Overview
This PM Report Designer allows the end user to Use/Construct his own PM Reports that will be housed in the application and appear on the Report List of the PM Reports. Knowledge of SQL is required.
Included with the PM Reports applet are nineteen pre-designed reports. The nineteen reports can be filtered by date range, project date, charge type, sector, report type, and status. Click the Edit Prompts Default button on the toolbar to set defaults. The user must have access to this applet in the permissions module to use this applet. (The Filter screen is shown below; figure 2).
On the Applet window at the left is a list of reports. Double-click a report to bring it up in the edit mode on the right. If it is a system report, it cannot be changed. The details will be grayed out (Fig. 1).
Print Expanded - Project management reports use drill-down and are shown in a collapsed mode. When Print Expanded is checked, all drill-downs are expanded. To see the details in the drill-down in a printed copy, check this option.
To export the raw data of the report to Excel without including headers, footers, and grouping areas (i.e., a two-dimensional listing), click on the View Data button. The data that comprise the report will appear in a grid, which can then be exported.
(Fig.1)
(Fig.2)