including "created by" and "created date" fields. |
| Approval | List of approval requests and responses | Run a query against all approvals to which
you have access. It returns a list of approvals with
the characteristics that you specify. Results can be grouped and sorted by fixed and custom project fields. Filters can be applied. |
| Project Security | List of users and user groups and their access levels across projects | Restricted Report: Access to this report is restricted to system administrators.
Run a query against all projects to which you have access. It returns a list of projects or users and user groups with the characteristics that you specify. Results can be grouped and sorted by fixed and custom project fields. Filters can be applied. |
| Project Budget Details | List of budget items and summary financial information about the actual expenses and the committed expenses that are logged against them | Run a query against all project budget expense items to which
you have access. It returns results that are determined
by the filters that you specify. Results can be grouped and sorted by category, subcategory, and fixed and custom project fields. Filters can be applied. |
| Actual Expenses Details | List of budgeted, committed, and actual expenses logged against budget expense items | Run a query against all project budget expense items to which
you have access. It returns results that are determined
by the filters that you specify. Results can be grouped and sorted by category, subcategory, and fixed and custom project fields. Filters can be applied. |
| Plans, Programs, and Campaigns Rollup | List of plans, programs, and campaigns with summary information about allocations, budget line items, and actual expenses | Restricted Report: Access to this report is restricted to system administrators.
Run a query against all plans, programs, and campaigns to which you have access. It returns a list of plans, programs, and campaigns with the characteristics that you specify. This list contains summary information about allocations, budget line items, and actual expenses. Filters can be applied. |
| Library Summary | List of libraries and project libraries | Run a query against all libraries to which you have access.
It returns a list of the top-level libraries and project
libraries with the characteristics that you specify. Results can be grouped and sorted by library fields. Filters can be applied. |
| Project Schedule Details | List of tasks | Run a query against tasks within schedules to which you have
access. Results can be grouped and sorted by fixed and custom project fields. Filters can be applied. |
| Task Details | Detailed list of tasks across schedules or projects, including notes and summary information on time that is entered against the tasks | Run a query against all tasks to which you
have access. It returns a list of tasks with the characteristics
that you specify. Results can be grouped and sorted by both fixed and custom project fields. Filters can be applied. Notes:
|
| Todo | List of todos across review areas or projects | Run a query against all todos to which you
have access. It returns a list of todos with the characteristics
that you specify, including "created by" and "created
on date". Results can be grouped and sorted by fixed and custom project fields. Filters can be applied. |
| Objective | List of objectives with a summary of their results | Run a query against all objectives to which
you have access. It returns a list of objectives and
a summary of their results with the characteristics that you
specify. Results can be grouped and sorted by fixed and custom project fields. Filters can be applied. |
| Result | List of project results | Run a query against all projects to which
you have access. It returns a list of project results
with the characteristics that you specify. Results can be grouped and sorted by fixed and custom project fields. Filters can be applied. |
| Project Time Details | List of time entries by project | Run a query against time records that are entered against projects that you manage or against tasks in projects that you manage. |
| Time Details | List of all time entries | Restricted Report: Access
to this report is restricted to system administrators.
Run a query against planned time and time records that are entered anywhere in the system and against any information. The Time Details report queries planned time and time entries that are recorded for all users against all projects. |
| Resource Management | Summary information, which includes estimations of work by time | Restricted Report: Access
to this report is restricted to users who have permission
to access Resource Management reports.
Resource Management reports require time tracking at the task level. If time entry is permitted against companies or projects without the specific requirement to select a task, the report results will be empty. The Resource Management report analyzes time that is associated with a task against a particular resource, such as a user, category, or subcategory. |
| Review Areas | Detailed list of Review Area versions across projects | Run a query against all project Review
Areas to which you have access. It returns
a list of Review Areas with the
characteristics that you specify. These characteristics can include
information about each version of a creative item,
such as the number of open and late approvals or todos. Results can be grouped and sorted by fixed fields. |