Report Details Tab

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Module:  Utilities    

Applet:  PM Report Designer

Tab: Report Details

 


Description: The Report Details Tab contains the main details of the PM Report.

PM_PMReportDesigner_ReportDetailsTab

 

Active - When checked, this is an active report.

Name & Title

 

Report Name - Name of report (No Spaces Allowed)

 

Report Title - Title to print on report

 

Report Type

 

Limit Project Leaders - When checked, project leaders will see only the projects they are assigned to. This can be overridden for a project leader with the special permission Can Override Limit to Project Leader.

 

Use Range For Period 1 - When checked, period 1 will prompt for a start and end date; otherwise, only an end date is requested.

 

Periods - Number of periods on report

 

Period Prompts

 

Period 1 Prompt - Prompt text for period 1.

 

Period 2 - Type of Period. Choices are Calendar Year-to-Date, Fiscal Year-to-Date, Project-to-date, and Custom. All but Custom use a Period 1 end date and require no prompt. Custom prompts for a data range.

 

Period 2 Prompt - Prompt text for period 2.

 

Period 3 - Type of Period. Choices are Calendar Year-to-Date, Fiscal Year-to-Date, Project-to-date, and Custom. All but Custom use a Period 1 end date and require no prompt. Custom prompts for a data range.

 

Period 3 Prompt - Prompt text for period 3.

 

Description - Description of report. Informational only.

 

 

Show Advanced Options

 

FS Detailed Options

 

Eliminate Tx with Zero Balances For: Revenue, Cost, Budget - When checked, the report will not print the tax containing zero balance for the selected option.
Group Data - When checked, data is group based on all columns (except aggregates). This is the normal operation. Only uncheck it if you want to see individual records.
Denormalize WBS - When checked, the fields that breakdown the WBS are broken into separate fields. Ex. ProjectPath  becomes ProjectPath1 (Project Level), ProjectPath2 (Phase Level), ProjectPath3 (Task Level), and ProjectPath4 (Subtask Level)