Step 1: Select which application you wish to build a report.
Currently, only the following application is available in the Report application with more application will be supported in the future.
- Policy Manager
- Project (New in Project 2.0)
Step 2: Click on Add New Report
if there are existing reports you will be prompted if you wish to make a copy of an existing report, otherwise "Add new Report"
Step 3: Creating Master Report
Name your report and then click on Manage Column to select what information you wish to be displayed
On the example below I am creating a report across all projects containing the following:
- Project Name
- Project Status
- Task Name
- Task Assignee
- Task Due Date
- Task Status
Save your report by clicking "Save" icon" and Save as New Master Report
Step 4: Creating filtered report
Once you have saved your master report you can now add a filter to fine-tune the result.
Here is an example that you may want to only include Project with Status = Live on your report and ignore Draft and Archive.
- Draft = 1
- Live = 2
- OnHold = 3
- Archived = 4
You can then save this as New Filtered Report for easy access later.
Optional: Adding Filter: Project Task Status
- Incomplete = -1
- Complete = -2
Step 5: Share and Downloading report
Once you have created your report you can then download
or Share it via permission so that other team member can also access the same report from Report app