Reports & Dashboards

This knowledge base section deals with reports and dashboards in detail.

  • Administration Reports

    This article provides detailed explanations of the Administration Reports available in PPO: Custom Lists Report Data Fields Report Logical Access Report Public Holidays Custom Lists Report The Custom Lists Report shows the name of the custom lis...

  • Approval Reports

    This article provides detailed explanations of the Approval Reports available in PPO: Approval Detail Report Outstanding Approvals Report Approval Detail Report The report includes all the fields on the Approvals entity for all approval records ...

  • Benefit Reports

    This article provides detailed explanations of the Benefit Reports available in PPO: Benefit Realisation Report Benefit Detail Report Benefit Realisation Report The report shows all the benefits captured on the Benefits entity, and clearly show...

  • Comment Reports

    This article provides detailed explanations of the Comment Reports available in PPO: Comment Detail Report Comment History Report Comment Detail Report The report includes all the fields on the Comments entity for all comment records and project...

  • Cost Dashboards

    This article provides detailed explanations of the cost dashboards available in PPO: Cost S-Curve Costs Dashboard Cost S-Curve The S-Curve Dashboard shows a project filter combo and a Costs entity filter parameter. The dashboard shows the sum o...

  • Cost Reports

    This article provides detailed explanations of the Cost Reports available in PPO: Cost Detail Report Finance Data Report Cost Detail Report The report includes all the fields on the Costs entity for all cost records and projects. If the “Include...

  • Decision Reports

    This article provides detailed explanations of the Decision Reports available in PPO: Decision Detail Report Decisions Report Decision Detail Report The report includes all the fields on the Decisions entity for all decision records and projects...

  • Document Reports

    This article covers: Document Detail Report Unclassified Documents Report Document Detail Report The report includes all the fields on the Documents entity for all document records and projects. If the “Include Project Information” checkbox is s...

  • Employee Reports

    This article provides detailed explanations of the Employee Reports available in PPO: Address List Birthday List Employee Detail Report Phone List Resource Sheet Address List The Address List shows the physical, postal and e-mail address of all ...

  • Health Indicator Reports

    The Health Indicator Detail report includes all the fields on the Health indicator entity for all health indicator records and projects. If the “Include Project Information” checkbox is selected, the report will also include all the fields on the ...

  • Issue Reports

    This article provides detailed explanations of the Issue Reports available in PPO: Issue Detail Report Issue History Report Issue Report Issue Detail Report The report includes all the fields on the Issues entity for all issue records and projec...

  • Lead Reports

    This article provides detailed explanations of the Lead Reports available in PPO: Lead Detail Report Lead Status Report Sales Pipeline Report Lead Detail Report The report includes all the fields on the Leads entity for all lead records and proj...

  • Lesson Reports

    This article provides detailed explanations of the Lesson Reports available in PPO: Lesson Detail Report Lessons Learnt Report Lesson Detail Report The report includes all the fields on the Lessons entity for all lesson records and projects. If ...

  • Planning Dashboards

    This article provides detailed explanations of the planning dashboards available in PPO: Planning Dashboard - Employees Planning Dashboard - Projects  Planning Dashboard - Employees The Planning Dashboard - Employees shows a drop down parameter...

  • Planning Reports

    This article provides detailed explanations of the Planning Reports available on PPO: Employee Resource Allocation Report Planning Detail Report Project Costing Report Project Resource Allocation Report Employee Resource Allocation Report This r...

  • Portfolio Dashboards

    This article provides detailed explanations of the portfolio dashboards available in PPO: Portfolio Dashboard Portfolio Health Portfolio View  Portfolio Dashboard The Portfolio Dashboard shows a project filter combo and group by parameters. The...

  • Programme Dashboard

    The purpose of the programme dashboard is to display high level project information for the projects that form part of a particular programme. This is ideal for use during portfolio or programme meetings or to communicate high level status informa...

  • Programme Reports

    Programme Detail Report The programme detail report includes all the fields on the Programme entity for all programme records. This report is only available in a datasheet view.

  • Project & Project Related Entity Dashboards

    This article provides detailed explanations of the project and project related entity dashboards available in PPO: Project Manager Dashboard Parent Project Dashboard Risks Dashboard Issues Dashboard Customer Dashboard Project Manager Dashboard ...

  • Project Reports

    This article covers: Project reports Alert and reminder report Cost portfolio report Data completeness report Extended project list Ownership portfolio report Portfolio governance report Portfolio quality report Progress portfolio report Project ...

  • Report and dashboard parameters

    This article provides detailed explanations on the report and dashboard parameters available in PPO: Project List Project Filter Project Filter Combo Entity List Entity Filters Group By Sort By Date Parameter Drop Down List Check Box Project Lis...

  • Report and dashboard views

    This article provides detailed explanations on the report and dashboard views available in PPO: Report Views Dashboard Views Report Views PPO allows users to extract reports in three different views. The views applicable to a specific report are...

  • Reports and Dashboards

    This article covers: Reports Dashboards Report and dashboard explanations Additional reports Reports PPO provides users with several reports that can be accessed easily from the Reports menu item. Reports are mainly tabular in nature, provide de...

  • Risk Reports

    This article provides detailed explanations of the Risk Reports available in PPO: Risk Detail Report Risk History Report Risk Report Risk Detail Report The report includes all the fields on the Risks entity for all risk records and projects. If ...

  • Scope Change Reports

    This article provides detailed explanations of the Scope Change Reports available in PPO: Scope Change Detail Report Scope Change Summary Report Individual Scope Change Report Scope Change Detail Report The report includes all the fields on the ...

  • Task Reports

    This article provides detailed explanations of the Task Reports available in PPO: Task Detail Report Task Progress Report Task Variance Report Tasks Not Completed Report Milestone Certificate Upcoming Tasks Report Task Detail Report The report i...

  • Time Entry Dashboards

    This article provides detailed explanations of the time entry dashboards available in PPO: Time Entry Status Dashboard Time Entry Summary Dashboard  Time Entry Status Dashboard The Time Entry Status Dashboard shows a from date and to date param...

  • Time Entry Reports

    This article provides detailed explanations of the Time Entry Reports available in PPO: Daily Time Entries Monthly Timesheet Detail Report Monthly Timesheet Report Time Entry Detail Report Time Sheet Daily Time Entries The report shows the time ...

  • Usage Reports

    This article provides detailed explanations of the Usage Reports available in PPO: Usage Report Last Log-On Report Reporting Usage Summary Report Usage Report Dashboard Usage Report Usage Report (External Users) Usage Report The usage report in...