Reports & Dashboards
Note: We’ve been working around the clock to bring you a new PPO experience. With that said, there'll never be enough hours in the day to keep everything 100% current. Updating impacted articles and screenshots will take some time but we'd hate to keep you in the dark & encourage you to follow the changes here.
What are hidden reports and how are they used?
Hidden reports are reports that are not available from the reports / dashboards list, but are accessed via another mechanism (usually a calculated URL field on an entity). These reports are hidden from the reports / dashboards list because they ar...
How is the task relevance period configuration setting applied to the Project Manager Dashboard and other reports?
The Task relevance period in days as displayed in the System Configuration impacts the tasks displayed on the Project Manager Dashboard and Upcoming Tasks Report. These reports and dashboards use the configuration setting to determine which tas...
How can I request a custom report, is there a specific format that should be used for the specification and if so is there a template that I can use as a starting point?
Yes, you can request a custom report by logging a support call via your PPO Home Page. There is an example of a custom report specification which is attached below. The one sheet illustrates the design of the report and the next sheet the mock up ...
How can I see which data fields are used on the PPO Instance?
The configuration of each PPO instance is documented in the Data Fields Report which is available under: Reports >> Administration >> Data Fields Report. The report includes the following information: Caption, Description, Category, T...