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Report Column Views can now be configured at the Tenant-level and applied to the Project-level modules. Alternatively, the system also allows to directly configure the Report Column views at the Project-level within a Module.
The configuring process includes a series of steps from creating a Custom Report setup to displaying the Report columns in log page views within the Project Custom Modules.
Follow the links and jump to the task you need help with:
Before you begin
Required Role(s): PME, Project Manager
Create a Report Setup for Custom Modules
Create a Report Setup for Custom Modules
At the Tenant-level, from the sidebar navigation, access Report Setup from Settings, specify the Module from the drop-down list, and save your settings.
Configure Report Columns for Module Log Page Views
Configure Report Columns for Module Log Page Views
At the Tenant-level, access the Log Page View from Module Designer and configure the Report columns depending on the report setup for specific modules. The configured report columns automatically appear in the Available panel. Drag and drop the Report columns from the Available panel into the Selected panel and Save your settings.
If you choose to set the current view as Default, just select the Default checkbox.
The dragged and dropped Column in Selected panel appears with a symbol indicating its a Report Column. This symbol differentiates a Report column from the other standard columns.
Where does the Configured Report Columns Reflect?
Where does the Configured Report Columns Reflect?
At the Tenant-level, access the Custom Module within a Project and View the configured Report Columns in the List Views.
Configure Custom Report Column Views Directly from Project Log Page View
Configure Custom Report Column Views Directly from Project Log Page View
You can directly configure the Report Column views for a Custom Module within a Project. Just click the Configure Views button on the top-right of the page and setup the report column views.
Download Reports
Download Reports
Project Managers can click on a specific report and download for viewing.
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